Executive, Clearing
7 days ago
**Client Onboarding**
- Manage end-to-end onboarding process for new clients.
- Act as primary point of contact for remisier or dealer during the onboarding process, provide support and guidance as needed.
**Data Integrity Oversight**
- To cross-check and verify data entered by Data Entry Specialists for accuracy and completeness.
- Conduct regular audit to ensure that client information and transactions are accurately recorded and comply with regulatory standard.
**Strategic Planning and Coordination**
- Collaborate with senior executives to define and execute strategic initiatives, ensuring alignment with execute strategic initiatives, ensuring alignment with organizational goals and industry best practices.
**Cross Functional Collaboration**
- Liaise with various internal departments, to ensure smooth handover of clients accounts post-onboarding.
- Address and resolve any discrepancies related to client data or documentation.
**Team Development**
- Foster a culture of continuous improvement, accountability, and high performance within the department.
**Compliance and Risk Management**
- Stay abreast with industry regulations and compliance requirements, ensuring strict adherence within the department.
**Job Requirements**
- 3 years of experience in client onboarding, data entry, or related roles within the financial service industry.
- Proficient using onboarding software and CRM system.
- Strong understanding of stockbroking operations, regulatory frameworks and industry best practices.
- Excellent communication, organizational and problem-solving skills.
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Executive, Clearing
7 days ago
Mutiara Damansara, Malaysia Apex Securities Berhad Full time**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。 -
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