Client Services & Onboarding Specialist

Going Securities Limited; Hong Kong; Sur place; HKD 300 000 - 480 000; Plein temps

Résumé du poste

Going Securities Limited is seeking a diligent professional to manage client servicing and day-to-day enquiries. The role involves handling fund deposits/withdrawals, securities transfers, and other operational requests, with a focus on accuracy and regulatory compliance.

You will assist with onboarding and account opening for individuals, corporates, and institutions, ensuring documentation is complete and AML/KYC due diligence is met.

Qualifications

• Bachelor’s degree in Finance, Business, Economics or related discipline.
• 2+ years in client servicing, onboarding, or KYC/data management in financial services.

Responsabilités

• Provide client servicing and handle day-to-day enquiries, deposits/withdrawals, transfers and other operational requests.
• Assist with client onboarding and account opening for individuals, corporates and institutions, ensuring regulatory/compliance requirements are met (AML/KYC).
• Maintain and update client data in the system; coordinate with compliance and other stakeholders to ensure documents are in place.

Connaissances

Client servicing

Regulatory compliance

KYC/AML

Communication skills

Microsoft Excel

Formation

Bachelor’s degree in Finance/Business/Economics

Outils

CRM systems

Description du poste

Going Securities Limited is seeking a diligent professional to manage client servicing and day-to-day enquiries. The role involves handling fund deposits/withdrawals, securities transfers, and other operational requests, with a focus on accuracy and regulatory compliance.

You will assist with onboarding and account opening for individuals, corporates, and institutions, ensuring documentation is complete and AML/KYC due diligence is met.