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Client Services / Dealer [CMFAS 1A, 2A, 6 and 6A required]

Employer
HARBRIDGE PARTNERS
Location
Singapore, Singapore
Salary
Competitive
Closing date
Mar 6, 2025
View more categoriesView less categories
Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Client Services / Dealer [CMFAS 1A, 2A, 6 and 6A required]
Location: Singapore

Job Description and Responsibilities

As a member of our Client Services group, you will interact with clients from around the globe, including professional retail clients, advisors, and broker-dealers. Your goal will be to develop and maintain long-term client relationships through responsive and superior service while advancing our technology and expanding global product offerings.
  • Handle client inquiries via various channels, including email, tickets, live chat, and phone calls.
  • Become familiar with proprietary platforms, including trading systems and administrative portals, to educate clients in alignment with our self-service, highly automated business model.
  • Assist clients in understanding the entire trading cycle, including funding processes, position transfers, corporate actions, margin calculations, and statement reconciliations.
  • Troubleshoot client issues, take ownership when problems arise, and liaise with internal teams such as Legal & Compliance, Risk, IT, Cashiering, Clearing, and other service groups globally.


Qualifications

Core Competencies:
  • Strong product knowledge in Equities, Options, Futures, and FX.
  • Self-starter with analytical and critical thinking skills.
  • Ability to handle stress and work independently in a fast-paced environment.
  • Excellent command of written and spoken English; proficiency in Chinese (Mandarin) is a strong plus.

Requirements:
  • Undergraduate degree.
  • Minimum of 2 years' experience at a global financial institution (new graduates with a strong grasp of core competencies may also be considered).
  • Preferably licensed with CMFAS 1A, 2A, 6, and 6A, or able to obtain licenses shortly after joining.
  • Knowledge of Microsoft Word and Excel; familiarity with Bloomberg, UNIX, and/or basic programming is a plus.
  • Candidates with experience in client services, middle/back-office operations, compliance, electronic trading, and fund administration will be prioritized.


Company Benefits & Perks
  • Competitive salary, annual performance-based bonus, and stock grant.
  • CPF contributions.
  • Excellent medical insurance, including dental, specialist, and in-patient coverage.
  • Competitive annual leave package.
  • Daily lunch provided, with a fully stocked kitchen.
  • Modern offices with multi-monitor setups.
  • Great work-life balance.
  • Unique opportunity to gain exposure to global financial products, markets, and clientele.
  • Opportunities for career progression and job scope expansion in a growing global company.
  • Hybrid work arrangement permitted.


Interested in this role or others? Please send your updated resume in English to cv[@]harbridgepartners[dot]com.

For inquiries, contact +852 2523 9955 and ask for Edward Chen, Richard Liu, or Cora Pang.

Harbridge Partners Limited
Employment Agency License: 75427

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