「Associate, Fixed Income Analytics Customer Support」的相似工作

【Who we are ?】 Hytech是一個年輕、充滿活力的團隊，專注於推動金融科技行業的企業技術轉型，是全球領先的管理技術諮詢公司。創新思維和扁平化的管理，讓團隊成員以公開、透明的方式自在工作，也為全球客戶提供卓越的商業價值服務。 【Why join the team ?】 Customer Service Team 是 Hytech 的第一線人員，扮演滿足客戶需求，協助解決客戶問題的重要角色。工作中能學習新的金融相關知識及客戶服務技巧，並密切的與跨國同事團隊交流，持續增進英語應用實力。我們相當重視團隊合作的精神，沒有長期加班的惡性文化，扁平化組織管理更讓溝通上沒有階級壓力。 【身為團隊的一份子你將負責】 • 要客戶相關資訊及進度回覆、即時解決客戶問題 • 客訴問題處理/客戶關係維護 • 致電客戶進行回訪，整理資料及記錄數據 • 電話/郵件/線上通訊軟體問題回覆 • 其他主管交辦事項 【期待你具備的能力與特質】 • 擁有一年以上客服工作經驗 • 擅長英文直接口譯與溝通，並具備多益測驗分數750分以上 • 擁有良好合作態度及團隊精神，且富有工作激情、責任感 • 開朗積極的個性，具備服務熱忱以及好的溝通能力 班別說明： *工作日：週一至週五，週日(每月1-2天)配合排班 *班別/時間(每月固定班別，平均三個月輪一個月晚班)： 早班07:00-16:00 & 09:00-18:00 晚班14:00-23:00 *需配合國定假日(包含春節)出勤，依法給付加班費 *另享有季度績效獎金 如果你認為自己擁有豐富的學經歷背景值得更高的薪資，沒關係我們來聊聊~~~

【你需要做什麼？】 1. 運用專業、高效、同理的溝通技巧，引導、推薦客戶健康檢查諮詢、預約服務、其他加選營養食品或其他服務。 2. 以電話接聽或回覆用戶提問，確保各平台客戶服務管道（官網留言、線上預約、Email 等）暢通，讓客戶需求都能得到及時回覆。 3. 透過技巧性溝通逐步彙整用戶反應事件資訊（包含國泰 i 健康 App 異常問題），確保正確提交給相關團隊進行分析與處理，以利完整解決用戶問題。 4. 協助檢前、檢後行政事務處理（ex. 申請個人健檢光碟、發票收據等，並協助寄送追蹤）。 5. 其他主管交辦事項。 【你需具備什麼？】 1. 具備電話客服、電話行銷等相關經歷至少 1 年。 2. 良好的文字表達與邏輯思考能力。 【加分條件】 1. 口條清晰、具英文溝通會話能力尤佳，依據試用期考核結果另享語言津貼。 2. 文字與電話客服經驗皆具備加分。

