Overview
Role involves providing high-quality client service and facilitating client onboarding in the financial services sector.
Ideal candidate has 2-3 years of experience in client service or financial services with strong communication and problem-solving skills.
hybridmidpermanentfull-timeEnglishCantonese
Locations
Requirements
Bachelor's degree required 2-3 years in Client Service or Financial Service preferred Excellent communication skills in English Strong research and problem-solving skills Intermediate experience with MS Outlook, Word, and Excel
Responsibilities
Respond to client inquiries Research and resolve client issues Multitask with AML and KYC knowledge Learn brokerage platform and policies Work with Legal and Compliance Identify and escalate complex issues Provide high-value client experience Collaborate with New Account teams
Benefits
Annual performance-based bonus Excellent medical insurance Corporate fitness discounts Career progression opportunities