4,134 Customerservicerepresentative jobs in Singapore
Client Services
Posted today
Job Viewed
Job Description
Job Description
RESPONSIBILITIES
• Manage development and delivery of suitable marketing and media solutions for client's marketing and communication needs. e.g. events, in-store, social media, partnerships, artwork, where appropriate
• Create and execute work plans for publicity and/or marketing campaigns and events
• Work with internal and external teams to review and deliver solutions to ensure budget and timeline are managed, while maintaining a fair and respectful working workflow for all team players
- Exemplify company philosophy in implementing standards - timeliness, value-adding and constantly upgrading of knowledgable with a can-do attitude
SKILLS
• Excellent communication skills and the ability to anticipate the needs of customers
• Must demonstrate strong analytical thinking skills
• Should possess strong problem solving skills and the ability to make sound judgement calls
• Superior organisational and time management skills
• Knowledge of customer service programs and databases, or the ability to learn new software quickly
• Innovative, creative thinking skills to ensure the organization is providing a cutting edge client experience
• Independent, reliable and self-motivated.
• Customer Oriented
Negotiation
Ability to Multitask
Excellent Communication Skills
Outsourcing
Team Development
Marketing
Event Planning
Vendor Management
Attention to Details
Publicity
Communication Skills
Customer Oriented
Customer Service
Decision Making
Creative Thinking
Ability To Learn
Service Delivery
Client Services
Posted today
Job Viewed
Job Description
Duties and Responsibilities
Reporting to the Head of Client Services, this executive will support our portfolio managers in portfolio management, trade execution, and reconciliation with partner banks/brokers/accountants. His/her responsibilities include:
· Helping to process onboarding, subscription and redemption requests which includes liaising with the investors for due diligence checks and documentation
· Working with business support providers to process transactions and deliver investors' requirements in an efficient and responsible manner
· Making follow-up investor calls and ensure compliance with all regulatory requirements
· Helping to maintain our investor record as well as a record of trades and settlement, funding and reconciliation
· Assisting the company in meeting tax reporting and audit requirements, as well as in fund administration and NAV reconciliation
· Assisting with preparation of marketing collaterals as part of the investor relations activities
· Supporting administrative and enhancement projects as assigned from time to time
Skills, Knowledge and Competencies
The candidate should ideally possess:
· A highly developed and keen sense of teamwork
· Ability to understand issues and appropriately escalate to Management in a timely fashion
· Dynamic, detail-oriented person and able to work under pressure
· Strong analytical skills
· Proficiency in MS Office
· Excellent communication skills
· Relevant academic or professional experience (accounting, fund accounting, fund administration or private banking.
Tell employers what skills you haveExcellent Communication Skills
Due Diligence
Analytical Skills
Investments
Fund Administration
MS Office
Accounting
Compliance
Fund Accounting
Tax Reporting
Regulatory Requirements
Audit
Client Services
Posted today
Job Viewed
Job Description
RESPONSIBILITIES
• Manage development and delivery of suitable marketing and media solutions for client's marketing and communication needs. e.g. events, in-store, social media, partnerships, artwork, where appropriate
• Create and execute work plans for publicity and/or marketing campaigns and events
• Work with internal and external teams to review and deliver solutions to ensure budget and timeline are managed, while maintaining a fair and respectful working workflow for all team players
- Exemplify company philosophy in implementing standards - timeliness, value-adding and constantly upgrading of knowledgable with a can-do attitude
• Excellent communication skills and the ability to anticipate the needs of customers
• Must demonstrate strong analytical thinking skills
• Should possess strong problem solving skills and the ability to make sound judgement calls
• Superior organisational and time management skills
• Knowledge of customer service programs and databases, or the ability to learn new software quickly
• Innovative, creative thinking skills to ensure the organization is providing a cutting edge client experience
• Independent, reliable and self-motivated.
• Customer Oriented
Client Services Executive
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Client Services Executive role at Marex
1 week ago Be among the first 25 applicants
Join to apply for the Client Services Executive role at Marex
Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics
Marex Solutions is a division of Marex specialising in the manufacture and distribution of customised derivative products on Equities, Commodities, Credit, FX, Funds, Fixed Income and Digital Assets. These products are distributed to customers through two specialist channels: Hedging Solutions and Financial Products.
