Associate, Client Services

at  StriveX

Posted by
Hagen Lee
Co-Founder, Director
StriveX is partnering with a Financial Institution that specialises in post trade platform and securities services. They are looking for an Associate to join their Client Services team. Reporting to the Head, you will play a crucial role in managing customer relationships and providing solutions to their needs. Additionally, you will support Relationship Managers in maintaining and developing client relations.

Role and Responsibilities

• Manage customer queries and provide effective solutions to address their issues.
• Deliver training sessions on our online portal, trade lifecycle, and customized trainings for clients.
• Assist in organizing in-house trainings for clients and conduct regular service reviews.
• Visit customers independently and accompany Relationship Managers on regional visits.
• Establish and maintain excellent relationships with existing and prospective clients.
• Identify the needs of prospective clients in settlement and custody areas and collaborate with Relationship Managers to deliver suitable solutions.
• Work closely with Relationship Managers to deepen existing relationships, assist in sales pitches, and refer potential business opportunities.
• Stay updated on product and technical developments.
• Support team-related matters such as documentation, agreements, KYC processes, organizing marketing events, and managing corporate gifts.

Key Requirements

• Minimum 2 years of relevant banking experience.
• University degree in Business/Finance/Economics or related discipline.
• Able to rotate within the team to cover public holidays shift.
• Pleasant disposition with a high level of energy and initiative.
• Customer-centric mindset with strong service orientation.
• Excellent communication, interpersonal, and presentation skills with high emotional intelligence.
• Responsible, committed, meticulous, highly organized, and capable of working independently.
• Ability to work under pressure and meet tight deadlines.
• Confident, well-groomed, and proficient in spoken and written English.
• Competent in Microsoft Office: Outlook, Word, Excel, and PowerPoint.

Interested applicants please apply here with your updated CV
StriveX Pte Ltd, EA License No: 23S2077
Lee Boon Hou (Hagen), Registration No: R1870932
hlee@strivex.sg

• Manage customer queries and provide effective solutions to address their issues.
• Deliver training sessions on our online portal, trade lifecycle, and customized trainings for clients.
• Assist in organizing in-house trainings for clients and conduct regular service reviews.
• Visit customers independently and accompany Relationship Managers on regional visits.
• Establish and maintain excellent relationships with existing and prospective clients.
• Identify the needs of prospective clients in settlement and custody areas and collaborate with Relationship Managers to deliver suitable solutions.
• Work closely with Relationship Managers to deepen existing relationships, assist in sales pitches, and refer potential business opportunities.
• Stay updated on product and technical developments.
• Support team-related matters such as documentation, agreements, KYC processes, organizing marketing events, and managing corporate gifts