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Officer/Associate, Client Services

Company

CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD.

Location

singapore, singapore

Type

Full-time

Company Overview

CGS International Securities Pte. Ltd. is a leading integrated financial services provider in Asia, offering equities trading, wealth management, investment banking, and more across 15+ countries. Trusted by over 15 million customers globally with strong ASEAN and global insights.

Key Responsibilities & Accountabilities
  • Servicing customers via various channels, handling client account matters and managing client caseloads.
  • Liaising with internal and external stakeholders to ensure timely solutions to issues that may arise while onboarding for retail clients.
  • Providing advice and assisting business units on onboarding document requirements that need to be obtained from clients.
  • Conduct AML/KYC screening of individuals.
  • Process individual account opening, including reactivation of dormant accounts and perform client verification via phone/video call if necessary.
  • Receive and process client...

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