Associate, Customer Service
部门:经纪业务发布时间:2022/10/06地点:香港
Responsibilities
- Assist clients in account opening and account maintenance, experience on handling individual, corporate and institutional clients
- Handle both clients and sales enquiries in a professional manner
- Perform document checks in relation to KYC/CDD, AML, CRS and FATCA
- Assist Team Head in daily business operations and activities in terms of coordination, organization and communication
- Liaise with the sales and other departments to streamline the working procedures
- Maintain and update Operational procedures from time to time to ensure complied with internal guidelines and relevant regulatory requirements
- Perform UAT on system enhancements
- Handle Ad-hoc tasks as required
Requirements
- Degree holder in Business or related discipline
- Qualified to be registered as a licensed person (type 1) under SFC in dealing securities is an advantage
- Minimum of 3-5 year's customer service working experience preferably in financial industry
- Knowledge on KYC, AML CRS and FATCA are preferred
- Good communication and interpersonal skills, and Good people management skills
- Customer-focused, proactive, patient and responsible
- Able to multi-tasking and work under dynamic work environment.
- Good command of English and Chinese, fluency in Putonghua is preferred
- Proficient in MS Office, especially in excel
We offer attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present & expected salaries and date of availability to Human Resources Department by clicking "Apply Now".