Operation Officer /Customer Service Officer
DA International Financial Service Limited
- Company Industries:Financial Services
Job Information
- Post Date:2022-10-19
- Career Level:Entry Level
- Location:Wan Chai
- Yr(s) of Exp:2 years
- Qualification:Degree
- Employment Type:Full Time
- Job Function:Banking / Finance Financial Services
- Benefits:Dental insurance, Free shuttle bus, Medical insurance, Performance bonus, Five-day work week
Job Description
DA International is a Hong Kong and the US licensed financial institution that provides a one-stop solution service of investment in equities, derivatives, and wealth management products. We are devoted to empowering individual investors to invest in better and wiser ways through our digitized trading platform and tutor community. We believe investors will need more than a low-cost broker, but an environment to improve their investment skills.
Job Description:
· Handle and follow up on clients' inquiries on account opening and trading platforms in a professional manner
· Handle client on-boarding, document checking processes, and conduct KYC review to comply with SFC for account opening procedures
· Handle customer feedback and complaints
· Liaise with the marketing department to conduct client behavior research
· Perform other ad-hoc duties as assigned
Requirements:
· Degree Holder or above in Business Administration or related discipline
· Minimum 2 years experience in financial institutions
· Candidates with SFC License Type 1 & 2 are preferred
· Fluency in spoken Putonghua
· Excellent computer skills in MS Word, MS Excel, and MS PowerPoint
· Candidates with less experience will be considered for a junior post
· Welcome IANG, Working Visa Candidate
Why join us?
We are an employer who cares about the career development of our staff. You will learn more about compliance, product knowledge, and investment when you work with us.
This role is not just customer service, but a foundation for young professionals who would like to explore their career paths in the financial industry. Through the customer service working tasks, you will understand more about the relevant compliance and risk control issues behind the paperwork. In addition, you will be trained up to have an abundant product and investment knowledge in handling clients enquires.
If you like to build your career in the financial industry, please join us.
Please join us if you like to work in an open and innovative environment.
Company Info
Position | Company | Location | Update |
---|