Role Summary
The role is responsible for managing the Know Your Customer (KYC) process within Marex Hedging Solutions covering the APAC region. The Client Services Execute will cover both new client onboarding and periodic client reviews. Acting as a key liaison between prospective clients, Sales, and internal stakeholders, the role ensures that all necessary KYC documentation and data requirements are accurately collected and maintained in line with regulatory standards (FCA, MAS, ASIC).
The position also owns and drives the Annual Credit Review process for all APAC Hedging Solutions clients, serving as the primary conduit between Credit and Sales teams to ensure timely completion of reviews.
A strong understanding of processes and end-to-end client lifecycle processes is essential, as the role involves coordination with various teams on activities such as account setup and closure, KYC reviews, mandate updates, operational configurations, and SSI management. The ability to quickly assess and resolve client-related issues is key to success in this position.
Overall Responsibilities
- Responsible for the KYC process within Marex Hedging Solutions across both new Client Onboarding and updating periodic reviews.
- Liaising between prospective clients and Sales to gather all information and documentation requirements for the onboarding of clients. Performing periodic reviews for clients by confirming KYC data requirements, collecting relevant KYC information etc.
- Performing periodic reviews for clients by confirming KYC data requirements, collecting relevant KYC information etc.
- Own the ongoing Annual Credit Review for all APAC HS clients.
- As part of this Credit role. Be the conduit between credit teams and sales teams so that reviews are handled promptly.
- Develop a good understanding of key systems and end to end processes across Marex Solutions
- Co-ordinate with internal teams with regards to lifecycle management related activities e.g., account opening & closing, KYC period reviews, mandate changes, operational set up, SSIs, Agile etc.
- Ability to quickly understand and resolve client issues.
- Ensuring compliance with the company’s regulatory requirements under the FCA, MAS & ASIC.
- Demonstrating highest level standards of integrity and conduct and reflecting Company Values.
- At all times complying with the MAS Code of Conduct /Marex’s Code of Conduct.
- To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility.
- To report any breaches of policy to Compliance and/ or your supervisor as required.
- The Company may require you to carry out other duties from time to time
Competencies:
- Excellent verbal and written communication skills
- A collaborative team player, approachable, self-efficient and influences a positive work environment
- Demonstrates curiosity
- Resilient in a challenging, fast-paced environment
- Excels at building relationships, networking and influencing others
- Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness
- Proven experience in Onboarding/ KYC procedures and regulations in the UK and under EMIR/MIFID environment
- Display excellent communication skills while liaising with clients
- Ability to interact smoothly and effectively with multiple internal stakeholders involved in the specs of his/her role, namely KYC, QC, EDD, FC, Legal, Credit and sales teams
- Proven knowledge of Microsoft Office applications as well as internal apps and system
- Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this.
Acting as a role model for the values of the Company:
Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly.
Integrity - Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do – our clients expect this and we demand it of ourselves.
Collaborative - We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do.
Developing our People - Our people are the basis of our competitive advantage. We look to “grow our own” and make Marex the place ambitious, hardworking, talented people choose to build their careers.
Adaptable and Nimble - Our size and flexibility is an advantage. We are big enough to support our client’s various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.
Conduct Rules:
You must:
- Act with integrity
- Act with due skill, care and diligence
- Be open and cooperative with the FCA, the PRA and other regulators (where applicable)
- Pay due regard to the interests of customers and treat them fairly
- Observe proper standard of market conduct
- Seniority level Entry level
- Employment type Full-time
- Job function Marketing and Sales
Referrals increase your chances of interviewing at Marex by 2x
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#J-18808-LjbffrClient Services Manager
Posted 1 day ago
Job Viewed
Job Description
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Direct message the job poster from Morgan McKinley
Internal Talent Acquisition Specialist @ Morgan McKinley | Global Talent AcquisitionMorgan McKinley is looking for a Client Services Manager to join our Talent Solutions team in Singapore.
This role will report into the Regional Client Services Director, Talent Solutions and will be a part of the local leadership team to deliver the highest standards of service to our clients across Asia Pacific.
Key Responsibilities
Client Relationship Management:
- Serve as the primary point of contact for our accounts ensuring a comprehensive understanding of their recruitment needs, objectives, and challenges.
- Build and maintain a trusted, long-term relationship with the client, offering strategic advice and recruitment solutions that meet their evolving business needs.
- Regularly engage with the client to gather feedback, assess satisfaction, and proactively suggest improvements to optimize recruitment processes and results.
Strategic Oversight and Delivery
- Lead the end-to-end delivery of RPO services for assigned accounts, ensuring high-quality recruitment processes, meeting SLAs and KPIs, and delivering top talent to the client.
