Job Description
Brief Summary
Join our dynamic team to deliver exceptional client service and support for account management in the Greater China Market. This role is pivotal in ensuring seamless execution of trades and enhancing client satisfaction. Responsibilities
Provide support for client accounts, servicing, and retention to team leaders and relationship managers. Liaise with internal departments on administrative matters related to trade execution, settlements, securities delivery, corporate actions, and loan transactions. Collaborate with financial institutions and service providers regarding account openings and client administrative tasks. Review daily transaction listings to verify accurate processing of trades. Prepare and dispatch trade confirmations to clients. Monitor and coordinate trade settlements effectively. Input orders for securities, forex, and money market transactions into the system. Assist in preparing and following up on account opening documentation. Maintain and upd...
Join our dynamic team to deliver exceptional client service and support for account management in the Greater China Market. This role is pivotal in ensuring seamless execution of trades and enhancing client satisfaction. Responsibilities
Provide support for client accounts, servicing, and retention to team leaders and relationship managers. Liaise with internal departments on administrative matters related to trade execution, settlements, securities delivery, corporate actions, and loan transactions. Collaborate with financial institutions and service providers regarding account openings and client administrative tasks. Review daily transaction listings to verify accurate processing of trades. Prepare and dispatch trade confirmations to clients. Monitor and coordinate trade settlements effectively. Input orders for securities, forex, and money market transactions into the system. Assist in preparing and following up on account opening documentation. Maintain and upd...