Executive, Clearing & Branch Support

Executive, Clearing & Branch Support
Company:

Apex Securities Berhad



Job Function:

Management

Details of the offer

Job Description   Client Onboarding Manage end-to-end onboarding process for new clients. Act as primary point of contact for remisier or dealer during the onboarding process, provide support and guidance as needed. Data Integrity Oversight To cross-check and verify data entered by Data Entry Specialists for accuracy and completeness. Conduct regular audit to ensure that client information and transactions are accurately recorded and comply with regulatory standard. Strategic Planning and Coordination Collaborate with senior executives to define and execute strategic initiatives, ensuring alignment with execute strategic initiatives, ensuring alignment with organizational goals and industry best practices. Cross Functional Collaboration Liaise with various internal departments, to ensure smooth handover of clients accounts post-onboarding. Address and resolve any discrepancies related to client data or documentation. Team Development Foster a culture of continuous improvement, accountability, and high performance within the department. Compliance and Risk Management Stay abreast with industry regulations and compliance requirements, ensuring strict adherence within the department. Job Requirements Candidate must possess at least Bachelor Degree in Business Administration, Finance or related field. 3 years of experience in client onboarding, data entry, or related roles within the financial service industry. Proficient using onboarding software and CRM system. Strong understanding of stockbroking operations, regulatory frameworks and industry best practices. Excellent communication, organizational and problem-solving skills.


Source: Talent_Ppc

Job Function:

Requirements

Executive, Clearing & Branch Support
Company:

Apex Securities Berhad



Job Function:

Management

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