Business Operations Coordinator
2 days ago
CICC is seeking a highly skilled Operations Specialist to join our Equities Department. This role plays a critical part in maintaining the highest level of customer service and satisfaction.
Key Responsibilities:
- Conduct thorough Know-Your-Client (KYC) processes for account opening and investor onboarding, ensuring seamless integration with internal teams.
- Coordinate with front office personnel to effectively handle client/counterparty inquiries and concerns.
- Manage fund transfer and collateral movement requests from clients/counterparties, adhering to relevant compliance requirements.
- Perform regular account review exercises, including Anti-Money Laundering (AML), Common Reporting Standard (CRS), and Professional Investor eligibility checks.
- Support new business initiatives within the Equities Department, driving growth and development.
Required Skills and Qualifications:
- Demonstrated experience in Equities account management and knowledge of the KYC process.
- Familiarity with Client Relationship Management (CRM) systems and ability to work efficiently under pressure.
- Excellent PC skills, particularly in Excel and data management, as well as good command of Mandarin and English.
- Bachelor's degree or above.
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