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Officer / AM / M - Customer Service ( Banks / Securities Firms are welcome !! )

Be Myjob Company Limited
Hong Kong
Posted 3 days ago Permanent Negotiable
E
Posted by
Eva Kwan
Recruiter

Responsibilities:

  • Handle customers services and account maintenance in a timely manner.
  • Monitor daily client service operations including but not limited to review and follow up with client enquiries and complaints in full compliance with the Company policies, rules and regulations.
  • Supervise and check daily operations regarding account maintenance.
  • Formulate, implement and review Policy and Procedures on regulatory compliance of client services and account maintenance
  • Maintaining system contracts and vendor services within operation unit.
  • Manage audit/regulatory inspections and ensure timely closure of audit issues and regulatory findings.
  • Ensure operation flow and enhancing operation capacity by automation.

Requirements:

  • University or above is required, in Finance or Economics is preferred.
  • Familiar with SFO, Codes and other compliant / regulatory requirements is a plus.
  • Strong leadership, communication and presentation skill.
  • Responsible, self-motivated, independent and attention to detail.
  • Experience in KYC review maintenance of account documentation and other account servicing functions & FATCA, CRS reporting
  • Ability to multi-task and managing projects simultaneously.
  • Energetic, adaptive to change, strong communication, analytical and problem solving skills.
  • Customer-focused and able to work under pressure
  • Proficiency in using the Microsoft Excel, PowerPoint and Word.
  • Proficiency in written and spoken English and Chinese with fluency in Mandarin.
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