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Service Associate (Private Bank)

Keywords / Skills : basic, Multitasking

3 - 8 years
Posted: 20th Jul 2017

Customer Service/ Call Centre/ BPO
Customer Service Executive
Diploma/ Non Degree Tertiary, Bachelors/ Degree
Posted On
20th Jul 2017
Job Ref code
Job Description
  • Provides administrative and client service support to Relationship Managers.
  • Responds to all client enquiries and instructions; capable of resolving most issues and requests.
  • Maintains paperwork and records of client accounts and transactions.
  • Maintains client data and reports, e.g. contact lists, account numbers, facilities details, status of credit reviews/renewals, etc.
  • Administrative duties include scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
  • Understands the basic mechanisms of common financial products and services.
  • Coordinates with Product Groups, Operations and other functional areas
  • ,
  • Diploma/Degree holder with about 3 years of experience assisting Relationship Manager in a Private Banking environment
  • Certified CACS paper 1 & 2
  • Multitasking and able to work under pressure
  • Strong in interpersonal and communication skills

  • Key Skill(s)

    About Company

    GMP Banking
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