Senior Customer Service Officer (Account Opening)
Core Pacific - Yamaichi Int'l (H.K.) Ltd
- Company Industries:Financial Services
Job Information
- Post Date:2018-04-21
- Career Level:Middle
- Location:Not Specified
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Financial Services Dealing & Trading Customer Service - Supervisor/Officer
Job Description
Responsibilities
- Perform client onboarding review, KYC and AML checking.
- Ensure client account documentations comply with internal guidelines and regulatory requirement.
- Perform client account maintenance and ensure information is accurately and timely updated, reviewed and documented.
- Prepare reports for management review.
- Perform client due diligence and prepare information required for CRS and FATCA reporting.
- Coordinate with services providers and internal parties to ensure smooth operation, services subscription and services delivery.
- Prepare content and materials for communication with clients.
- Participate in / manage ad hoc projects with the team.
- Responsible for enhancing customer relationships to meet organizational objectives.
- Provide guidance and training to junior / new team members; coordinate and supervise the team to maintain smooth operation.
Requirements
- Degree holder major in business related disciplines.
- Holder of SFC licences RA1 & RA2 and PIBA licenses are preferred
- For Senior Customer Service Officer, more than 4 years of relevant experience in customer service in brokerage, finance or banking industry is required.
- Familiar with financial products, KYC and AML.
- Good communication and problem solving skills.
- Self-motived, hardworking and ability to work under pressure.
- Good command of spoken and written Chinese and English, including Mandarin.
- Proficiency in MS Word and Excel.
We offer 5 days work, good career prospects & competitive remuneration packages to the right candidate. If you welcome the challenge of working in a fast-paced & dynamic environment, please send your application with availability, present and expected packages in MS Word format to us or click "Apply Now".
The Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
11th Floor, China Resources Building
26 Harbour Road, Wanchai, Hong Kong
Fax No.: 2918-1202
Website: http://www.cpy.com.hk/
Personal data collected will be used for recruitment purpose only.
Company Info
Core Pacific - Yamaichi Group is an expanding and leading financial services group which served clients in both Hong Kong and the Greater China. Apart from offering financial services & wealth management services, it also provides asset management services.
E-mail: [email protected]
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