Introduction to the job Do you like challenges and do you want to work in a fast pacing supply chain environment to support some of the biggest semiconductor companies worldwide? Are you familiar with Logistics Operations and like to managing urgent demands on a daily basis?  If this sounds like you and if you have a strong customer oriented mindset, here is your mission. Role and responsibilities For our Global Operations Center in Taiwan we are searching for Supply Chain Professionals. You fulfill the demand of our customers for spare parts and tools for their maintenance activities on some of the most complex machines in the right quantity and at the right time & cost. Time is of the essence to ensure a seamless production of our customers without interruptions on our machines. -Handling of urgent material requests from worldwide customers in a rolling 24/7 shift system with the right customer focus, while meeting all milestones related to communication and execution -Monitoring of worldwide shipments  -Ability to resolve complex issues and drive improvements to further optimize processes -Ability to support escalations and provide communication proposals for review -Constructive and reliable communication with worldwide stakeholders from all departments within ASML -This position requires shift work. Education and Experience Bachelor's Degree in related subject i.e. Supply Chain Management, Information Science, Engineering etc. preferred -Minimum 1 year of relevant experience in an international company, semiconductor industry is preferred -A tactical thinker with strong interpersonal and communication skills -Analytical thinking and ability to organize and prioritize workload Skills Working at the cutting edge of tech, you’ll always have new challenges and new problems to solve – and working together is the only way to do that. You won’t work in a silo. Instead, you’ll be part of a creative, dynamic work environment where you’ll collaborate with supportive colleagues.  There is always space for creative and unique points of view. You’ll have the flexibility and trust to choose how best to tackle tasks and solve problems. To thrive in this job, you’ll need the following skills: -Stress-resistant; act under high pressure -Flexible; willing to go the extra mile for the customer -Excellent professional communication in English, written and oral -Drive for results; does not stop until solution has been found, even when obstacles arise -Team player -Change management competencies -Convincing, pro-active and “can do” mentality -Cultural awareness -Experience with ERP system(s), SAP R/3 knowledge preferred -Ability to prioritize Diversity and inclusion ASML is an Equal Opportunity Employer that values and respects the importance of a diverse and inclusive workforce. It is the policy of the company to recruit, hire, train and promote persons in all job titles without regard to race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation, or gender identity. We recognize that diversity and inclusion is a driving force in the success of our company. Need to know more about applying for a job at ASML? Read our frequently asked questions.

職務說明 投資業務經理： 1. AMG 全球投資專案 募資業務推廣。 2. AMG 全球數位金融WEB 3.0 募資業務推廣。 3. AMG 投資與經營理念推廣。 4. 客戶AMG資產配置建議。 5. 客戶關係服務與維繫。 其他說明： * 月收入為月底薪+獎金之基本推估。 * 年資與KPI達標配發AMG全球股權。 * 每月業績有基本KPI要求，適合目標導向與願意挑戰自我的業務人才 ! * 環境佳，福利好，學習機會多 !

Ready to take your career in financial markets to the next level? I’m supporting an international bank in building its product management team, and we are looking for talented professionals to join. If you have proven experience in financial products, this is a fantastic opportunity to grow your expertise and make an impact. 【Open Positions】 • Fund Product Manager (基金產品) • FX Product Manager (外匯產品) • Offshore Structured Product Manager (境外結構型產品) • Loan Product Management (貸款產品) • Deposits Product Manager (現金存款產品) • Credit Card Product Manager (信用卡產品經理) 【Requirements】 • 3+ years of direct, hands-on experience. • Strong ability to design, manage, and drive product strategies. • Solid knowledge of international financial markets and product dynamics. 【Compensation】 • Highly competitive with significant room for growth and negotiation. If you or someone in your network is exploring new challenges and seeking a platform with global exposure, let’s connect! ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

【中文職缺說明】私人廚師 Private Chef • 職稱：私人廚師 • 工作地點：台北市松山區 • 工作時間：週一至週五（提供每日三餐）、假日視需求偶爾需配合節慶或特殊活動 【工作內容】 • 負責每日三餐之烹調與出餐，主要服務兩位貴賓 • 採買高品質、新鮮食材，確保餐點衛生與風味 • 具備精緻料理（Fine Dining）製作經驗，能依需求設計客製化菜單 • 管理廚房食材庫存、保存與成本控制 • 對高級食材、進口肉品、海鮮、酒品搭配有基本認識 • 確保餐飲流程符合專業與隱私標準，維持餐飲環境整潔 【任職條件】 • 具中上程度英文溝通能力（能與外籍人士溝通） • 具五星級飯店或高端私人廚房經驗者尤佳 • 擅長西式料理、Fine Dining 或融合料理 • 積極主動、注重細節，能獨立作業 • 可立即上工者優先考慮 【待遇與福利】 • 優渥薪資依經驗面議 • 工作環境單純、隱私性高 • 節慶配合另有加給 一一一一一一一一一一一一一一一一 【English Job Description】Private Chef • Position: Private Chef • Location: Songshan District, Taipei • Working Schedule: Monday to Friday — preparing three meals a day for two individuals Occasional work on weekends or holidays upon request (especially for special occasions or events) 【Key Responsibilities】 • Prepare daily breakfast, lunch, and dinner for two guests with consistency and excellence • Source, purchase, and manage premium-quality ingredients and supplies • Design and execute customized menus based on dietary preferences and seasonal availability • Maintain kitchen hygiene, food safety standards, and ingredient inventory • Possess knowledge of fine ingredients, imported meats, seafood, and wine pairings • Uphold a high level of discretion and professionalism within a private household setting 【Requirements】 • Intermediate to advanced English communication skills • Experience in luxury hotels, private households, or fine dining restaurants is highly preferred • Expertise in Western or fusion cuisine with a refined presentation style • Detail-oriented, proactive, and capable of working independently • Available to start immediately (ASAP) 【Compensation & Benefits】 • Competitive salary based on experience • Discreet, professional, and supportive working environment • Additional pay for special holiday service ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

