Senior Client Onboarding & Operations Specialist

Shanxi Securities International Financial Holdings; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

Shanxi Securities International Financial Holdings in Hong Kong seeks a Senior Analyst to support daily client on-boarding, perform document checks, and generate statistical reports; you will maintain client records and keep databases up to date.

You will collaborate with internal departments to resolve client requests, handle hotline inquiries, manage fund and stock in/out instructions, and participate in system UAT. Strong English and Putonghua typing skills are required.

Qualifications

• Bachelor’s degree or above in related disciplines.
• Strong English and Chinese communication skills, including Putonghua.
• Excellent telephone manner and customer-focused mindset.

Responsibilities

• Handle daily client on-boarding: document checking, name screening, reporting.
• Maintain and file client records; update client databases accurately.
• Collaborate with internal departments to resolve customer requests.
• Answer hotline inquiries and manage fund/stock in/out instructions.
• Conduct system UAT and perform other tasks as assigned.

Skills

Customer Service

English & Chinese

Communication skills

Interpersonal skills

Typing

Problem solving

Team player

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

Job description

Shanxi Securities International Financial Holdings in Hong Kong seeks a Senior Analyst to support daily client on-boarding, perform document checks, and generate statistical reports; you will maintain client records and keep databases up to date.

You will collaborate with internal departments to resolve client requests, handle hotline inquiries, manage fund and stock in/out instructions, and participate in system UAT. Strong English and Putonghua typing skills are required.