Responsibilities
- Timely address all inquiries received through email or phone within agreed internal and external timelines or Service Level Agreements.
- Efficiently use internal systems and applications to manage queries, follow-ups, coordinate internally, and communicate externally.
- Ensure prompt escalation of any outstanding or pending matters as needed.
- Work closely with various local and global functional teams to resolve issues related to payments, receipts, commissions, AML/KYC, and reporting.
- Prepare and handle investors' or clients' reporting and mailings accurately and in a timely manner.
- Demonstrate a client-centric approach by providing high-quality and meaningful support to clients and investors.
- Be proactive in responding to inquiries from clients and investors, including account opening requests, trade status inquiries, and escalations.
- Take ownership of collaborating with internal departments to prioritize client and investor requests, deliverables, and issue resolutions.
- Maintain a strong understanding of the company products, systems, applications, and internal workflows.
- Develop an in-depth knowledge of clients' business needs to identify opportunities for improving overall client experience and service quality.
- Prepare internal reports such as KPIs, management reports, and updates to checklists/procedures.
- Participate in client meetings, including preparing presentation materials.
- Stay abreast of evolving industry initiatives, regional and global market practices through attending presentations, work sessions, and personal research efforts.
Requirements
- Bachelor degree holder
- 2+ years of experience in custody operations/ banking operations
- Experience in bond settlement systems such as EuroClear, ClearStream, CMU would be a plus
- Strong communication, articulation, and interpersonal skills (both verbal and written)
- Willingness and ability to collaborate and contribute in a global team environment
- Fluent in English and Chinese
Application
If this above description fits your experience and is something you would like to explore, please click 'Apply Now' to submit your resume to us.
Any questions, please feel free to contact Janet Chang at .
