CLIENT SUCCESS EXECUTIVE
at TLV FINTECH SOLUTIONS PTE LTD
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 24 Aug, 2024 | USD 4000 Monthly | 24 May, 2024 | N/A | Finance,Microsoft Word,Microsoft Excel,Crm | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
JOB DESCRIPTION
- To be able to build and maintain strong, long-lasting customers relationships and serve as the primary point of contact for your customers, ensuring timely and effective communication and issue resolution.
- Develop an understanding of our customers’ business needs and goals, and be the customers’ trusted partner.
- Manage multiple accounts including onboarding, training, support, account management, and account expansion.
- Master the Anchor platform and methodology using internal and external tools in order to enable our users to flourish Co-ordinating of suppliers, handling clients’ queries and troubleshooting on the day of event to ensure all that runs smoothly.
- Liaise closely with the Sales, Product and Engineering teams to ensure smooth product adoption, quick issue resolution, and overall customer satisfaction.
- Provide 24/7 support to any user throughout their life cycle.
- Represent the voice of the customer and provide the relevant teams with insights about the product and users needs.
Client Onboarding - Analyse AML risks associated with the client from a technical perspective, identify and escalate potential risks and operational issues as appropriate; identify red flag/ dot situations and escalate in line with policy and procedures.
- Ensuring appropriate and confidential handling/ sharing of sensitive client data.
- Responsible for coordinating the effective completion of each assigned case from initiation to completion; following up with team members within own area of responsibility for completing sub-activities across the end to end renewal process.
- Act as primary interface for Bankers; responsible for managing expectations and enhancing the client experience.
- Drives effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements.
- Single point of contact to facilitate all queries for that cases within own area of responsibility, including issues around PEP, screening, regulatory, compliance, legal, operational risk
- Undertake Client due diligence on a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy and Procedures.
REQUIREMENTS:
Skills:
- Computer Proficiency
- Proficient in Microsoft Word, Microsoft Excel, Microsoft Power Point
- CRM, Prop Trading, ZeroX, MT4/5 (good to have)
Education:
- Diploma in Finance and Banking or any Field.
Responsibilities:
Please refer the Job description for details
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Banking / Insurance
Finance
Diploma
Finance
Proficient
1
Singapore, Singapore