Job ref no.: CT3114630-01#6023

Customer Service Associate (Chinese Bank; 20K)

Recruit Logic Limited

  • 5-day week
  • Dental plan
  • Insurance plan
  • Medical plan


  • Maintain client’s master records and update all subsequent changes on client’s file
  • Review and process account opening, including corporate account and professional investor structure, in compliance with SFC requirements
  • Follow up account opening documentation
  • Handle customers’ enquiries and requests
  • Carry out KYC and AML checking
  • Verify client’s signature on all instruction forms
  • Scan client records for optical storage
  • Ad hoc task as assigned by supervisor


  • Bachelor degree in Business, Management or Finance related discipline
  • Minimum 2-4 years’ relevant experience (customer service experience gained in securities industry and knowledge on related SFC requirements an advantage)
  • Familiar with MS Office, Excel, PowerPoint applications and Chinese Word Processing
  • Excellent communication and interpersonal skills
  • Attentive to details, be able to work under pressure and independently
  • Good command of written and spoken English and Chinese with fluency in Cantonese and Mandarin; knowledge of Simplified Chinese a plus

Interested parties please send in resume by clicking Apply Now.

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More job information
Job ref no. CT3114630-01#6023
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 2 years - 4 years
Career Level
  • Entry level
  • Degree