Customer Services

Our client is an investment platform that provides quality user experience and advanced tools and services. Under key features include low-cost trading, free real-time quotes, full extended hours trading and 24/7 in-app help center.

• Ensure and facilitate the proper execution of equities trades for clients in an accurate and timely manner.
• Proactively handle clients’ enquiries (email/phone) on trading-related matters.
• Actively involved in key projects such as onboarding of new products, platform development, etc.
• Understanding all business systems, processes, and procedures.
• Drive a ‘Customer First’ initiative: communicate excellent customer service standards through timely, appropriate support.
• Engage customers to kickstart their investment journey with company (e.g. calling customers to complete their account registration and funding.
• Exceptional handling of trades during system downtime.

• At least 1 years of experience in relevant dealing experience in equities and/or options in financial institutions or brokerage firms.
• Possesses IC licenses would be an advantage.
• Strong communication skills to be communicate effectively with various stakeholders.
• Independent worker with the capability to thrive under pressure.