Respond to client inquiries via email or phone, ensuring issues are resolved to their satisfaction. Report significant client concerns to the Line Manager for prompt and professional resolution.

Your Responsibilities:

• Handle client inquiries and maintain a log of inquiries and complaints.
• Identify the needs of prospective clients in settlement and custody.
• Provide solutions to customer queries and foster favorable relationships to enhance client loyalty.
• Occasionally visit and train clients.
• Support the Office Manager with clerical and administrative tasks to ensure efficient operation of the HK office.
• Ensure internal control systems are in place and 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, Economics, or equivalent training.
• 2 to 4 years of experience in securities or banking, preferably with custodian bank or securities house experience.
• Knowledge of settlements in various markets.
• Understanding of income processing and corporate actions.
• Fluent in Mandarin, Cantonese, and excellent spoken and written English.
• Outstanding interpersonal skills, customer- and service-oriented.
• Good working attitude and willingness to learn.
• Excellent communication, analytical, and problem-solving skills.
• Strong teamwork and ability to integrate into the company's corporate environment.
• Proficient in MS Office.
• Demonstrated ability to manage multiple tasks and priorities effectively.
  

Desired Skills and Experience

Respond to client inquiries via email or phone, ensuring issues are resolved to their satisfaction. Report significant client concerns to the Line Manager for prompt and professional resolution.

Your Responsibilities:

Handle client inquiries and maintain a log of inquiries and complaints.
Identify the needs of prospective clients in settlement and custody.
Provide solutions to customer queries and foster favorable relationships to enhance client loyalty.
Occasionally visit and train clients.
Support the Office Manager with clerical and administrative tasks to ensure efficient operation of the HK office.
Ensure internal control systems are in place and business processes comply with company policies.
Review invoices and prepare reports on general expenses and petty cash.
Review and update administrative policies and procedures.

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