Senior Officer to Assistant Manager, Client Service, Custody Services Department

Job Responsibilities

• Assist client in day to day issues in relation to fund transfer, securities settlement, corporate actions, billing; liaise with internal teams to help clients in an effective and timely manner
• Ensure clients’ inquiries are appropriately communicated to Operations and follow up on related initiatives; Maintain and strengthen client relationship through high quality client service
• Collate and analyze data to facilitate business and system development initiatives; contribute to the continuous improvement of Client Service and Operations processes and systems
• Assist to collect client documents and process paperwork to ensure client information is well maintained in systems

Job Requirements

• University graduate 
• At least 2 years of client service, sales support or related experience within the financial cervices industry
• Custody/Securities Services is highly preferred
• Familiar with investment products and post-trade processing 
• Capable of dealing with clients’ questions and problem-solving
• Ability to work multitask effectively and meet strict deadlines 
• Able to successfully prioritize tasks and coordinate several priorities at once
• Fluency in English, Cantonese &Mandarin is essential
• Proficient in MS office tools and both Chinese and English word processing