Responsibilities (Retail Associate) :
- Welcome and attend to walk-in customers, assist them with the onboarding process investment platform
- Provide basic guidance on products and platform features.
- Assist with documentation, compliance checks, and backend onboarding processes
- Handle basic client inquiries and escalate complex cases to relevant teams
- Educate clients on market opportunities and platform offerings
- Support sales teams in achieving client acquisition and relevant KPIs
- Provide on-site support during marketing campaigns and roadshows
- Assist in promoting strategic brand partnerships and community engagement efforts
- Work closely with branch managers and team members on daily operations and special initiatives
- Provide feedback to improve service workflows and customer experience
Requirements :
2-3 years of experience in customer service, financial advisory, or retail investment services.Familiarity with financial markets, brokerage platforms, and investment products.Proactive in problem-solving and dedicated to user experience.Familiarity with compliance and documentation requirements in the financial sectorTech-savvy and comfortable with digital platforms and CRM systemsFlexibility to work on weekends, public holidays, and shifts.HOW TO APPLY :
Interested applicants, kindly send your resume in MS WORD format or please click on "Apply Now".
We regret only shortlisted candidates will be notified.
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Trust Recruit Pte Ltd
EA License No : 19C9950
EA Personnel : Lee Jun Siong (Johnson)
EA Personnel Reg No : R