Client Management Executive

Responsibilities

· Performs daily account opening and maintenance processing, including daily management of in-process, pending, and service-related activities.

· Support customer onboarding and data maintenance and work closely with Business to contribute positively on the documentation, not limited to Account Opening, Maintenance, KYC.

· Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.

· Perform Introducing Broker (IB) setting related and enquiries.

· Perform sales profile maintenance.

· Respond to issues and enquiries promptly through emails and Microsoft Teams chats etc.

· Communicate and coordinate issues with various departments, collect feedback, and put forward optimization plans and implement them.

· Escalate to team leader upon detection of error and shortcomings in the existing processes.

· Excel in daily tasks by keeping up to date on changes to processes/systems/campaigns.

Requirements

· At least Degree in Finance/Banking, Business Administration, or any other related majors are preferred.

· Customer-oriented, attentive to details, compliance and control oriented, diligent, proactive and able to work under pressure.

· Ability to conduct simulation & troubleshoot on the reported cases.

· Experience in supporting client's enquiries and technical problem in the financial services is an added advantage.

· Good command in both English and Mandarin is a MUST as you will deal with Chinese counterparts.