- Manage the recruitment lifecycle, from sourcing to onboarding, with a focus on attracting and retaining talent.
- Assume ownership of the delivery of revenue and performance targets for the account with a particular focus on client profitability and client satisfaction.
Team Leadership and Development:
- Lead and manage a dedicated recruitment team for the key account, providing guidance, support, and career development to ensure high performance and alignment with client expectations.
- Develop performance metrics and KPIs specific to the accounts, ensuring continuous improvement and accountability.
- Foster a collaborative team environment that focuses on delivering exceptional results and high client satisfaction.
Client-Specific Operational Excellence:
- Develop and implement robust recruitment processes, ensuring compliance with industry regulations and client-specific requirements in the financial services sector.
- Proactively identify opportunities for process improvements, aiming to increase efficiency, candidate quality, and client satisfaction.
- Manage resources, budgets, and timelines effectively to meet client needs and ensure optimal service delivery.
- Manage delivery risks and maximise profitability through effective resource planning and allocation.
- Work closely with the delivery team to ensure that data is rigorously analysed and used for assessing performance, resources and trends which could lead to potential opportunities or risks
- Conduct monthly and quarterly meetings with the Client Service team(s) to share feedback, celebrate success, and agree actions to improve delivery and grow the account(s)
Business Growth and Account Expansion:
- Identify opportunities for growth and expansion within the key account, such as expanding the scope of RPO services, offering new recruitment solutions, or scaling recruitment efforts to meet evolving business demands.
- Work closely with the sales and business development teams to identify new business opportunities with the client and drive account growth.
Market Insights and Reporting:
- Stay informed about the latest market trends in the relevant labor market, talent availability, salary benchmarks and regulatory developments within the relevant sectors to provide valuable insights to clients and candidates.
- Stay updated on industry trends, job market dynamics
- Provide regular performance reports to the client and internal stakeholders, analyzing key metrics such as time-to-fill, quality of hire, and recruitment costs.
- Utilize data and market insights to make informed recommendations that will help the client achieve its recruitment goals and stay competitive in its industry.
- Work with our marketing teams to support the creative delivery of appropriate talent pools for our clients.
Many solutions may require additional support such as technology, branding/marketing, EVP, D&I etc, it will be important that the Client Services Manager can support and help drive inputs to the above.
Your experience
- Experience in leading delivery teams across RPO solutions in Singapore
- A demonstrable track record of success in Talent Solutions Delivery to date.
- Clear capability to scale and grow teams and delivery capability to support our planned growth and expansion.
- Strong and confident leadership and communications skills.
Ideal:
- A track record of achievement in Talent Solutions delivery across Asia Pacific
- Experience of delivering with onshore and offshore delivery teams
- Evidence of client approvals/testimonials relating to work done
Preferred Qualifications
- Your desire to deliver and exceed expectations will be infectious and will help to instil a winning mentality across our team.
- Situationally self-aware - tailor communication style and message to ensure maximum impact on different audiences. You hold opinions and are comfortable with challenging existing norms to create better outcomes while collaborating with and exerting influence on internal and external stakeholders.
- You are data-driven, analytical and evidenced-based in your thinking and decision-making.
- You are entrepreneurial and resourceful.
- Solution development skills - be able to play a leading role in the development and implementation of appropriate solutions and services to meet client challenges.
- Strong commercial acumen
- Organisation and time-management skills
- Ability to meet deadlines under pressure.
- Problem-solving and can-do attitude.
Our Values and Culture
- More Human Please
- We succeed together
- We simplify the complex
At the core of our Go Beyond culture, are these four values, which are driven through every aspect of our business. Our company culture embraces someone who takes pride in their work, believes in going beyond for their clients and candidates, has an entrepreneurial spirit and enjoys working in a highly collaborative and diverse team.
At Morgan McKinley we are committed to creating a workplace that embraces and celebrates diversity, equity, and inclusion. We believe that our strength lies in the diverse backgrounds, perspectives, and experiences of our team members.
Please note, only shortlisted applicants will be contacted.
EA License No: 11C5502
Seniority level- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other
- Industries Staffing and Recruiting
Referrals increase your chances of interviewing at Morgan McKinley by 2x
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#J-18808-LjbffrClient Services Executive
Posted 3 days ago
Job Viewed
Job Description
Singapore, SG Full-Time Client Services Marex Solutions
Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics
Marex Solutions is a division of Marex specialising in the manufacture and distribution of customised derivative products on Equities, Commodities, Credit, FX, Funds, Fixed Income and Digital Assets. These products are distributed to customers through two specialist channels: Hedging Solutions and Financial Products.
Role Summary
The role is responsible for managing the Know Your Customer (KYC) process within Marex Hedging Solutions covering the APAC region. The Client Services Execute will cover both new client onboarding and periodic client reviews. Acting as a key liaison between prospective clients, Sales, and internal stakeholders, the role ensures that all necessary KYC documentation and data requirements are accurately collected and maintained in line with regulatory standards (FCA, MAS, ASIC).
The position also owns and drives the Annual Credit Review process for all APAC Hedging Solutions clients, serving as the primary conduit between Credit and Sales teams to ensure timely completion of reviews.
A strong understanding of processes and end-to-end client lifecycle processes is essential, as the role involves coordination with various teams on activities such as account setup and closure, KYC reviews, mandate updates, operational configurations, and SSI management. The ability to quickly assess and resolve client-related issues is key to success in this position.
Overall Responsibilities
- Responsible for the KYC process within Marex Hedging Solutions across both new Client Onboarding and updating periodic reviews.
- Liaising between prospective clients and Sales to gather all information and documentation requirements for the onboarding of clients. Performing periodic reviews for clients by confirming KYC data requirements, collecting relevant KYC information etc.
- Performing periodic reviews for clients by confirming KYC data requirements, collecting relevant KYC information etc.
- Own the ongoing Annual Credit Review for all APAC HS clients.
- As part of this Credit role. Be the conduit between credit teams and sales teams so that reviews are handled promptly.
- Develop a good understanding of key systems and end to end processes across Marex Solutions
- Co-ordinate with internal teams with regards to lifecycle management related activities e.g., account opening & closing, KYC period reviews, mandate changes, operational set up, SSIs, Agile etc.
- Ability to quickly understand and resolve client issues.
- Ensuring compliance with the company’s regulatory requirements under the FCA, MAS & ASIC.
- Demonstrating highest level standards of integrity and conduct and reflecting Company Values.
- At all times complying with the MAS Code of Conduct /Marex’s Code of Conduct.
- To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility.
- To report any breaches of policy to Compliance and/ or your supervisor as required.
- The Company may require you to carry out other duties from time to time
Competencies, Skills and Experience
Competencies:
- Excellent verbal and written communication skills
- A collaborative team player, approachable, self-efficient and influences a positive work environment
- Demonstrates curiosity
- Resilient in a challenging, fast-paced environment
- Excels at building relationships, networking and influencing others
- Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness
Skills and Experience
- Proven experience in Onboarding/ KYC procedures and regulations in the UK and under EMIR/MIFID environment
- Display excellent communication skills while liaising with clients
- Ability to interact smoothly and effectively with multiple internal stakeholders involved in the specs of his/her role, namely KYC, QC, EDD, FC, Legal, Credit and sales teams
- Proven knowledge of Microsoft Office applications as well as internal apps and system
- Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this.
Company Values
Acting as a role model for the values of the Company:
Respect – Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly.
Integrity – Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do – our clients expect this and we demand it of ourselves.
Collaborative – We work in teams – open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do.
Developing our People – Our people are the basis of our competitive advantage. We look to “grow our own” and make Marex the place ambitious, hardworking, talented people choose to build their careers.
Adaptable and Nimble – Our size and flexibility is an advantage. We are big enough to support our client’s various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.
Conduct Rules:
You must:
- Act with integrity
- Act with due skill, care and diligence
- Be open and cooperative with the FCA, the PRA and other regulators (where applicable)
- Pay due regard to the interests of customers and treat them fairly
- Observe proper standard of market conduct
Client Services Director
Posted 3 days ago
Job Viewed
Job Description
About Elmwood
Elmwood Design Consultancy is a leading global design agency renowned for creating impactful and innovative brand experiences. With a rich history of design excellence, we are committed to pushing the boundaries of creativity and design to deliver outstanding results for our clients.
As an agency, our goal is to be an invaluable partner to our clients and help them grow their brands based on evidence-based marketing principles. With access to MSQ’s broader capability set, particularly in digital and tech, we bring greater insight and channel-specific expertise to meet the needs of today’s leading brands.
As a Client Services Director within a client-centric business, you will be responsible for the overall agency performance and operations, ensuring financial goals are met, developing and growing agency/client strategy, relationships, and goals, while coaching client service staff to improve their fluency.
