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Operation Officer (Customer Services), Financial Services Company

Amazin Consultants Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2022-07-12
  • Career Level:Entry Level
  • Location:Not Specified
  • Yr(s) of Exp:2 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Job Function:Sales  CS & Business Devpt  Customer Service - Supervisor / Officer  Banking / Finance  
  • Benefits:Dental insurance, Life insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

Our client is a wealth management company providing financial services to worldwide customers. To cope with expansion, they are seeking for an enthusiastic individual to support the operation team.

Responsibilities:

  • Support daily operational duties and provide services such as client accounts administration (e.g. opening and closing of accounts).
  • Perform due diligence and review account opening documents.
  • Ensure transactions are authorized and processed accurately, efficiently and in compliance with regulatory guidelines, internal policies and procedures.
  • Update and maintain client database and filing records.
  • Act as liaison between external business partners, clients and consulting team.
  • Assist office administrative duties and projects as assigned.
Requirements:
  • Strong attentive to details, well-organized, ability to take ownership and work independently.
  • Good in people skills, strong teamwork and proactive with can-do attitude.
  • Exposure with CRM systems is a plus.
  • Experience in KYC and client onboarding would be an advantage.
  • Excellent in English communication.

Company Info

Amazin Consultants  is specialized in Recruitment and HR services in Greater China and Asia regions. We have very diverse partners from Fortune 500 companies to local enterprises and startups.  Our dedicated professional consultants are here to offer personalized and efficient services to employers and candidates.  With over a decade of market knowledge and intelligence, coupled with our extensive networks, we excel in “getting the right person to the right job”. Our area of expertise includes retail, e-commerce, F&B, sourcing, manufacturing, banking & finance, building & constructions etc.

Contact Information:

Job Application : [email protected]

Telephone: +852 2572 8630

Address:
Unit B, 14/F, Hyde Centre
223 Gloucester Road, Wan Chai
Hong Kong

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