Account Services Associate
3 weeks ago
Responsibilities
:As member of the AMG, you will be responsible for approving broker dealer, financial institutional, corporates and retail client new accounts, daily;Responsible for processing ongoing account maintenance requests, daily;Research and resolve a wide variety of client question and/or issues on the account maintenance process;Review documentation related to the account maintenance request;Cross reference multiple databases both internal and external with a strong emphasis on regulatory aspects of AML and KYC;Correspond with clients, sales representatives and customer service representatives;Multitask with a strong emphasis on AML and KYC knowledge while dealing with customer update request;Collaborate with other cross functional teams to assist with account maintenance request;Follow internal policy and procedures when dealing with various account-related tasks;Excellent troubleshooting and problem resolution skills;Taking personal responsibility for identifying client needs while providing a high value experience;Efficient, self-motivated and hard working in a dynamic and fast paced environment;Learn all aspects of the IB Brokerage platform /policy and offer alternatives and options to satisfy customer post account approval concerns while complying with policies, practices and procedures; andWork closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements.Qualifications & Experience:
Bachelor's degree;Experience: 2+ years in Customer Service and/or Financial Service preferred;Excellent written and oral communication skills in English and Cantonese; Mandarin is advantageous;Minimum of 2 years’ experience and familiarity, preferably gained in brokerage or corporate banking environment;Experience handling client concerns and issues with tact and diplomacy;Strong research, investigatory, and problem-solving skills;Able to multitask various projects and firm initiatives;Intermediate experience with MS Outlook, MS Word, and MS Excel; andAbility to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.Core Competencies:
Ability to identify, analyze, and escalate complex issues;Attention to detail is a must;Excellent troubleshooting and problem resolution skills;Taking personal responsibility for identifying client needs while providing a high value experience;Efficient, self-motivated and hardworking; andBeing to be able to multitask in a pressured environment.Company Benefits & Perks
Competitive Salary, annual performance-based bonus and stock grantExcellent health and welfare benefits including medical, dental, specialist and in-patient Competitive package of Annual LeaveDaily lunch ordered in house with fully stocked kitchenModern offices with multi-monitor setupsGreat work life balanceUnique opportunity to gain exposure to global financial products, markets and clienteleOpportunities for career progression and job scope expansion in a global company with growing local presenceHybrid work arrangement role permitting.#LI -AW1
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