Client Data Quality & Onboarding Specialist

PFCC Group Limited; Hong Kong; On-site; HKD 300,000 - 450,000; Full time

Job summary

PFCC Group Limited is hiring a Client Static Data Specialist to join our Operations team in Hong Kong. You will manage client profiles, onboarding, and ongoing data maintenance to support compliant account openings and data-driven processing across platforms.

The role requires 3+ years in banking or securities operations, strong Excel skills, and fluency in English and Chinese (Cantonese & Mandarin). You will work independently and support UAT, data migrations, and ad-hoc data requests.

Qualifications

• Minimum 3 years of operations experience in Bank or Securities Firm.
• Hands-on experience in Account Opening and Client Reference Data.
• Strong Microsoft Excel skills; Python/VBA skills advantageous.
• Knowledge of KYC/AML/FATCA/CRS/QI processes advantageous.
• Excellent attention to details.
• Diligent, analytical and organized.
• Be able to work independently and willing to work overtime.
• Good command of spoken and written English and Chinese (Cantonese & Mandarin).

Responsibilities

• Conduct customer profile setup and onboarding procedures for client account opening
• Responsible for client account maintenance requests: update customer information, changes of directors/authorized signers, etc., in core proprietary system
• Data input and approval of account opening, data maintenance and SSI functions in downstream system
• Timely address queries from Business Units and Compliance
• Strong understanding of upstream/downstream and execution platforms
• Support data lifecycle by capturing data from best sources, validating and classifying, and implementing data quality controls
• Legal entity creation, modification and clearing data quality exceptions through external research
• Remediate data issues and gaps to ensure data is ready for processes built around firm standards
• Extract and manage data to support adhoc requests and data migration projects
• Ongoing review of work processes to identify improvements
• Participate in projects such as writing test cases, performing UAT and system migration
• Process client hardcopy document filing and obtain missing information by engaging with front office

Skills

Attention to detail

Analytical thinking

Organized

Independent worker

Willing to work overtime

Education

Bachelor's degree in Finance, Economics, Business Administration or related disciplines

Tools

Microsoft Excel

Python/VBA

Job description

PFCC Group Limited is hiring a Client Static Data Specialist to join our Operations team in Hong Kong. You will manage client profiles, onboarding, and ongoing data maintenance to support compliant account openings and data-driven processing across platforms.

The role requires 3+ years in banking or securities operations, strong Excel skills, and fluency in English and Chinese (Cantonese & Mandarin). You will work independently and support UAT, data migrations, and ad-hoc data requests.