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Officer, Client Service

CASH Financial Services Group Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-05-30
  • Location:Kowloon Bay
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Financial Services  Others  Sales  CS & Business Devpt  Cus
  • Benefits:Dental insurance, Education allowance, Medical insurance, Performance bonus, Five-day work week

Job Description

As our Officer, Client Services, you will be gain a solid understanding of securities brokerage business and operational best practices. You will be responsible for providing full spectrum of operational support to our clients and internal stakeholders to foster a positive customer services experience, to ensure operational practices are in alignment with regulations and to optimize business operations efficiency.

Responsibilities:

  • Performed account opening activities and handle clients’ and internal stakeholders’ enquiries in a timely manner with professionalism;
  • Assist our clients in executing both local and overseas securities and commodities orders via Automatic Matching System;
  • Assist in other ad-hoc projects as assigned.

Requirements:

  • Associate degree or Degree holder in Finance, Economics, Accounting or other related business disciplines;
  • At least 2 year relevant experiences in financial industry
  • Passed in HKSI Paper 1 & 2 is a must;
  • Good command of spoken and written English and Cantonese is a must; Proficiency in Mandarin is an advantage;
  • A good team player with excellent interpersonal skill and proactive attitude; Detail-minded, well-organized with a strong sense of responsibility;
  • Proficient in MS Word, Excel, PowerPoint, and Chinese Word Processing.

Please apply with full resume, current and expected salary to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay or clicking below "Apply" button. 

The information provided will be used for selection purpose only. All information of unsuccessful applicants will be destroyed within six months.

Company Info

CASH Financial Services Group (“CFSG”, SEHK:510) offers global advisory services across the full spectrum of personal wealth management, corporate financial services, financial and family planning for individuals, cross-generations, business owners, investors, and ultra-high-net-worth individuals. Our dedicated team provides products and services such as investment services, asset management, insurance, wealth management, family office, business finance, corporate advisory, and EAM that best suit our customers’ needs.
CFSG has been awarded: Caring Company for 15 straight years, Edigest Wealth Management Award, HKEX ETF Awards, HKPC The Best Brand Enterprise Award (Greater China) and CORPHUB Most Outstanding Enterprise Award of Greater China's Asset Management Expert, etc.We are currently seeking a high calibre professional to join our team.
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