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Job ref no.: CT3112265-01#0214
Core Pacific - Yamaichi International (H.K.) Ltd

Senior Customer Service Officer (Account Opening)

Core Pacific - Yamaichi International (H.K.) Ltd

Benefits
  • 5-day week
  • Compassionate leave
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Marriage leave
  • Medical plan
  • … + 1 more

Responsibilities

  • Perform client onboarding review, KYC and AML checking.
  • Ensure client account documentations comply with internal guidelines and regulatory requirement.
  • Perform client account maintenance and ensure information is accurately and timely updated, reviewed and documented.
  • Prepare reports for management review.
  • Perform client due diligence and prepare information required for CRS and FATCA reporting.
  • Coordinate with services providers and internal parties to ensure smooth operation, services subscription and services delivery.
  • Prepare content and materials for communication with clients.
  • Participate in / manage ad hoc projects with the team.
  • Responsible for enhancing customer relationships to meet organizational objectives.
  • Provide guidance and training to junior / new team members; coordinate and supervise the team to maintain smooth operation.

 

Requirements

  • Degree holder major in business related disciplines.
  • Holder of SFC licences RA1 & RA2 and PIBA licenses are preferred.
  • More than 4 years of relevant experience in customer service in brokerage, finance or banking industry is required.
  • Familiar with financial products, KYC and AML.
  • Good communication and problem solving skills.
  • Self-motived, hardworking and ability to work under pressure.
  • Good command of spoken and written Chinese and English, including Mandarin.
  • Proficiency in MS Word and Excel.

We offer 5 days work, good career prospects & competitive remuneration packages to the right candidate. If you welcome the challenge of working in a fast-paced and dynamic environment, please send us your application with availability, present and expected packages in MS Word.

The Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
11th Floor, China Resources Building,
26 Harbour Road, Wanchai, Hong Kong
E-mail: [via CTgoodjobs Apply Now ] or Fax No. 2918-1202
Website: www.cpy.com.hk



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More job information
Job ref no. CT3112265-01#0214
Salary
  • N/A
Job Function
Industry
Location
  • Wanchai
Employment Term
  • Permanent
  • Full-time
Experience
  • 4 years - 15 years
Career Level
  • Non-management level
Education
  • Degree
  • Master's degree
Require to Travel
  • No travel