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Distribution Services is responsible for providing client services to distributors and to provide middle office support to Intermediary business. Our goal is to ensure all operational related tasks are being processed effectively and efficiently. The team is responsible for liaising with business staff, clients and Retail Operations to drive for service excellence to meet the growing demands of business and clients.
Purpose of your role
This role is responsible for client servicing for Hong Kong Wholesale business. The jobholder has to work closely with Hong Kong Wholesale Sales team, Retail Operations and Hong Kong Distribution Services team to perform client-servicing and middle-office operational tasks.
Perform client servicing activities locally including handling of in-bound calls and email enquiries from clients
Liaising with clients for NIGOs (Not-in-good-orders) instructions
Perform middle-office operational tasks such as account opening documents pre-view
Prepare client reports
Provide operational support to Wholesale Team in Hong Kong
Assist with all operational problem and issue resolution
Draft and update operational procedures
Prepare management reports
Support system enhancements and testing
Provide back up support to Singapore and Korea Distribution Services
Any other related operational tasks
Participate in projects and initiatives as directed
Experience and Qualifications Required
University graduate in Business, Finance, Economics or a related discipline
3 years or above working experience in Finance field