財務相關業務： 日常會計業務（報銷審核、憑證處理、帳務紀錄） 帳單開立與收支管理 協助月結與年結作業 與稅務師、會計師對接，準備財務報告與相關資料 預算管理與資金運作支援 協助薪資計算與相關事務 ＊薪資以日幣為主

【About DBS】 星展銀行總部位於新加坡，是亞洲最大的金融集團之一。 2023 年購入台灣花旗消費金融業務後，星展即成為台灣最大外商銀行。目前已蟬聯五年「世界最佳銀行」的獎項，以及「全球最佳數碼銀行獎 」，打破傳統金融銀行的框架，持續發展數位創新，集團文化也鼓勵員工個人發展，提供豐富的資源和福利。 目前我們正在召集一群優秀的 Taiwan Tech Talents，與我們一起成為 Best Bank for a Better World! 【您可能會想知道】 - 入職即享年假最低 14 天+1 天 Birthday Holiday (未滿一年按比例計算) - 到職即享萬元的彈性補助金，可用於家族旅遊或多項生活津貼 - 完整教育訓練及線上學習資源 - 此職位為後勤單位處理交割作業與支援相關專案 【職位內容】 1. Processes Corporate Settlement. 處理公司結算。 2. Manage Settlement of GFM products, reporting and risk management with a proven track record of automating processes and implementing quality improvements. 管理全球金融市場（GFM）遠期外匯及衍生性金融產品的結算、報告和風險管理，並在流程自動化和實施品質改進方面擁有良好記錄。 3. Expertize in reviewing FX supporting documents. 擅長審核外匯（FX）證明文件。 4. Ensures completeness and accurateness of daily operations. 確保日常營運的完整性和準確性。 5. Support supervisors to identify key issues and self-develop MIS analytics at ad-hoc base. 支援主管識別關鍵問題，並自主開發即時管理資訊系統（MIS）分析。 6. Reconciliation between in-house system and counterparties, GL and Nostro. 執行內部系統與交易對手、總帳（GL）和代理行帳戶（Nostro）之間的核對。 7. Support country automation initiatives and drive progress with stakeholders. 支援自動化作業流程優化，並與相關單位合作推動進度。

Junior analyst based in Asia covering technology stocks - advanced excel modeling skills - fluent in English and mandarin - good communication skills with portfolio manager - open minded and willingness to adapt to fast changing environment. *Please attach your English resume when you apply this position.(請在104檔案附上您的英文履歷)* This position requires on-site work only. Please ensure you are able to attend the interview in person.(僅有實體面試，且此職位非遠距，請確保您能配合再投遞履歷)

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. Digital Business Services combines global expertise and technology to help keep us ahead of the competition. - People responsibility: N - Report to : Payment Service Manager - Job Content : ● 準確且快速的確保所有匯入匯出款交割品質 ● 遵守公司所有相關規定以執行相關工作 ● 熟悉內部相關系統以確保提供最佳服務 ● 提供專業且親切的服務給顧客

