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Client Services Assistant

job title: Client Services Assistant
contract type: Full-time
location: Central
sector:
salary: 12.000HKD - 13.500HKD (depending on experience)
start date: as soon as possible
duration: permanent
ref: #A677
job published: 28 days ago

job description

A Wealth Management company is looking for a Client Services Officer. You will be responsible for performing a variety of clerical and administrative duties, primarily supporting the Client Services Team Manager, and acting as the first point of contact with internal and external clients.

Key Responsibilities:

• Provide all rounded support in operations including applications processing and answering inquiries from partners and administrator

• Handle KYC due diligence for clients, and Dow Jones checking;

• Conduct Post sale calls to clients and follow up as per regulated workflow

• Handle policy servicing tasks such as personal details update, withdrawal, fund switching

• Assist to update checklist / manuals and ensure that all are up to date

• Ensure data accuracy and responsible for client records maintenance including creating client folder, scanning and filing

• Perform all other duties as assigned by reporting Manager from time to time.

 

flexibility: full time, some flexiblilty possible

languages: English