Position: Helpdesk Support, Client Services- Analyst/Senior Analyst
About the job:
We are hiring for an Asian securities firm.
Work location- opp Clark Quay MRT
About the Company:
It is a leading brokerage and investment bank with a reach extending across ASEAN, the UK and the US, offers a comprehensive suite of services. These include corporate finance & advisory, navigating debt and equity capital markets, derivatives trading, brokerage and research for both retail and institutional investors, and prime brokerage.
Job Description
We are looking for a detail-oriented and customer-focused Helpdesk Officer to join our Client Services team. You will serve as the first point of contact for clients, handling front-line enquiries and ensuring smooth processing of account-related requests in a fast-paced financial services environment.
Key Responsibilities:
• Provide excellent front-line support to clients by attending to enquiries at the counter and via phone/email.
• Manage and respond to incoming emails in a timely and professional manner.
• Review and process retail and corporate account opening applications (both manual and digital).
• Assess and handle account update requests, dormant account reactivations, and account closures.
• Conduct thorough KYC/AML screening and due diligence for new client onboarding.
• Process client requests including share transfers and other related services.
• Perform ad-hoc duties as assigned by the Team Lead or Head of Client Services.
Qualifications
• Diploma or bachelor’s degree in business, Finance, Banking, or a related field.
Experience
• 1–3 years of relevant experience in banking, brokerage, or financial services, preferably in client servicing, operations, or helpdesk.
• Hands-on experience in retail and corporate account opening and client onboarding processes.
• Familiarity with KYC/AML screening and regulatory requirements in the financial industry.
• Experience handling customer enquiries in a front-line or counter service environment.
• Exposure to processing account maintenance requests such as updates, reactivations, closures, and share transfers.
• Strong communication and interpersonal skills with a customer service mindset.
• Excellent attention to detail and accuracy when reviewing documentation.
• Ability to multitask, prioritise effectively, and meet tight deadlines in a fast-paced environment.
• Proficient in Microsoft Office applications, especially Excel and Outlook.
• Strong organisational and email management skills.
• Proactive team player who is willing to take on ad-hoc tasks.
If you are interested, please send your updated CV to jency.chan@tangspac.com or apply via the link.
EA Reg No: 25C2690
EA License: R22105542
We regret that only short-listed candidates will be notified.
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