Customer Service Officer

About the role

Customer Service Officer | KGI Singapore, Singapore | Full-time. Primary support contact for retail and institutional trading clients. Duties include account opening, document verification and maintenance, preliminary KYC/AML checks, client guidance on accounts and trading platforms, resolving trade and operations inquiries, escalating high-risk cases, and supporting corporate actions and funds-related questions. Requires a related bachelor degree, 1-3 years of relevant front-office/customer service experience and basic financial-market knowledge; English and Chinese communication required; CM…

Requirements

• Bachelor degree in finance, banking, business or related field
• 1-3 years customer service/front-office operations in brokerage, financial institution or fintech
• Basic financial market knowledge
• Strong English and Chinese communication
• CMFAS preferred or required within probation

What you'll do

• Support account opening, document verification and account maintenance
• Perform preliminary KYC/AML checks
• Support clients with account and trading platform inquiries
• Resolve trading and operational issues
• Escalate high-risk concerns
• Assist with corporate actions and funding queries

Where this was posted

• LinkedIn

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