【About this role】 • Deliver timely and accurate client reports, presentations, and customized analyses. • Consolidate and analyze data across equities, funds, and ETFs using advanced tools (Excel VBA, SQL, Bloomberg, Python). • Partner with cross-functional teams (investment, operations, compliance, etc.) to ensure seamless client servicing. • Contribute to global and regional projects, driving improvements and innovation. • Enhance reporting processes with automation and efficiency initiatives. 【What we’re looking for】 • Degree in Finance, Business, or related field. 3–5 years’ experience in asset management, financial services, or professional services. • Strong analytical and problem-solving skills, with attention to detail. • Excellent communicator – able to explain technical insights to diverse audiences. • Proficiency in Microsoft Office (Excel VBA, PowerPoint, Word); SQL, Python, or data visualization tools are a strong plus. • Knowledge of fund accounting and portfolio performance measurement (GIPS standards) is an advantage. 【Others Details】 • Working Hours：Mon-Fri, 9:00am-6:00pm. • Location：Taipei City. • A collaborative, flexible work culture. • Career growth with comprehensive training and certifications. • Wellbeing and mental health support. • Opportunities to innovate and contribute to global projects. • Competitive benefits, retirement & savings programs. ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

【你需要做什麼?】 1. 製作風險管理報表與分析報告。 2. 分析客戶交易模式以及流量的風險評估。 3. 識別金融商品及品牌商業模式可能的風險，提出有效防範方案。 4. 能夠與品牌端建立良好合作關係，定期匯報。 5. 跨地域團隊協作風控專案，持續改善優化風控系統。 【你需要具備什麼?】 1. 1年以上金融行業經驗或有交易分析、加密貨幣產業相關經驗。 2. 目標導向及問題分析能力，能快速識別問題，提出適當的解決方案。 3. 良好的中英文書面及口頭溝通匯報能力及執行力。 4. 資料整理能力, Excel(樞紐分析、函數使用), SQL使用，並有PPT簡報能力。 【加分條件】 1. 具各家投資/交易平台使用經驗, MT4/5使用經驗, 有交易經驗為佳。 2. 對外匯、商品期貨、指數、股票、相關金融衍生性商品熟悉為佳。 3. 具備反欺詐、反洗錢調查經驗者為佳 4. 證券營業員高業 & CFA level I以上證照 或其他投資分析相關證照 5. Python或其他程式語言能力。 6. 我們期待你能以敏捷的觀察力與判斷力，快速抓住問題核心，並與團隊合作找到最佳解方。 7. 你需要具備高度責任感，能在專案推進過程中主動承擔並確保交付品質。 8. 我們重視能在高壓情境下保持冷靜思考、持續輸出的夥伴。

Job Summary: Covers operations and related activities. Provides operational support to the asset management business and/or products. Provides post-sale technical customer service to business or end-consumer customers via phone, online chat, or text including: Responding to a high volume of low complexity technical inquiries (e.g., equipment or software installation/activation/troubleshooting, providing technical product specifications & information on compatibility with other products, etc.). Providing responses to customer inquiries based on pre-determined scripts and other response guidance tools. Recommending alternative products or services (e.g., warranties) as part of customer issue resolution. Perform AML/KYC monitoring. Who we are: With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. To support effective management of Transfer Agency (TA) operations, with a primary focus in client servicing and ensuring compliance with Anti-Money Laundering (AML) regulations. This role is responsible for maintaining service excellence, implementing company policies, and supporting risk mitigation efforts. Key Responsibilities / Duties: Perform daily TA operational tasks accurately and efficiently. Support the implementation of TA team objectives, policies, and procedures. Deliver high-quality service to clients and respond to inquiries in a timely manner. Ensure adherence to AML policies and procedures, including transaction monitoring and client due diligence. Adhere to operational procedures and internal controls to mitigate risk and ensure regulatory compliance. Collaborate with internal stakeholders and external service providers to resolve issues and client inquiries. Participate in and support ad-hoc projects and initiatives as assigned, including process improvements and system enhancements. Work Experience / Knowledge: Bachelor’s degree in Finance or Business area of concentration 3-5 years of relevant experience in SITE industry, with exposure to TA operations and AML practices. Strong communication and interpersonal skills, especially in client-facing environments. Solid understanding of AML regulations and TA operational workflows Good organizational skills and problem-solving abilities Good command of written and spoken English Detail-oriented with a proactive and collaborative mindset SITE/SICE licenses required Our benefit policy includes but not limited to: 21 days of Annual Leave Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

