Client Service Analyst
Analyst, Client Services & Office Administration
Post-Trading | Client Services North Asia
Field of Activity
Respond to inquiries of the clients via email or phone and make sure that any issues are resolved for client satisfaction and report all important clients' concerns to their Line Manager for effective and prompt resolution of the issues in a professional manner.
Your Responsibilities:
* Handle client enquiries and maintain log of client enquiries and complaints
* Identify the needs of prospective clients in assigned areas for settlement and custody
* Provide solution to customer queries and maintain favorable relationship with clients to enhance their loyalty to the company
* Visit and train clients occasionally
* Support the Office Manager with clerical and administrative tasks to ensure the efficient operation of the HK office
* Ensuring the internal control systems are in place and that office business processes comply with company policies
* Review invoices and prepare reports on general expenses and petty cash
* Review and update administrative policies and procedures
Our Requirements:
* Minimum Bachelor's Degree in Finance and/or Economics or equivalent training
* 2 to 4 Years Experience in securities / banking business, with experience in custodian bank or securities house preferred
* Knowledge of or has done settlements in various markets
* Understanding of the process of income processing, corporate actions
* Possess fluent spoken Mandarin and Cantonese, and excellent spoken and written English
* Outstanding interpersonal skills, customer- and service-oriented
* Good working attitude and willing to learn
* Excellent communication, analytical and problem-solving skills
* Excellent teamwork and able to assimilate him/herself to the company's corporate environment
* Good working knowledge of MS Office
* Demonstrated ability to manage multiple tasks and priorities effectively
FAQs
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