Position overviewPosted 2 days ago

Client Service Assistant Team 9

KKP (Kiatnakin Phatra Financial Group) →
Not specifiedNew graduates are welcome; candidates must be willing to work in this position for at least 2.5-3.0 years.

Bangkok, Thailand

Compensation
THB 25,000 - THB 40,000
THB / month

Estimated range. Confirm compensation with the employer.

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Listing record updated: November 12, 2026. We archive records after 60 days without an update. This date does not confirm that the employer is still hiring.

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About the position

The Client Service Assistant works with Financial Consultants to deliver holistic financial services to high-net-worth clients. Duties include preparing client onboarding and account-opening documents, responding to client inquiries, supporting banking and investment transactions, maintaining client relationships, analyzing financial products, and creating tailored presentations and pitch documents.

The successful candidate should have a background in finance, accounting, economics, or a related field; new graduates are welcome. Thai nationality is required, and the candidate must obtain IC licenses P1, P2, and P3 during the probation period. The role requires strong communication, organization, workload management, English proficiency, and Microsoft Office skills. The position should be held for at least 2.5–3.0 years.

Responsibilities

  • Prepare and complete onboarding and account-opening documents for clients and relevant investment products.
  • Respond to client inquiries and resolve most issues and requests.
  • Assist Financial Consultants with banking and investment transactions and client servicing.
  • Create tailored presentations and pitch documents and coordinate with Investment Consultants and pitch teams.
  • Collaborate with departments and mentor junior and mid-level team members while ensuring compliance with internal and external regulations.

Requirements

  • Thai nationality.
  • Education in finance, accounting, economics, or a related field.
  • Obtain IC licenses P1, P2, and P3 within the probation period.
  • Excellent communication and interpersonal skills, with a team-player mindset.
  • Strong written and spoken English, detail orientation, organization, and Microsoft Word, Excel, and PowerPoint skills.

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