Customer Services – Associate (Securities / Brokerage)
Mason Securities Limited
- Company Industries:Others
Job Information
- Post Date:2019-01-22
- Career Level:Entry Level
- Location:Central
- Yr(s) of Exp:2 years
- Qualification:Degree
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Financial Services Dealing & Trading Order Processing & Operation / Settlement
Job Description
Responsibilities
- Handle account opening and ensure that the account opening documents follow the internal policies and procedures
- Follow up with clients on outstanding account opening documentations
- Handle enquiries and provide quality customer services to clients
- Coordinate with relevant parties for the service requests from clients
- Assist in the implementation of new system and conduct UAT
- Assist in other ad hoc matters or additional duties as assigned
Requirements
- University degree in Business Administration or a related discipline with minimum of 2 year of working experience in securities firms or relevant financial institutions
- Holder of SFC license for Types 1 and 2 regulated activity or passes in HKSI Licensing Examination Papers 1, 7, 8 and 9 or equivalent required
- Solid knowledge of KYC requirements and client on-boarding procedures
- Strong communication and interpersonal skills with the ability to communicate with all levels of stakeholders
- Excellent command in spoken and written English and Chinese, fluency in Mandarin
- Candidates with more experience will be considered as Senior Associate
- Immediate available highly preferred
Company Info
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