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  4. Click Websites.
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  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
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  1. Go to Settings.
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  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
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CLIENT SERVICES OFFICER

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Simplified
This position 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.).

Main Accountabilities

3.1 Assist the investment advisors in the following functions

3.1.1 KYC and account opening;

3.1.2 Monitor and execute trades and transactions;

3.1.3 Monitor documentary and account management compliance;

3.1.4 Coordination with clients and referrers to ensure compliance with documentary and transactional requirements;

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

3.1.5 Address basic queries of branch on investment funds;

3.1.6 Handle account opening and investment queries from clients and referrors
This position 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.).

Main Accountabilities

3.1 Assist the investment advisors in the following functions

3.1.1 KYC and account opening;

3.1.2 Monitor and execute trades and transactions;

3.1.3 Monitor documentary and account management compliance;

3.1.4 Coordination with clients and referrers to ensure compliance with documentary and transactional requirements;

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

3.1.5 Address basic queries of branch on investment funds;

3.1.6 Handle account opening and investment queries from clients and referrors