Officer -client Service

2 weeks ago

กรงเทพมหานคร, Thailand abrdn Full time

Job Description

Core Functions
- Clients’ inquiries & issues from direct and indirect clients including distributors via all channels
- Handle clients’ document requests and amendments (including mailing & messenger channel)
- Ensure clients’ orders and transactions have been handled correctly and in timely manner
- Facilitate clients on account opening and perform KYC client identification
- Conduct after call survey to gather client satisfaction score (TBC)
- Regulatory
- Call Back to Vulnerable clients (clients’ risk awareness & product information)
- SMS sending to clients to inform clients in specific conditions (subscribe or cancel monthly investment plan, subscribe via bill payment)
- Administrative
- Prepare & reconcile monthly billing cross charge incurred from amendment projects or other printing materials, SMS, postage payment and submit report to Finance Department for further processing
- Clear up daily postage from clients and process as clients’ requests
- Call to inform clients regarding insufficient funds for minimum subscription & follow up switching fees
- Call to verify mailing address for watch-list returned mail
- Print factsheets to place in front of office
- Support tasks to other business units
- Participate fully in specific company events e.g. Mutual Fund Fair, SET in the City, etc. Activities includes opening account, advising clients on fund products and benefits upon their inquiries, collect & process orders with completeness and accuracy (BD & Marketing)
- LTF/RMF Promotion Checking (BD & IS)
- Call for KYC incomplete information or for unblocking (Onboarding)

Key Requirements
- Bachelor’s degree in business, Finance or related field.
- 2-3years of experience in client relations or finance related
- Team player with a proactive attitude.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

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