Client Management Executive

Shareholder Services

• Attend to stakeholders' enquiries and process all submitted documents relating to shareholder services.
• Receive, check, sort, record and process all documents received from shareholders or lodging agents in accordance with the necessary procedures.
• Acknowledge and issue receipts to shareholders or lodging agents.
• Ensure documents and forms are replenished.
• Promptly, accurately, professionally and courteously receive all telephone calls and enquiries and direct/relay and record messages accordingly.
• Process corporate actions, transfers, replacement cheques/certificates, proxy votes, and any other client/shareholder instructions.
• Support client shareholder meetings – registration and polling services.
• Proactively participate in projects.
• Proactively participate in user acceptance tests.
• Proactively update client information in the appropriate systems.
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