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Account Management & Client On-Boarding, Global Markets

Non-disclosed Hong Kong
Posted 4 days ago Permanent Competitive
Looking for an Account Management & Client OnBoarding expert for Institutional investors to work along side with Prime Brokerage, Equity Financing, and Equity Sales & Trading desk.

Responsibilities

  • Responsible for client onboarding (AML, KYC, EDD, etc.), maintenance and exiting etc. whole life cycle management.
  • Assist Head of Sales in new sales proposals and contract renewals
  • Contact customers via email or phone to answer queries or retrieve information about their account
  • Update internal databases (CRM) with account details
  • Create reports on client account status and drive sales & marketing campaigns

 

Requirements

  • Work experience as an Account Officer, Account Coordinator or similar role
  • Experience in customer service roles is a plus
  • Familiarity with Client Relationship Systems (CRM)
  • Good verbal and written communication skills

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