About our Client Our client is a one of the reputable securities firms in Hong Kong. To cope with their continuous business growth, they are seeking a Settlement Officer to join and grow with the company.
About the Role Reporting to the Team Manager, you will handle daily transaction settlements and prepare settlement reports including Hong Kong and Overseas markets. You will also need to ensure all settlement instructions are timely and efficiently executed. You will handle daily settlement instructions and perform stock holding reconciliation. Besides, you will handle accounts and settlement services requests from clients and may need to visit CCASS office, bank or client's office if required.
About the Person
University Degree holder or above
At least 2 years settlement experience in brokerage firm is highly preferred
Good knowledge on securities market
Experience on settlement process and familiar with CCASS and DCASS operations
Proficiency in spoken and written English, Cantonese and Mandarin
Immediate available is preferable
Click "Apply Now" to apply for this position or call Kelvin Shum at +852 3180 4927 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases