1945 Customer Service Representatives jobs in Woodlands

We are seeking customer-focused individuals to join our retail team as representatives of excellent service. Our environment is designed to be welcoming and friendly, providing the ideal setting for those who enjoy interacting with customers.

Key Responsibilities:

• Handle transactions efficiently and provide a positive experience for customers.
• Offer friendly and professional service to customers, addressing their needs and concerns.
• Assist customers with their purchases and respond to inquiries.

Essential Qualifications:

• Excellent communication skills, with the ability to interact effectively with customers.
• Ability to work in a fast-paced retail setting, handling multiple tasks simultaneously.
• Meticulousness and attention to detail are essential for this role.
• Prior retail experience is beneficial but not required, as training will be provided.

Why Work With Us?

• A supportive workplace environment that encourages growth and development.
• Opportunities to advance within the retail industry.
• A range of staff benefits and discounts.

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

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.

Overview:

We are seeking a proactive and detail-oriented individual to support our financial advisory practice. The role involves client servicing, administrative support, and ensuring smooth coordination of client engagement activities.

Key Responsibilities:

• Client Relationship Support

• Manage, schedule and coordinate meetings.

• Assist with birthday gifting, client appreciation initiatives, and other relationship-building activities.

• Provide support for claims servicing and ensure timely follow-up with clients.

• Share health and investment updates with clients where required.

• Administrative & Data Management

• Prepare and maintain Excel reports for client tracking, claims, and updates.

• Update CRM systems & frameworks with accurate and timely information.

• Confirm and coordinate client appointments, ensuring schedules run smoothly.

• Support the advisor in system updates, workflow improvements, and project-specific admin tasks.

• Assist in ad-hoc tasks to ensure smooth business operations.

Requirements:

• Strong organizational and time management skills.

• Proficiency in Microsoft Excel and Canva tools.

• Good communication and interpersonal skills.

• Attention to detail and ability to handle sensitive client information with confidentiality.

• Able to start work immediately

• Possess laptop to work

• Prior experience in client servicing, financial services, or administrative roles is a plus.

Work Arrangement:

• Flexible (part-time or full-time, 3-5 day work week).

• $10 / hour ($12 / hour after probation)

• Hybrid / remote work arrangements may be considered after probation

• Exemplify company philosophy in implementing standards - timeliness, value-adding and constantly upgrading of knowledgable with a can-do attitude

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.

• Craft financial plans that aligned with our client goals and aspirations.
• Analyze financial data and provide correct recommendations to clients.
• Conduct research and stay up to date with financial products, industry trends and regulations.
• Direct clients to financial reports to make informed decisions.

• Minimum educational qualification: GCE 'A' Levels, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Entrepreneur can-do mindset.
• Strong analytical and numerical skills.
• Positive attitude and strong passion for financial planning.
• Excellent organizational, communication and teamwork skills.

• Comprehensive financial training and professional development.
• Learn more about personal wealth and investment planning for current/future retirement needs.
• Attractive remuneration/incentive scheme.
• Flexible work time.
• Hybrid work mode, work from home.
• Team support in learning how to handle customer rejections and generating leads.

If you are driven, passionate about learning about personal investment and good in financial numbers, ready to embark on a rewarding journey filled with purpose and potential, we have a good opportunity for you. Our client's business is focused on creating a better future, ethical practice and financial well -being for their clients.

Our client's commitment on empowering entry level and mid-career transitions: They are dedicated to help candidates transit seamlessly into the financial industry, providing the necessary training and mentorship to support you in your career success. They stand by each other, offering support and encouragement to ensure your journey with them is fulfilling and rewarding.

Key responsibilities

• Craft financial plans that aligned with our client goals and aspirations.
• Analyze financial data and provide correct recommendations to clients.
• Conduct research and stay up to date with financial products, industry trends and regulations.
• Direct clients to financial reports to make informed decisions.

Key requirements

• Minimum educational qualification: GCE 'A' Levels, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Entrepreneur can-do mindset.
• Strong analytical and numerical skills.
• Positive attitude and strong passion for financial planning.
• Excellent organizational, communication and teamwork skills.

Key benefits

• Comprehensive financial training and professional development.
• Learn more about personal wealth and investment planning for current/future retirement needs.
• Attractive remuneration/incentive scheme.
• Flexible work time.
• Hybrid work mode, work from home.
• Team support in learning how to handle customer rejections and generating leads.

Please note that only shortlisted applicants will be updated.