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Customer Services Officer - URGENT

Forthright Securities Company Limited

  • Company Industries:Others

Job Information

  • Post Date:2017-10-04
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Dealing & Trading  Customer Service - Supervisor/Officer  Order Processing & Operation / Settlement&

Job Description

Roles and Responsibilities:

  • Provide quality customer services including but not limited to the general enquiries, complaints handling, account opening, etc.;
  • Support clients or account managers to execute trading orders of HK and other markets e.g. US stocks;
  • Conduct on-going Customer Due Diligence (CDD) review;
  • Train up oversea office teammates on various customer service related matters/issues and ensure in compliance with relevant rules and regulations;
  • Liaise with different departments to coordinate and provide operational support between internal parties (front office and back office) and external parties (service providers) ensuring the smooth services process delivery;
  • Responsible to maintain customer relationships for achieving the organizational objectives
  • Manage and update the information in company website;
  • Participate in system enhancements, UATs and ad hoc projects; and
  • Occasional day/short trip to mainland for client meetings may be required.

  

Requirements:

  •  F.7 or above with at least 3 years' customer services experience in brokerage firm is a must;
  • Holder of SFC Type 1 licenses is essential;
  • Knowledge of Ayers Front and Back office trading operating platform will be an advantage;
  • Good team player and capable of working in a fast-paced environment;
  • Good interpersonal and communication skills, independent & strong sense of responsibility;
  • Good command of both spoken and written English and Chinese, and fluency in Putonghua is a must;
  • Proficient in PC knowledge such as Word, Excel, Outlook, PowerPoint; Chinese word processing is essential;
  • Immediate available is preferred.

 

We offer attractive remuneration package with comprehensive benefit to the right candidate. Interested parties please click “Apply Now” to submit applications or send applications with detailed resume stating career history, present & expected salary and date available to Human Resources Department, Forthright Securities Company Limited. Applicants who are not contacted within 6 months may consider their applications for the specified position unsuccessful.

All information provided by applicants will be used only for recruitment purpose and will be used strictly confidential. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Group and its related/partnership companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job applications is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Group to do so, after which the personal data will be destroyed.

Company Info

Forthright Securities Company Limited

A subsidiary of Forthright Financial Holdings Company Limited ("Forthright Financial") who is a leading provider of investment and financial trading services for our customer.  Founded in August 2015, Forthright Financial is rapidly developing our new businesses via the establishments of Forthright Securities, Forthright Asset Management, Forthright Finance, and Forthright Management Services.

Forthright Securities, a Type 1 & 4 licensed corporation of Securities & Futures Commission (CE No: BGP713), is an active participant in HKEX dealing in Securities. With our expertise on the latest Financial Technology (FinTech), Research and Customer Services , we strive to be the Investment Expert of HK & U.S. Market .

To assort with our development, we are now inviting high calibre candidates join us for the following position:

 

方德證券有限公司 

方德金融控股有限公司(“方德金控”)的子公司,致力為我們的客戶提供領先的投資及金融交易服務。方德金控於20158月成立,迅速拓展我們的業務,旗下有方德證券有限公司(“方德證券”)、方德資產管理有限公司、方德財務有限公司、方德管理服務有限公司等公司。

方德證券目前持有香港證券及期貨事務監察委員會(證監會)第1及4類“證券交易”牌照(中央編號:BGP713),亦為香港聯合交易所的交易所參與者。方德證券擁有專業的金融科技團隊、強大的研究團隊及客服團隊,旨在打造投資者心中的“港美股投資專家”。

 

為配合我們的發展,我們誠邀高素質的候選人加入我們以下的職位:

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