Client Service Specialist Responsible for managing client onboarding, handling inquiries, assisting clients with platform usage, troubleshooting issues, and coordinating with internal teams to resolve cases.
Responsibilities - Manage client onboarding and new account openings for both individual and institutional clients.
- Address and follow up on client inquiries, service requests, and complaints promptly and professionally.
- Assist clients in navigating and utilizing our platform, including trading, funding, corporate actions, settlements, margin calculations, and position transfers.
- Troubleshoot client issues, take full ownership of cases, and coordinate with internal teams to ensure timely resolution through proper escalation channels.
- Possess strong knowledge of financial products, including SG, HK, and global stocks, futures, funds, and fixed‑income instruments.
Qualifications