Client Account Assistant (6-Month and 1-Year Contract)

Responsibilities:

• Conduct account opening document review
• Perform name screening and AML assessment
• Perform accurate data input in systems
• Ensure that SOPs are properly followed
• Meet agreed service levels consistently
• Assist with ad hoc tasks assigned by supervisor
• Communicate with and support front-office sales and assistants regarding account opening related matters

Requirements:

• Data entry test will be conducted during interview
• Higher diploma or above
• Strong attention to detail and accuracy in data entry tasks
• Basic understanding of individual account opening process
• Team work oriented
• Preferably with account opening experience in brokerage or banking Industry
• Proficiency in English and Chinese word processing
• Good command of both spoken and written English and Chinese, including Mandarin
• Effectively using AI is preferred