Responsibility

• Deliver an end-to-end client experience across the investment journey—from onboarding to ongoing support—by guiding clients through application flows, account opening processes, explaining the standard investment plans, assisting transactions, and handling complaints.

• Provide accurate information within the scope of an Investment Consultant License that aligns with client goals, and regulatory requirements, and handle FAQs.

• Ensure the accuracy and completeness of data, maintaining detailed interaction logs, and resolving discrepancies .

• Manage customer inquiries, escalate according to protocols, and collaborate closely with internal teams (Operations, IT, Compliance, Product) to deliver timely and effective solutions.

• Propose and support practical improvements to enhance service quality, and client satisfaction.

Qualifications

Bachelor degree or higher in Finance, Economics, Accounting, or a related field.

• Possesses an Investment Consultant (IC) license.

• At least 1-3 years of experience in Customer Service roles, preferably in the banking, securities, or insurance industries.

• Strong interest in and up-to-date knowledge of financial news and investment trends.

• Possesses a proactive mindset and strong analytical skills, with the ability to identify opportunities for process improvement.

• Excellent communication skills, a positive personality, and a genuine serviceminded attitude.

• Ability to work well under pressure and solve problems effectively.

• Detail-oriented and a good team player