Operational activities

• Process Trade & Transfer orders from customers
• Perform document completion for trades & transfers along with verification
• Process incoming trades related cash and incoming transfer requests
• Trace pending transactions and settle transactions on receipt of contract note
• Process corporate action shares and cash events promptly and accurately
• Be risk aware and take all steps necessary to minimise errors including fully complying with existing procedures and staying aware of procedure change
• Assist in documenting team procedures and in project works, when required
• Day to day decision making guided by policies, procedures and business plans as well as managing exceptional cases

Customer Service

• Investigate, monitor, record and resolve simple queries/issues raised by the client via phone calls and emails
• Provide the highest standard of service in all dealings with the client
• Undertake reviews of client’s activity, utilisation of products to suggest changes/improvements and identify development and training requirements

Role model to the rest of the team in living up to the values to the company and guidance of team members

Please refer the Job description for details