Client Service Assistant

Role & Responsibility:

• Preparing, processing and completing all documents for onboarding new clients and opening account for all relevant investment products as well as all the administrative work

• Respond to all client enquiries and provide resolution to most issues and requests

• Assisting FC on executing clients' orders covering both banking and investment transactions

• Building and maintaining strong relationships with FCs and clients by delivering exceptional services

• Assisting FC in servicing and analyzing financial products for clients

• Defining and creating tailored presentations/pitch documents by liaising with the respective FC and co-ordinate with pitch teams such as Investment Consultant (“IC”)

• Collaborating with other departments to ensure seamless delivery of services to clients

• Mentoring, motivating and guiding junior/mid level team members both within and outside own team, including assisting them in identifying potential errors, addressing challenges, and finding solutions.

• Always ensuring the compliance with internal and external regulations and policiesTop of Form

Qualification and requirement:

• Thai Nationality

• Education background in Finance, Accounting, Economics or related files

• New graduated are welcome

• Willing to work in this position for at least 2.5-3.0 years

• Processing relevant licenses (IC license) is a plus or able to acquire one in due course

• Excellent communication and interpersonal skills with a good team player mindset

• Detail-oriented, well-organized, fast leaner, ambitious, energetic, proactive

• Able to effectively manage workload and deliver work under time constraint and pressure

• Good command of written and spoken English

• Knowledge of PC and Microsoft applications (Word, Excel and Power Point)