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  4. Click Websites.
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  1. Go to Settings.
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  4. Click JavaScript.
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Jobs or company...

Client Service Officer

Salary undisclosed
Checking job availability...
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The Client Service Officer is primarily responsible in handling the administrative functions of the investment advisors. The position acts as back-up officers of investment advisors and can handle basic inquiries regarding account opening, investment transactions, and core investment products (e.g. investment funds, PERA, etc.).

Responsibilities:

Performs KYC and account opening

Monitors and executes trades and transactions

Monitors documentary and account management compliance

Coordinates with clients and referrers to ensure compliance with documentary and transactional requirements

Coordinates with various units for the fulfillment of account opening and trade transactions and for monitoring account compliance;

Attends to basic queries of branch on investment funds

Handles investment queries from clients and referrers

Other administrative functions assigned as needed by the business.

Assist the investment advisors and the Division Head in monitoring the team’s compliance in various internal and audit requirements.

Qualifications:

Graduate of any 4-year business course from reputable universities

Has interest in investment, sales, and administrative functions

Must earn mastery of investment sales process

Must have sufficient understanding of relevant risks, internal policies, and external regulations

Able to communicate basic product features and process to internal and and written communication

Knowledge in PC programs: MS Word, MS PowerPoint, MS Excel / other spreadsheets applications, Virtual communication platforms (messaging, voice, video)

Certification Requirements: AMLA Trainings / BPI Mandatory Courses, TOAP UCP Certified, PERA Certified, SEC Mutual Fund CIS