北京招聘

Client Associate-Beijing

Client Associates support a team of Relationship Managers to deliver a best in class client experience to all clients they service by ensuring that all client transactions and requests and the support activities related to these transactions are executed on time with zero error and within regulatory guidelines. Client Associates form the primary support and service contact point for the clients, the Relationship Managers as well as the ANZ Business unit they report into.


Job responsibilities

*To check for completeness of all account opening forms signed by the clients before client acceptance

*To handle the servicing of all clients’ needs and queries and to perform verification of client instructions.

*To ensure timely and accurate processing of all clients’ transactions with zero error

*To update and maintain the Financial Needs Analysis (FNA) register for all Relationship Manager (RM) and to assist the RM to follow up on annual review of Risk Assessment in ensuring the RMs are in compliance with current guidelines and regulations.

*To ensure fulfillment tracking of Rewards Redemption for clients under various marketing promotions

*To support any investigations of complaint received from client by coordinating with Compliance, Business Effectiveness Department to resolve issue

*To update and provide periodic statistics (MIS) reporting to Compliance and Sales

*To attend appropriate training and courses for new products, procedures and knowledge update.

Job requirements / Attributes

*Degree holder with At least 1-2 years in similar position or client servicing experience is preferred

*Strong communication and interpersonal skills with great attention to details

*Self motivated individual and good team player

"We live in your world"

澳新银行，作为全澳四大银行之一，拥有超过170年的经营历史。同时，在亚太区域，澳新银行已在26个国家地区拓展了其分支机构，为个人和企业客户提供全方位的金融服务。
澳大利亚和新西兰银行(中国)有限公司作为最早进入中国市场的外资银行之一，在北京、上海、广州和重庆, 成都，青岛设有分行，同时入资上海农村商业银行和天津银行成为战略合作关系。致力于成为亚太区领先银行，澳新银行（中国）更注重在中国市场的发展，真诚欢迎各位优秀的业界英才的加盟，与澳新银行（中国）一同创造美好明天！