Operations Assistant/Officer

5 days ago


hong kong, Hong Kong SAR China Wrise Financial Management Services Limited Full time

Operations Assistant/Officer We are seeking a detail-oriented Operations Assistant/Officer to join our dynamic team. In this role, you will play a pivotal part in ensuring seamless client onboarding, compliance adherence, and operational efficiency. This is an excellent opportunity for professionals looking to grow their career in the insurance/financial services sector. Key Responsibilities Deliver high-quality customer service by addressing client inquiries, executing orders, and resolving complaints professionally. Process insurance applications, including document collection, verification, and account opening for new and existing clients. Maintain accurate client records and ensure data integrity across systems. Conduct KYC, CDD, and AML checks, including periodic reviews and investigations of trigger events. Ensure all operations comply with internal policies and regulatory requirements (e.g., SFC, IA guidelines). Support teammates in daily operations to meet and service standards. Liaise with sales teams, business partners, and internal departments to resolve queries related to policies, products, and procedures. Requirements Diploma or above in Business, Finance, or a related discipline. 1-2 years of experience in customer service, operations, or administration within insurance, brokerage, or financial institutions. IIQE qualified, or progressing toward certification, or willing to complete it, is a MUST. Additional qualifications (e.g., HKSI) are a plus. Fluent in English, Mandarin, and Cantonese (written and spoken). Proficient in MS Office (Excel, Word); familiarity with CRM systems is advantageous. Strong organizational skills, attention to detail, and a proactive, team-player mindset. Immediate availability preferred. #J-18808-Ljbffr



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