Customer Services Assistant

Bond West Consultants

  • Wan Chai District, Hong Kong
  • Permanent
  • Full-time
  • 4 days ago
(Ref Number: jobs-0825_MY)Our client, a local asset management company, is now seeking a candidate for the position below:Customer Services Assistant (Fresh / IANG welcome)Responsibilities:Support relationship managers in client relationship management, including account onboarding, KYC procedures, processing client transactions, and providing back-office assistance.Liaise with private banks, securities firms, insurance brokers, and other institutions to address and resolve daily client inquiries.Execute trades for financial products, including foreign exchange (FX), equities, mutual funds, and structured products.Provide administrative and operational support to the team to ensure efficient workflow.Assist in financial operations, such as daily payments, intercompany reconciliations, third-party payables/receivables, monthly invoicing, and processing employee expense claims.Requirements:Degree holder with HKSI Paper 1 qualification.Related working experience in financial institution is preferred.Cantonese speaking skill is required. Good command of English writing and reading.Strong communication skills and proficiency in common office software.Please send in your full resume with the last drawn, expected salary, and availability to Bond West Application Email Address "Click Here" or via the "APPLY" button.For more job opportunities, please visit our website: www.bondwest.com.(Data collected is only for recruitment purposes)All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

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