【Job Responsibilities】 • 存款/存匯及定期存款作業 • 台外幣匯款作業 • 帳戶維護作業 • 其他主管交辦事項 • Operations for deposit, foreign currency exchange, and fixed-term deposits • Operations for domestic and foreign currency remittance • Account maintenance operations • Other tasks assigned by superiors 【Requirement】 • Strong PC skills(MS Office) • Good interpersonal skills to deal courteously and effectively with others 【Benefits】 • 公司各項聚餐、活動參與 • 依勞基法享 勞保、健保、團保、勞退、特休假 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

Please apply via: https://dbs.taleo.net/careersection/dbs_professional_hires_career_section/jobdetail.ftl?job=2500008K&tz=GMT%2B08%3A00&tzname=Asia%2FTaipei About The Programme Our 12-months graduate programme is designed to nurture our next generation of leaders. The programme is rigorous and curated based on the principles of our DBS Triple E framework for growth and development.​ Experience: On-the-job experience to take on challenging and impactful projects. May include rotations within unit (eg for Technology, Data and Operations) or direct to role (eg Institutional Banking Group, Consumer Banking Group, Global Transaction Services and Group Finance)​ Education: Structured training to develop your professional skills including banking fundamentals and soft skills training​ Exposure: Opportunities for exposure provided with mentorship from our senior leaders and connect with other individuals with a shared passion for banking and technology in your cohort. More than just a career, it is the way we work, our culture and purpose that makes your DBS MA experience LIFE FULFILLING. Here, you are empowered to Be the Best, Be the Change and Be the Difference so that you can make a positive impact to customers and communities to create a better world. The Taiwan Management Associate Programme will offer opportunities in the following tracks: Consumer Banking Group (CBG) Institutional Banking Group (IBG) Global Transaction Services (GTS) Group Operations You may apply a maximum of 5 job positions, which could see more details in our our JIM chat bot. Who are we looking for You have a distinguished record of leadership, demonstrated commitment to uphold values and drive to make an impact for others. ​​​​ Additionally, you should possess and/or demonstrate​​ A Bachelor or Master's degree from a recognized university in any discipline​​ Less than two years of working experience​​ Passionate about banking and technology​​ A great communicator with people across all levels​​ Agile and driven to thrive in a global and dynamic business environment Learn more about our MAP: https://www.dbs.com/careers/management-associate-programme

【Responsibilities】 • The Key accountabilities cover for the maker role. • Perform the order placement for daily UT (Unit Trust) transaction include Subscription / Redemption / Switch. • Perform reconciliation and distribution processes for UT corporate actions. • Perform settlement processes with the Fund house, including onshore and offshore settlements. • Prepare regulatory reporting data of FSC/TA/CBC reporting. • Conduct daily accounting entries. • Collaborate with stakeholders for assigned projects, including the Product team, IT, and Branch. • Support end to end UAT testing, data verification and result validation. • Assist in UAT issue log, tracking, testing, re-testing and consolidation report. • Communicate with the Fund house to handle exceptional cases in the trade settlement process. • 主要職責涵蓋製作端（maker role）的工作內容。 • 執行每日單位信託（Unit Trust, UT）交易的下單作業，包括申購、贖回及轉換。 • 執行單位信託公司行動（corporate actions）的對帳與分配流程。 • 與基金公司進行結算流程，包括境內與境外結算。 • 準備金融監理機關（FSC/TA/CBC）相關的法規申報資料。 • 執行每日會計分錄。 • 與利害關係人合作完成指派專案，包括產品團隊、資訊部及分行。 • 支援端到端的使用者驗收測試（UAT），包括資料驗證與結果確認。 • 協助處理 UAT 問題紀錄、追蹤、測試、重新測試及彙總報告。 • 與基金公司溝通，處理交易結算流程中的特殊案例。 【Requirements】 • 大學畢或以上 • 需有信託證照 • 基本的英語能力、有基本會計知識者優先 • 有相關工作經驗者優先錄取 【Salary & Benefits】 • 享銀行正職福利 • 薪資依經驗可議 • 年假 14 天起 + 生日假 + 志工假 • 年度績效考核獎金 • 年度員工福利津貼 • 員工認股計畫及外幣換匯優惠等 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

