Client Executive, Fund Management (Cantonese Speaking)

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?

What you will be doing:

• Answer all customer enquiries received via phone, email, or post and determine the customer concerns/problems and help to resolve any issues, liaising with other teams as required.
• Verify customer requests to ensure information is correct and in good order and take appropriate action to ensure these requests can be carried out through to completion.
• Understand AML/KYC requirements for new and existing clients. Be able to detect and assess potential signs of fraudulent and/or suspicious activity and escalate and report these as required.
• Support new customer onboarding process and perform ongoing KYC due diligence for both corporate and retail clients to meet regulatory requirements.
• Participate in business process improvement activities to identify customer's current and future needs to streamline current service offerings and proactively enhance the customer experience.
• Keep up to date on client's products, market conditions and regulatory requirements and make suggestions that are in the best interest of the customer, funds, and enterprise.
• Adhere to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives.
• Perform activities related to department's mailing.
• May perform relevant operational or service ad-hoc requests assigned by leader.

What you bring:

• Minimum Diploma Holder
• Minimum 2 years of customer service experience in transfer agency, fund management or related financial areas preferred
• Ability to work independently and within a team in a fast-paced environment and meet agreed turnaround times.
• Good organizational skills, ability to multitask and perform under pressure whilst maintaining high standards.
• Cantonese speaking is required to support Hong Kong clients
• Sponsorship of work visa is unavailable

What we offer you:

At FIS, you can learn, grow and make an impact in your career. Our benefits include:

• Flexible and creative work environment
• Diverse and collaborative atmosphere
• Professional and personal development resources
• Opportunities to volunteer and support charities
• Competitive salary and benefits

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Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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