Executive, Navigator Investment Services

Job description

Role Purpose

·  Manning the service hotline (office hours) for direct clients and financial advisors’ enquiries
·  Trades and any other ad-hoc follow up with clients/advisors
·  Action on mailbox enquiries
·  Deliver excellent customer service, provide accurate advice to clients/advisors and ensure zero data protection breaches or regulatory impact error
·  Administrative role – e.g handle incoming fax, acknowledge and scanning of documents such as trade submission checklist etc.
·  Call verification to update client details, form amendments and reset password for accounts etc.

Requirements

·  Degree in Business Management
·  CMFAS
·  Team player
·  Multi-tasking
·  Meticulous
·  Good communication skills and customer service
·  In-depth product and process knowledge