Client Service Manager serves as an important team support staff for both the Investment Representative and clients. You will provide support in a series of core functions:

• Liaising with various Business Units to ensure client documentation complies with policies and procedures
• Ensure all client queries are promptly followed up and resolved
• Client order taking
• Understanding clients overall relationship with the bank

• Trade booking and settlement
• Settlement and funding issues resolution
• Margin calls follow-up and collateral issues resolution
• Transactional documentation (e.g., client suitability and eligibility)
• Ensure full awareness of and adherence to internal policies and procedures

• Ensure administrative tasks are completed. Eg, trave...