Job description:

What you’ll be working on:

Responsibilities :

• Performs daily account opening and maintenance processing, including daily management of in-process, pending, and service-related activities.
• Support customer opening accounts and data maintenance and work closely with Business to contribute positively on the documentation, not limited to Account Opening, Maintenance, KYC.
• Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
• Perform Introducing Broker (IB) setting related and enquiries.
• Perform sales profile maintenance.
• Respond to issues and enquiries promptly through emails and Microsoft Teams chats etc.
• Communicate and coordinate issues with various departments, collect feedback, and put forward optimization plans and implement them.
• Escalate to team leader upon detection of error and shortcomings in the existing processes.
• Excel in daily tasks by keeping up to date on changes to processes/systems/campaigns.

What we’re looking for:

Requirements:

• Bachelor’s degree or above in any discipline. A background in finance, statistics, or programming is preferred.
• Customer-oriented, attentive to details, compliance and control oriented, diligent, proactive and able to work under pressure.
• Ability to conduct simulation & troubleshoot on the reported cases.
• Experience in supporting client’s enquiries and technical problem in the financial services is an added advantage.
• Good command in Mandarin is a MUST as you will deal with Chinese counterparts. English will be a plus.