Overview

OCBC Securities Private Limited

OSPL Investor Hub Customer Service Officer – (250000HS)

Description

 

1.       Customer Interaction and Support

·       Provide prompt and professional service to customers.

·       Handle customer enquiries, complaints and resolving issues relating to the accounts, trades and services efficiently.

·       Guide customers on using self-service options such as online trading or mobile apps.

·       Maintain a positive, empathetic, and professional attitude toward customers at all times.

2.       Account Management

·       Assist customers with account openings, estate accounts, account closures, share and fund transfers, settlement instructions, maintenance of personal information, trading eligibility requirement such as CAR/CKA/SIP.

·       Ensure that all documents and transactions handled over the counter are reviewed with relevant supporting documents, processed accurately and efficiently.

3.       Product and Services Knowledge

·       Stay informed about OSPL products, services and processes to effectively respond to customers where necessary.

4.       Compliance and KYC

·       Perform video verification for customers’ applications/transactions who are unable to visit Investor Hub.

·       Ensure compliance with Group and OSPL policies and procedures and regulatory requirements during customer interactions and transactions.

5.       Problem resolution

·       Identify and resolve customer complaints or issues in a timely manner.

·       Escalate complex issues to appropriate department or management where necessary.

·       Follow up on customer requests and ensure timely resolution.

6.       Record Keeping

·       Maintain accurate records of all customer interactions, transactions and any follow up actions required.

7.       Continuous Improvement to services

·       Contribute to service excellence by proactively providing feedback and input into improving the service.

·       Attend customer service-related trainings to upskill and certification.

8.       Team Collaboration

·       Work collaboratively with colleagues and other departments to ensure a seamless customer experience.

 

Qualifications

 

·       Diploma or degree, preferably in Banking or Finance

·       Minimum 2 to 3 years of relevant experience in Customer Service, operational knowledge in Securities and stock market would be advantageous

·       Possess strong written communication and good oral skills and have customer centric and service excellence mindset

·       Effective interpersonal skills with both internal and external customers

·       Self-motivated and able to work under pressure

·       Good team player with commitment and initiative

·       Meticulous, well organized, with the ability to analyse and solve problems

·       Mature, resourceful, independent

 

Primary Location

: Singapore

Job

: Customer Service

Organization

: OCBC Securities Private Limited

Schedule

: Permanent

: Full-time

Job Posting

: 28-Mar-2025, 7:34:18 AM

Tagged as:

About OCBC Bank

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang.

OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.