Client Services, Assc2

1 week ago

Taipei, Taiwan State Street Full time NT$30,000 - NT$60,000 per year

This is a Client Service representative position at State Street Taipei Branch within the Investment Services Organization focusing on providing global custody services supports to institutional investors to ensure highly valued services and solutions are consistently delivered.

Job description

  • Develop a clear understanding of clients' portfolios and their requirements.
  • Execute client onboarding include Know Your Customer (KYC), account opening and other related documentation requirements.
  • Resolve daily client issues and requests by working closely with clients and related parties.
  • Maintain client & internal records and documents.
  • Responsible for Global Services (including Client Service) related initiatives / functions.
  • Handle various operational and administrative supports.
  • Support management on ad-hoc assignments and projects.

Skills & Considerations  

  • Minimum of two years of working experience in financial services or related industry.
  • An analytical mind-set with excellent and proven problem-solving skills and communication skills.
  • Detail-oriented team player who can work well with minimal supervision.
  • Outstanding organizational and time-management skills together with an ability to multi-task under pressure.
  • Ability to work in an international environment.
  • Proficiency in MS PowerPoint and Excel, with strong attention to details.
  • Language proficiency in Mandarin and English.

Education & Certification

  • Minimum of Bachelor's degree or equivalent
  • Passed the "Trust Operations Personnel" (Taiwan) and "Financial Markets and Professional Ethics" tests is highly preferred

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