About the role
From the employer’s listing · TRUST RECRUIT PTE. LTD. · posted 17 October 2026
Responsibilities
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Welcome and attend to walk-in customers, assist them with the onboarding process investment platform
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Provide basic guidance on products and platform features.
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Assist with documentation, compliance checks, and backend onboarding processes
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Handle basic client inquiries and escalate complex cases to relevant teams
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Educate clients on market opportunities and platform offerings
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Support sales teams in achieving client acquisition and relevant KPIs
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Provide on-site support during marketing campaigns and roadshows
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Assist in promoting strategic brand partnerships and community engagement efforts
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Work closely with branch managers and team members on daily operations and special initiatives
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Provide feedback to improve service workflows and customer experience
Requirements
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2-3 years of experience in customer service, financial advisory, or retail investment services.
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Familiarity with financial markets, brokerage platforms, and investment products.
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Proactive in problem-solving and dedicated to user experience.
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Familiarity with compliance and documentation requirements in the financial sector
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Tech-savvy and comfortable with digital platforms and CRM systems
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Willingness to work rotating shifts, weekends, and public holidays.
HOW TO APPLY
Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.
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Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Leonne Ngan JinYun
EA Personnel Reg No: R26164195