About the role:
Client Services
- Create and develop commercial opportunities with existing clients, maximizing accounts and overall revenue growth by at least X% (based on agency goals).
- Build a pipeline of future work and ensure the agency’s revenue targets are achieved for the year.
- Develop, lead, and inspire the team, including recruiting, onboarding, coaching, and managing performance and accountability.
- Contribute to the strategic direction and tactics of client accounts based on a strong understanding of their marketing and business objectives, including strategic brand design and commercial delivery.
- Own and maintain relationships with primary client contacts and build relationships with senior directors and above.
- Quickly understand client needs to drive growth, manage expectations, increase satisfaction and engagement, and elevate TRR scores.
- Partner strategically with MD and teams on growth, new business, and commercial strategies.
- Negotiate rate cards, contracts, and policies with client procurement teams beneficially and competitively.
- Build strong cross-disciplinary ties to produce successful global brand accounts, maintaining high communication levels throughout the account lifecycle.
- Create, document, and deploy client service training and knowledge-sharing sessions to optimize business performance.
Leadership
- Embodies and promotes the Elmwood culture across teams.
- Designs team structures (hiring, development, replacements) that deliver high value to clients, staff, and the agency, aligned with financial and growth targets.
- Drives client service excellence, collaboration, and a culture of delighting clients.
- Contributes to a culture that meets challenging financial and performance targets.
- Ensures teams continually develop agency offerings and marketing expertise.
- Attracts, develops, and retains talent, building a track record of developing leaders and attracting top industry CS talent.
- Sets performance expectations, provides feedback, and manages behaviors and performance gaps.
- Monitors individual and team performance and workload, addressing learning, development, and performance issues.
- Participates actively in the annual performance review process.
Operations
- Analyzes information provided by team members across functions and levels.
- Problem-solves creatively, developing alternative solutions for resourcing, processes, and client satisfaction.
- Assists in preparing and implementing forecasts, business plans, and budgets.
- Develops and maintains quality control procedures for overall optimization (e.g., Paprika, finances, workflow, timesheets), working closely with the Head of Ops/Traffic.
- Supports successful integration across functions and disciplines.
- Acts as a point of escalation, collaborating with other leaders and partners to meet growth, retention, and client experience goals.
- Identifies new ways to contribute to overall agency and client profitability.
Desired Skills and Expertise
- 20 years of experience in brand experience (static/dynamic) across consumer and corporate brands, with a focus on CPG packaging.
- Excellent written and presentation skills, especially in English.
- Ability to manage multiple projects and teams across disciplines simultaneously.
- Curiosity, rigor, initiative, and passion for excellence.
- Attention to detail and accuracy.
- Problem-solving skills.
- Strong prioritization and negotiation abilities.
- Team-player attitude.
- Strong sense of responsibility and commitment.
- Proficiency in MS Office (Word, Excel, PowerPoint) and Keynote.
- Minimum undergraduate degree, ideally in Business, Marketing, or Communications.
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Client Services Executive
Posted 4 days ago
Job Viewed
Job Description
Maintain accurate client records and ensure all documents comply with MAS regulations and internal policies.
Assist with client onboarding by gathering necessary documentation and ensuring regulatory compliance.
Follow up on client requests, provide accurate information, and resolve issues.
Attend client meetings to clarify sales objectives and assist with presentations and reports.
Help track sales leads, opportunities, and performance metrics.
Build and maintain strong customer relationships.
Benefits:
Competitive salary with bonuses awarded quarterly and at year-end for good performance.
Opportunities for recognition awards, including international travel.
Paid training, mentorship, industry certification, and hands-on experience to grow your career in wealth management.
Access to advanced digital tools for flexible hybrid work
Fast career progression to management within 2 years.
Job Requirements:
Motivated and Ambitious individual with Strong Leadership qualities
Passionate about wealth management, planning, and solutions
Efficient in analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to work on a flexible schedule that includes weekends
Bachelor's degree or a Diploma from a local polytechnic
Whether you are a fresh graduate or looking for a mid-career switch, we welcome you to apply!
#J-18808-LjbffrClient Services Executive
Posted 10 days ago
Job Viewed
Job Description
Singapore, SG Full-Time Client Services Marex Solutions
Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics
Marex Solutions is a division of Marex specialising in the manufacture and distribution of customised derivative products on Equities, Commodities, Credit, FX, Funds, Fixed Income and Digital Assets. These products are distributed to customers through two specialist channels: Hedging Solutions and Financial Products.
