Client Servicing
2 weeks ago
Get AI-powered advice on this job and more exclusive features.
Recruiting Hong Kong's Top Project ProfessionalsOperations professional required to help support client onboarding, deceased estates processing and intermediary/external planner functions for my clients Wealth Management business. Strong understanding around client lifecycle management and exception communication skills are required for this position.
Responsibilities:
- Ensuring all daily processes and SLAs are met within applicable timeframes
- Maintaining a culture of high performance and excellent service for both internal and external clients
- Contribute to additional administration projects as requested by management
- Provide exceptional client service support to internal and external clients alike
- Intermediary & External Planner administration
Required Skills:
- Understanding of the various legislation and regulations within the financial services industry (AML, KYC, FATCA and CRS requirements)
- Understanding of regulatory rules and how they apply to the business
- Experience in the production of procedure writing documents, spreadsheets
- Acute awareness of risk, with clear focus on control and timely escalation of risk items to management
- Strong investigative, analytical and problem solving skills
If you're interested in finding out more about this role please apply now for immediate consideration.
Seniority levelNot Applicable
Employment typeFull-time
Job functionFinance
IndustriesFinancial Services, Investment Banking, and Banking
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