ABOUT THE ROLE
We are an international financial services group with regulated entities across multiple jurisdictions, including the UK (FCA) and Australia (ASIC). The group provides technology-driven trading and investment services to a global client base.
The organization is currently in the process of establishing a regulated presence in Singapore under the Monetary Authority of Singapore (MAS). This role offers a unique opportunity to join during the build phase and contribute directly to regulatory readiness, framework implementation, and business launch.
Further details about the organization will be shared with shortlisted candidates under confidentiality.
The Client Service Specialist is the frontline voice for our Singapore clients. You will handle day-to-day inbound queries, guide clients through their account journey, and ensure every interaction meets the high standards expected of a MAS-licensed broker. This role suits someone eager to build a career in financial services with a genuine interest in trading and technology.
KEY RESPONSIBILITIES
Client Support
- Respond to client enquiries via email, live chat, and phone in a timely, accurate, and professional manner.
- Assist clients with account opening, KYC documentation, and verification queries.
- Support clients on deposit and withdrawal processes, escalating to back office where required.
- Provide clear, factual guidance on platform navigation, order types, and product features without providing financial advice.
- Log all client interactions accurately in the CRM system (Zendesk).
Compliance & Conduct
- Adhere strictly to execution-only parameters - no investment advice, no trading recommendations.
- Identify and escalate vulnerable client indicators, complaints, and suspicious activity in line with firm procedures.
- Complete all mandatory compliance, AML/CFT, and product training as scheduled.
- Maintain client confidentiality in accordance with PDPA and firm data handling policies.
Team & Operations
- Work collaboratively within the team, sharing knowledge and covering workload during peak periods.
- Contribute to maintaining and updating macros and internal procedure guides.
- Participate in team briefings, product refreshers, and quality calibration sessions.
- Flag recurring client issues to the Senior Client Service Specialist or Client Services Manager.
REQUIREMENTS
Essential
- Minimum 1 year of client-facing experience in financial services, fintech, or a related field.
- Strong written and spoken English; additional language (Mandarin, Malay, or Tamil) is an advantage.
- Genuine interest in financial markets, trading, or investment products.
- High attention to detail and strong organisational skills.
- Comfortable working in a fast-paced, regulated environment.
Preferred
- Naturally warm and personable, with a positive disposition that puts clients at ease.
- Familiarity with CFDs, leveraged products, and/or physical equities trading.
- Prior use of Zendesk, Salesforce, or similar CRM/ticketing tools.
- Second Asian language (Mandarin, Malay, or Tamil) to support local client base.
- CMFAS RES-1B, RES-2B, CM-EIP and CM-SIP qualification, or willingness to obtain.
WHAT WE OFFER
- Structured onboarding and product training from day one.
- Mentorship from senior team members and a clear progression path.
- Exposure to a globally-operating, MAS-licensed brokerage.
- Competitive salary commensurate with experience.
- Supportive and growth-oriented team environment.
