Client Service Analyst - Hong Kong, 香港 - Pacific Focus

描述

Responsibilities:

Client Onboarding and Account Maintenance:

• Facilitate the client onboarding process, ensuring all necessary documentation and information are collected and verified in accordance with regulatory requirements.
• Process account opening, closure, and maintenance requests accurately and efficiently.
• Collaborate with internal teams, such as Compliance and Risk, to ensure adherence to regulatory and internal policy requirements.

Systems and Process Management:

• Utilize banking systems and software to perform client service operations effectively.
• Identify opportunities for process improvement and contribute to the development and implementation of streamlined operational procedures.
• Work closely with IT and other relevant stakeholders to resolve system issues and enhance operational efficiency.

Client Inquiries and Issue Resolution:

• Respond to client inquiries and requests promptly and professionally, providing accurate information and resolving issues to the client's satisfaction.
• Collaborate with internal teams, such as Relationship Managers and Product Specialists, to address complex client inquiries and provide comprehensive solutions.

Requirements:

• Bachelor's degree in finance, business, or a related field.
• Prior experience in client service operations within the banking industry is preferred.
• Strong knowledge of banking products, services, and operational processes.
• Familiarity with regulatory requirements and compliance standards in the banking industry.