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

Posting Date:  May 22, 2023

Hong Kong, HK

Employment Status:  Permanent
Department:  Custody Services Department
Job Description: 

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