Customer Transition Associate (Mutual Fund)

Your new role

• Customer Implementation: Planning and implementing of client's migration and providing support during client's migration
• Act as primary point of contact for customers, fund agents and internal stakeholders during the onboarding phase (Conference calls, client demos, service review calls, escalations)
• Agent/dealer code collection and processing: account opening with fund managers/ transfer agents, technical setup and data maintenance.
• Respond to ad-hoc customer or fund agents' queries and assist in the issue-resolution process by liaising with other sections of the Investment Funds Services Department.
• Undertake reviews of the above activities to suggest changes/improvements and identify development and training requirements

What you'll need to succeed

• A university degree and/or a comparable qualification is an added advantage. Diploma candidates with professional experience can apply and will be considered.
• 1 - 3 years of working/relevant experience
• Relevant banking experience and knowledge of investment funds is an advantage.
• A proactive attitude with strong problem-solving skills, accuracy and the ability to work independently and as part of a team in an international environment.
• Service orientation with excellent oral and written communication, telephone skills
• Client presentations and demonstration experiences
• Ability to multitask between customer service and operational activities
• Must be able to work under pressure to meet tight deadlines

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to lionel.lee@hays.com.sg. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Registration No: R1986473
EA Licence No: 07C3924
Company Registration No: 200609504D