Executive, Clearing
7 months ago
**職位描述**
**客戶引導**
- 管理新客戶的端到端入職流程。
- 在入職過程中充當經銷商或經銷商的主要聯絡人,根據需要提供支援和指導。
**資料完整性監督**
- 交叉檢查和驗證資料輸入專家輸入的資料的準確性和完整性。
- 定期進行審計,確保客戶資訊和交易準確記錄並符合監管標準。
**策略規劃與協調**
- 與高階主管合作,定義和執行策略計劃,確保與執行策略計劃保持一致,確保與組織目標和行業最佳實踐保持一致。
**跨職能協作**
- 與各內部部門聯絡,確保客戶入職後帳戶順利移轉。
- 解決並解決與客戶資料或文件相關的任何差異。
**團隊發展**
- 在部門內培養持續改善、問責制和高績效的文化。
**合規與風險管理**
- 隨時了解產業法規和合規要求,確保部門內嚴格遵守。
**工作要求**
- 候選人必須至少擁有工商管理、金融或相關領域的學士學位。
- 在金融服務業的客戶引導、資料輸入或相關職位方面擁有 3 年經驗。
- 熟練使用入職軟體和CRM系統。
- 對股票經紀業務、監管框架和行業最佳實踐有深入的了解。
- 優秀的溝通、組織和解決問題的能力。
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