Operational activities
- Process Trade & Transfer orders from customers
- Perform document completion for trades & transfers along with verification
- Process incoming trades related cash and incoming transfer requests
- Trace pending transactions and settle transactions on receipt of contract note
- Process corporate action shares and cash events promptly and accurately
- Be risk aware and take all steps necessary to minimise errors including fully complying with existing procedures and staying aware of procedure change
- Assist in documenting team procedures and in project works, when required
- Day to day decision making guided by policies, procedures and business plans as well as managing exceptional cases
Customer Service
- Investigate, monitor, record and resolve simple queries/issues raised by the client via phone calls and emails
- Provide the highest standard of service in all dealings with the client
- Undertake reviews of client’s activity, utilisation of products to suggest changes/improvements and identify development and training requirements
Role model to the rest of the team in living up to the values to the company and guidance of team members.
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