Executive, Clearing & Branch Support

Job Description

  • Manage end-to-end onboarding process for new clients.
  • Act as primary point of contact for remisier or dealer during the onboarding process, provide support and guidance as needed.
  • To cross-check and verify data entered by Data Entry Specialists for accuracy and completeness.
  • Conduct regular audit to ensure that client information and transactions are accurately recorded and comply with regulatory standard.
  • Collaborate with senior executives to define and execute strategic initiatives, ensuring alignment with execute strategic initiatives, ensuring alignment with organizational goals and industry best practices.
  • Liaise with various internal departments, to ensure smooth handover of clients accounts post-onboarding.
  • Address and resolve any discrepancies related to client data or documentation.
  • Foster a culture of continuous improvement, accountability, and high performance within the department.
  • Stay abreast with industry regulations and compliance requirements, ensuring strict adherence within the department.

Job Requirements

  • Candidate must possess at least Bachelor Degree in Business Administration, Finance or related field.
  • 3 years of experience in client onboarding, data entry, or related roles within the financial service industry.
  • Proficient using onboarding software and CRM system.
  • Strong understanding of stockbroking operations, regulatory frameworks and industry best practices.
  • Excellent communication, organizational and problem-solving skills.

Executive, Clearing & Branch Support

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