Client Management Eecutive

Join Doo Group – Explore α Better Future

Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together

Looking for a New Challenge? Join Us as We Expand Globally

As we continue our global business expansion, we're on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.

DOO you have what it takes?

What you'll be working on:

Responsibilities :

1.Performs daily account opening and maintenance processing, including daily management of in-process, pending, and service-related activities.

2.Support customer opening accounts and data maintenance and work closely with Business to contribute positively on the documentation, not limited to Account Opening, Maintenance, KYC.

3.Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.

4.Perform Introducing Broker (IB) setting related and enquiries.

5.Perform sales profile maintenance.

6.Respond to issues and enquiries promptly through emails and Microsoft Teams chats etc.

7.Communicate and coordinate issues with various departments, collect feedback, and put forward optimization plans and implement them.

8.Escalate to team leader upon detection of error and shortcomings in the existing processes.

9.Excel in daily tasks by keeping up to date on changes to processes/systems/campaigns.

What we're looking for:

Requirements:

1.Bachelor's degree or above in any discipline. A background in finance, statistics, or programming is preferred.

2.Customer-oriented, attentive to details, compliance and control oriented, diligent, proactive and able to work under pressure.

3.Ability to conduct simulation & troubleshoot on the reported cases.

4.Experience in supporting client's enquiries and technical problem in the financial services is an added advantage.

5.Good command in Mandarin is a MUST as you will deal with Chinese counterparts. English will be a plus.

岗位职责

1.执行日常账户开立和维护处理,包括对处理中、待处理和与服务相关的活动进行日常管理。

2.支持客户开设和数据维护,并与业务部门紧密合作,为文件工作做出积极贡献,不仅限于账户开立、维护、了解您的客户 (KYC)。

3.理解新客户的需求,并确保为新客户的需求和计划提供充分的支持。

4.执行与介绍经纪人 (IB) 设置相关的处理和咨询。

5.执行销售资料维护。

6.通过电子邮件和 Microsoft Teams 聊天等方式及时回复问题和咨询。

7.与各个部门沟通和协调问题,收集反馈,并提出优化方案并加以实施。

8.在发现现有流程中的错误和不足时,上报给团队负责人。

9.通过及时了解流程/系统/活动的变更,在日常工作中表现出色。

任职要求:

1.以客户为中心,注重细节,具有合规和控制意识,勤奋,积极主动,并能在压力下工作,有责任感。

2.具备对报告的案例进行模拟和故障排除的能力。

3.拥有金融服务领域支持客户咨询和技术问题的经验者优先。

4.必须精通普通话,因为您将与中国的合作方打交道,同时具备英语能力者优先。

5.欢迎做事精益求精的求职者

What we offer/What's in it for you:

Seeking to expand your regional work experience? Work alongside industry-leading professionals from around the globe in an environment filled with opportunities for continuous learning and growth.

We value your wellbeing - You'll find it here along with our comprehensive medical, dental, optical, and wellness benefits.

We appreciate your contributions with a 13th-month salary and performance bonus.

We reward our best employees with quarterly employee recognition awards in USD.

Feeling drowsy after lunch? Take advantage of our smart pantry access and monthly tea break/lucky draw.

Life as DOOers

At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.

Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated

Discover your potential with Doo Group. Apply now and be part of our success story