Client Service Associate
1 month ago
Main Responsibilities:
As a Client Service Associate at CMB International Capital Corporation Limited, you will work closely with Relationship Managers to provide assistance in client management and services.
Key responsibilities include:
- Managing daily administrative tasks, client servicing, and ensuring proper compliance guidelines
- Assisting in client account openings, trade execution, and account periodic reviews
- Ensuring effective and timely management of all aspects of customer service delivery, including securities trading and other transactions
- Maintaining strict compliance and legal guidelines with all internal policies and external regulations
Qualifications & Requirements:
- 1-3 years' experience in relationship management assistant or similar
- Strong analytical, prioritization, communication skills, and problem-solving skills
- Previous wealth management experience preferred
- Bachelor's Degree in Business Administration or related field
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