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Assistant, Client ServicesCASH Financial Services Group Limited
Assistant, Client ServicesCASH Financial Services Group Limited
Job Highlights
  • Finance Industry
  • Client Services
Job Description

As our Assistant, Client Services, you will be gain a solid understanding of securities brokerage business and operational best practices. You will be responsible for providing full spectrum of operational support to our clients and internal stakeholders to foster positive customer services experience, to ensure operational practices are in alignment with regulations and to optimize business operations efficiency.

Job Responsibilities

  • Provide professional on-boarding services to clients
  • Perform KYC, AML and due diligence checking and review in accordance to internal guidelines, applicable rules and laws
  • Handle daily customer enquiries, documentation and service requests in a timely and professional manner
  • Identify clients’investment needs and provide relevant product information and service
  • Actively participate in sales and marketing activities and ad hoc projects
  • Communicate with internal department and prepare reports for management review.
  • Handle ad hoc projects assigned by supervisor

Job Requirements

  • Associate degree or Degree holder in Finance, Economic, Accounting or other related business disciplines;
  • Experience in financial industry is highly preferable
  • Holder of SFC RA1 & 2 licenses is an advantage;
  • Good command of spoken and written English and Cantonese; Proficiency in Mandarin is an advantage;
  • A good team player with excellent interpersonal skill and proactive attitude; Detail-minded, well-organized with strong sense of responsibility;
  • Proficient in MS Word, Excel, PowerPoint and Chinese Word Processing

Please apply in confidence with full resume, current and expected salary to the Human Resources Department, CASH Financial Services Group Limited, 21/F., Low Block, Grand Millennium Plaza, 181 Queen's Road Central, Hong Kong or press below "Apply Button"

The information provided will be used for selection purpose only. All information of unsuccessful applicants will be destroyed within six months.

Additional Information
Career Level
Entry Level
Years of Experience
Not Specified
Employment Type
Full Time, Permanent
Dental insurance, Education allowance, Five-day work week, Life insurance, Medical insurance, Performance bonus
Company details

CASH Financial Services Group (“CFSG”, SEHK:510) is a leading financial services conglomerate in Hong Kong engaged in a comprehensive range of financial products and quality services comprising mobile trading, premium brokerage services, investment banking, corporate financial advisory, wealth and asset management, etc. As a leading technology-focused financial services provider, coupled with our professional human talents, CFSG is committed to operating the state-of-the-art trading platform for our clients to trade anytime, anywhere, and borderless.

In view of our rapid expansion, we are searching for high calibre talent to join us.