Associate, Brokerage Business, Wealth Management
Core
Support customer service and sales operations for a brokerage business, handling client enquiries, account openings, and order management via phone, email, and virtual platforms.
Role type
Associate, Brokerage Business (Wealth Management)
Builds
Client accounts, virtual asset trading platforms, and Omni-channel services
Domain
Financial Services / Wealth Management / Securities Trading
Deliverable
client delivery
Required skills
Customer service, KYC procedures, securities trading knowledge, virtual asset platform familiarity, system testing, daily reporting, outbound sales calls
Preferred skills
Omni-channel solutions experience, AI chatbot development, IIQE certification
Technologies
Virtual asset trading platforms, AI chatbots, Omni-channel systems
Responsibilities
Handle customer enquiries via phone or email, support account opening and KYC, manage client lifecycle post-account opening, collaborate on virtual asset platform rollout, conduct daily reporting and system checks, perform outbound sales and compliance calls
Seniority
Associate (3+ years experience preferred)
