Job Summary

Job Category:
Banking, Insurance & Financial Services
Years of Experience

Job Title: Client Service Representative

Job Description:

Company Description
Join an American MNC, which provides Private Banking, Asset Management, Treasury & Security Services, Private Wealth Management services and is one of the largest banks in the United States with a history dating back over 200 years. American multinational banking and financial services holding company with almost 240,000 employees in 60 countries

Job Responsibilities

  • Liaise with the operational teams to resolve any queries on client instructions and dealing related activities
  • Handle client onboarding and account maintenance with internal parties to ensure compliance with internal and regulatory requirements
  • Maintain the contact management tool (CRM) logging clients’ activities
  • Compile client regular reports and internal senior management reports
  • Participate in ad-hoc projects and initiatives as assigned
  • Provide administrative support to the team
  • Bachelor Degree in Banking & Finance, Business or equivalent 
  • At least 1 to 2 years of relevant working experience in the banking and finance industry
  • Strong interpersonal and communication skills
  • Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, detail-oriented and committed to accuracy
  • Ability to work independently and meet strict deadlines
  • Stakeholder management skills, with strong communication and written skills
  • Proficient in MS Office Suite (Word, Excel, PowerPoint and Outlook) 



About Us

At Randstad Sourceright, human intelligence is at the core of all that we do. This is much more than a brand statement: human intelligence is our belief in the power of people to change the world, in the possibilities to overcome challenges, and in the ability to create new opportunities. Nothing moves forward without it.

We are a multi-awarded and well-recognised organisation in our industry. Our team of highly specialised recruiters work with reputable companies and are committed to helping you find the right job. Get in touch with us today.


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