Associate/Analyst, Account Opening & Static Data Control, Vickers Securities
Core
Support client onboarding team with daily account opening processing, static data maintenance, and document verification as a checker.
Role type
Associate/Analyst, Account Opening & Static Data Control
Builds
Client accounts and static data records
Domain
Banking & Finance / Operations
Required skills
Attention to detail, Analytical skills, Problem solving, IT systems understanding, Operational banking processes knowledge, Process improvement, Task coordination
Preferred skills
Brokerage firm experience, Putonghua proficiency
Technologies
IT systems
Responsibilities
Review client documents/instructions and update system information, Verify system data against client documents/instructions, Handle returned mail, Ensure account opening and client static maintenance delivered within SLA, Assist in Audit, regulatory review, FATCA and CRS reporting, Respond to enquiries from Front office/Middle Office/COO office, Support UAT
Seniority
Junior, 3+ years experience