Role Summary
The role is responsible for managing the Know Your Customer (KYC) process within Marex Hedging Solutions covering the APAC region. The Client Services Execute will cover both new client onboarding and periodic client reviews. Acting as a key liaison between prospective clients, Sales, and internal stakeholders, the role ensures that all necessary KYC documentation and data requirements are accurately collected and maintained in line with regulatory standards (FCA, MAS, ASIC).
The position also owns and drives the Annual Credit Review process for all APAC Hedging Solutions clients, serving as the primary conduit between Credit and Sales teams to ensure timely completion of reviews.
A strong understanding of processes and end-to-end client lifecycle processes is essential, as the role involves coordination with various teams on activities such as account setup and closure, KYC reviews, mandate updates, operational configurations, and SSI management. The ability to quickly assess and resolve client-related issues is key to success in this position.
Overall Responsibilities
- Responsible for the KYC process within Marex Hedging Solutions across both new Client Onboarding and updating periodic reviews.
- Liaising between prospective clients and Sales to gather all information and documentation requirements for the onboarding of clients. Performing periodic reviews for clients by confirming KYC data requirements, collecting relevant KYC information etc.
- Performing periodic reviews for clients by confirming KYC data requirements, collecting relevant KYC information etc.
- Own the ongoing Annual Credit Review for all APAC HS clients.
- As part of this Credit role. Be the conduit between credit teams and sales teams so that reviews are handled promptly.
- Develop a good understanding of key systems and end to end processes across Marex Solutions
- Co-ordinate with internal teams with regards to lifecycle management related activities e.g., account opening & closing, KYC period reviews, mandate changes, operational set up, SSIs, Agile etc.
- Ability to quickly understand and resolve client issues.
- Ensuring compliance with the company’s regulatory requirements under the FCA, MAS & ASIC.
- Demonstrating highest level standards of integrity and conduct and reflecting Company Values.
- At all times complying with the MAS Code of Conduct /Marex’s Code of Conduct.
- To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility.
- To report any breaches of policy to Compliance and/ or your supervisor as required.
- The Company may require you to carry out other duties from time to time
Competencies, Skills and Experience
• Excellent verbal and written communication skills
• A collaborative team player, approachable, self-efficient and influences a positive work environment
• Demonstrates curiosity
• Resilient in a challenging, fast-paced environment
• Excels at building relationships, networking and influencing others
• Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness
Skills and Experience
• Proven experience in Onboarding/ KYC procedures and regulations in the UK and under EMIR/MIFID environment
• Display excellent communication skills while liaising with clients
• Ability to interact smoothly and effectively with multiple internal stakeholders involved in the specs of his/her role, namely KYC, QC, EDD, FC, Legal, Credit and sales teams
• Proven knowledge of Microsoft Office applications as well as internal apps and system
• Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this.
Company Values
Acting as a role model for the values of the Company:
Respect – Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly.
Integrity – Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do – our clients expect this and we demand it of ourselves.
Collaborative – We work in teams – open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do.
Developing our People – Our people are the basis of our competitive advantage. We look to “grow our own” and make Marex the place ambitious, hardworking, talented people choose to build their careers.
Adaptable and Nimble – Our size and flexibility is an advantage. We are big enough to support our client’s various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.
Conduct Rules:
You must:
• Act with integrity
• Act with due skill, care and diligence
• Be open and cooperative with the FCA, the PRA and other regulators (where applicable)
• Pay due regard to the interests of customers and treat them fairly
• Observe proper standard of market conduct
Executive - Client Services
Posted 12 days ago
Job Viewed
Job Description
Executive, Client Services, Facultative Reinsurance
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
- Perform processing of premium closing with efficiency and accuracy
- Assist to review and guide junior staff on premium calculation and ensure prompt processing
- Handle premiums, claims, debt collection and cash flow management
- Monitor unallocated receipts and ensure it is reconciled promptly
- Monitor and ensure timely identification and compliance with evolving accounting guidance
- Handle and manage reporting on London alignment
- Accounting system and process improvements
Skills and experience that will lead to success
- Bachelor’s in Business / Finance or equivalent
- At least 6 years of Credit Control experience in re/insurance industry
- Excellent written and verbal communications skills
- Team player, ability to multi-task and work independently
- Meticulous - exceptional attention to detail
- Proficiency in MS Office including Word, Excel and PowerPoint
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work. and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
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