- Salary: $3000 + Performance Bonus
- Location: Harbourfront
- Working Hours: Weekdays, 830am to 530pm
- Do note that this is a 12 months renewable contract
Job Overview:
- Support the team / department with daily client and operational requirements.
- Assist in the review of processes and workflows to identify opportunities for Continuous Improvement.
- Ensure all duties are carried out according to department’s Standard Operating Procedures (SOPs).
- Comply with Group and Company Procedures and Policies.
Job Responsibilities:
Operations
- Attend to stakeholders’ enquiries and process all submitted documents relating to shareholder services.
- Receive, check, sort record and process all documents received from shareholder(s) or lodging agent(s) in accordance with the necessary procedures.
- Acknowledge and issue receipt(s) to shareholder(s) or lodging agent(s)
- Ensure documents and forms are replenished.
- Promptly, accurately, professionally, and courteously receive all telephone calls and enquiries and direct and/or relay and record messages accordingly.
- Process corporate actions, transfers, replacement cheques / certificates, proxy votes, and any other client / shareholders' instructions.
- Support client Shareholders' Meetings - registration and polling services.
- Proactive participation in projects
- Proactive participation in User Acceptance Tests
- Proactive updating of clients' information in the appropriate systems
Client Servicing
- Know Your Client by developing an in-depth knowledge of their industry and key contacts.
- Provide high level of client service.
- Develop effective and differentiating servicing techniques that will serve to set us apart in the market and to build and maintain client loyalty.
- Proactively contact and communicate with clients regarding needs, experience, and preferences according to a predetermined program. File all correspondences.
- Identify opportunities to provide value added services to clients.
- Proactively communicate with interdepartmental executives to facilitate open communication of client needs, cross selling opportunities, effectively develop strategies and solutions to client requests and to establish open participation, accountability, and teamwork.
- Assist in accomplishing the company's goal to build long-term relationships with clients and other external stakeholders.
- Follow and be aware the importance of:
- meeting current Service Level Agreements (SLAs),
- minimising operational risk,
- resolving queries and complaints are efficiently and effectively with the necessary planning, and
- completing training to facilitate changes to the current environment, new clients, and improvements to the service delivery for existing clients.
- Escalate problems, errors and omissions to be dealt with immediately and in the most appropriate manner.
- Coordinate the change of current business processes, procedures, and external party interactions to facilitate the requirements of new clients. This will involve interaction directly with clients and other Boardroom entities.
- Assist Senior Manager / Manager with the communication to all stakeholders at every level internally and externally.
- Assist in following up on outstanding and doubtful debts.
Function - Specific Activity
- Support a larger portfolio of clients. This can be in terms of number of clients, complexity, volume of work, etc.
- Carry out any other duties / projects that may from time to time be assigned by Managers / Senior Managers / Director.
People Management Activity
- Work in collaboration with SRS colleagues to meet client requirements.
Requirements:
- Minimum A level / Diploma / Degree in a relevant field of study.
- 2 to 5 years of experience in a Client Services capacity within the financial services industry.
- This role is required to travel based on business requirements.
HOW TO APPLY:
Interested applicants, please submit your updated resume in PDF/MS Word format to [email protected]
Please state your availability, current & expected salaries for processing purpose.
All applications will be treated in the strictest confidence.
We regret that only shortlisted candidates will be notified.
Tay Bi Hui Avery
Reg no: R23112677
EPS Consultants
95C5630
