Bangkok, Thailand
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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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The Client Service Assistant supports Financial Consultants in delivering holistic financial services and solutions to high-net-worth clients. The role involves client onboarding, account opening, document processing, administrative work, responding to enquiries, supporting banking and investment transactions, maintaining client relationships, and assisting with financial-product analysis and tailored presentations.
The successful candidate should have an education in finance, accounting, economics, or a related field; new graduates are welcome. Thai nationality is required, along with strong communication, interpersonal, organizational, and English-language skills. The candidate must manage workload under pressure and obtain IC licenses P1, P2, and P3 during the probation period.
Prepare and process onboarding documents and account-opening paperwork for investment products.
Respond to client enquiries and resolve most issues and requests.
Assist Financial Consultants with banking and investment transactions and financial-product servicing and analysis.
Create tailored presentations and pitch documents in coordination with Financial Consultants and Investment Consultants.
Collaborate with departments to deliver services and ensure compliance with internal and external regulations and policies.
Thai nationality.
Education in finance, accounting, economics, or a related field; new graduates are welcome.
Willingness to remain in the position for at least 2.5–3.0 years.
Ability to obtain IC licenses P1, P2, and P3 during the probation period.
Strong communication, interpersonal, organizational, and English skills, with the ability to work under time constraints and pressure.
Experience working with PC and Microsoft applications, including Word, Excel, and PowerPoint.
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