Account Services Officer
Shanghai, China Bachelor's Degree
Job description
(HANGSENG-CN)
· To verify the customer applications, supporting documents transmitted by branches / sub-branches;
· To perform system maintenance of customer information. Ensure the data input is efficient and up to standard;
· To archive account opening/maintenance document images, and maintaining internal registries;
· Set up tracking records for exception / outstanding cases, closely monitor the status and report any irregularities / long outstanding issues to team leader.
· Ensure timely and correct input based on customer applications;
· By providing more effective account services to improve customer experiences and increase stakeholders benefits
· By communicating effectively with team members, mangers, business units and branches/sub-branches to complete project/UAT tests and improve personal skills.
· To conduct day end reconciliation for all transactions, ensure that all system input are completed timely according to our Service Level Agreement [SLA].
Desired profile
Qualifications :
· 1-2 years' related experience
· Bachelor degree with major in Business, Finance, or Accounting
· Good knowledge in account services
· Good learning attitude and capacity, willing to work hard and under pressure, and keen to grow
· Familiar with compliance and local regulator requirement
· Interpersonal and communication skill
· Compliance and risk sense and escalation mindset
· Proficiency in written English