[NO VISA Support] Senior Representative

  • HKD 28,000.00 ~ 33,000.00
  • 銀行・金融
  • クライアントサービス
  • 証券 / 資産管理
  • 香港SAR - Hong Kong
  • 外資系金融機関

    1. Process Enquiries • Process and validate all inquiries within agreed internal and external Service Level Agreement’s • Ensure all inquiries are logged into the query management database, follow up inquiries that remain unresolved outside of agreed Service Level Agreement’s and review with the Supervisor or Manager any issues requiring escalation • Assist the Manager / Team Leader / Supervisor in overseeing the day-to-day activities of the department • Validate and approve related tasks including but not restricted to client reporting • Effectively handle special processing situations including exceptions that require strong oversight • Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business • Ensure the preparation of any mailings required for internal or external vendors • Ensure terms of Funds prospectus are being adhered to at all times • Keep Errors and Omissions at a strict minimum at all times and ensure deadlines are met • Ensure that policies and procedures are adhered to on a daily basis and have this proofed and suggest changes or amendments procedures and service standards, as identified

    2. Client Service • Complete month end reporting internally and externally • Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations • Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental

    • Native Fluency in Japanese and Fluency in English is a must • BA/MS degree and/or equivalent work experience • Minimum of 2-3 years of Transfer Agency experience • 香港にて就労可能なビザをお持ちの方


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