A foreign financial services firm that specialises in clearing and settlement is looking for a client services representative. about the job
- Provide support to sales individuals in closing new client business, primarily by demonstrating core systems and addressing processing-related queries.
- Take the lead in managing and facilitating the client onboarding process, including issuing necessary documents and coordinating information exchange between external and internal stakeholders.
- Drive the account opening process from approval to implementation, collaborating with the Operations, IT, and Risk teams to ensure accurate and comprehensive information.
- Collaborate with various client-facing personnel, such as the sales team and client services, to fully understand each client's specific business requirements and propose suitable solutions.
- Have good understanding in futures and options
skills & experiences required
- 5 years of experience in client servicing role and strong knowledge in future and options
- Understand clearing processes and procedures
- Able to work collaboratively with front office and senior executives in the firm
- Strong English, Cantonese, and Mandarin business language (both written and verbal) ability
To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Kira Tang on + 852 2232 3492 or email: kira.tang@randstad.com.hk