Associate, Client Onboarding (Mutual funds)

Location: Hong Kong
Job Type: Contract
Industry: 零售和商業銀行
Reference: 34729_1712632512
Job Published: 2024年04月09日 11:15

Responsibilities

Client Service Delivery

  • Answers routine to complex customer inquiries, determines customer concerns/problems, and contributes to the resolution of escalated issues by offering solutions within scope of work via inbound and outbound calls
  • Adheres to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives
  • Performs KYC due diligence for both corporate and retail clients to meet regulatory requirements
  • Identifies customers' current and future needs proactively to ensure a positive customer experience
  • Verifies customer requests to ensure information is correct and in good order, and takes appropriate action
  • Corresponds with customers via phone, email or standard/complex written correspondence, where appropriate
  • Performs activities related to department's mailing
  • May perform relevant operational or service ad-hoc requests assigned by leader
  • Other tasks, duties or projects as assigned based on business requirements



Compliance & Risk Management

  • Detects and assesses potential signs of fraudulent and/or suspicious activity and takes appropriate action with guidance
  • Adheres to all fund and company policies and regulatory controls and requirements and offers suggestions or feedback when requested or appropriate



Business Process Improvement (Continuous Improvement)

  • Participates in business improvement activities, demonstrates basic understanding of lean concepts and improvements to existing workflows; supports change management activities
  • Identifies trends and recommends improvement opportunities to streamline business processes resulting in greater efficiencies, productivity, and service



Teamwork, Networking & Partnering to Achieve Objectives

  • Develops and leverages internal and external relationships to achieve shared priorities and goals, satisfy customer needs, resolve problems, and increase business insight and awareness
  • Actively participates in team meetings by contributing topics for discussion and offering ideas and feedback


Qualifications & skills

  • Bachelor's Degree
  • 1 to 2 years' experience working in a financial services firm ideally in a client service role
  • Mutual funds experience is a plus
  • Strong PC knowledge including use of Microsoft Office applications
  • Excellent written and verbal communication skills in English and Chinese (written) / Cantonese (verbal) to interact with clients, business partners and management
  • Proficiency in Mandarin is a plus
  • Effective organizational skills, ability to multitask and prioritize own workload
  • Ability to resolve queries arising in daily work, maintaining accountability and escalating issues appropriately