Sea 全球儲備幹部菁英計畫是為工作經驗 2 年以內的新鮮人打造的指標性人才培育計畫，致力於培養對科技業有熱情的全球人才成為未來的領導者。 儲備幹部將透過為期 2 年、共 4 次的跨產業輪調，更深入了解 Sea 集團，包含 Shopee、Garena 以及 SeaMoney 的核心業務，以國際化格局開啟職涯旅程。 你將有機會獲得 ◆ C-suite 高階管理層的親身指導，驅動高影響力專案 ◆ 參與 4 次跨產業、跨市場輪調 ◆ 對標新加坡市場具競爭力的薪資 計畫申請報名時間至 2025 年 10 月 31 日截止 詳細資訊請參考官網資訊：https://seagmap.sea.com/ 直接投遞連結 : https://career.sea.com/position/J02045988?channel=10132 *請提供英文履歷且成績單必備 *若目前於海外就學，location 請填寫 Taiwan，並填寫 +886 手機資訊，後續才會以 TW 面試為主 *線上測驗將於投遞後一週內寄送至你所提交的 email，請務必檢查垃圾信箱 ​ 【活動資訊】 招募團隊將於 9 月前進校園，除了詳細的計畫、公司介紹，也邀請到儲備幹部們現身說法，活動名額有限，現在就報名： ◇ 政大場說明會：9/11 (四) 18:30 - 20:30 ◇ 台大場說明會：9/18 (四) 18:30 - 20:30 ▲ 報名連結：https://forms.gle/8zuTZuYBt4LwCVod8

**本職缺可遠端辦公** 【工作內容】 1. 受託買賣台股有價證券 2. 受託買賣複委託商品,包括：海外股票、債券及結構型商品（不含基金及保險商品） 【具備條件】 1. 優先條件：具備一定客戶基礎者，以及有意願加入複委託轉型計畫者優先；曾擔任銀行理專者優先。 2. 個人特質：對海外市場商品具高度熱忱，有志於在既有基礎上尋找業績突破 3. 工作經驗：具證券、銀行業務開發經驗2年以上者尤佳 4. 具備證券業務員或證券高級業務員證照 【工作環境】 國泰證券法人部提供豐富的台股研究資源及專業交易室，同時提供完善的複委託培育計畫，涵蓋多元商品的專業知識，包括海外股票、債券以及結構型商品，公司提供專業輔銷支援，協助營業員持續學習與追求成長。

打造金融界的清流新勢力— 拒絕官僚內耗、專注財經專業價值 【我們是誰】 浦惠是少數受邀與警界合作打詐的合法投顧之一， 秉持正念善行、誠實透明，用內容與信任走出市場獨有路線。 為所有支持我們的會員，給予真正值得信賴的專業內容， 也是浦惠持續努力的初衷與責任。 【風氣文化】 ・工作氣氛融洽，沒有勾心鬥角 ・團隊講求效率，無不合理加班 ・重視專業誠信，不浮誇不作秀 【浦惠節目】 ・YouTube《浦男搜股》 週一至週五 13:35 線上直播 提供深入產業分析，獲得眾多粉絲支持 傳送門：https://reurl.cc/8DElv4 【尋人啟事】 我們想找的不只是人才，而是願意一同改變財經圈風氣的夥伴。 如果你也相信專業可以有溫度，誠實能帶來長期價值， 我們誠摯邀請你的加入，一起打造正向影響力。 【職位概述】 想來浦惠挑戰數百萬甚至更高的年薪嗎? 擁有同樣專業的你，是否也還在尋找能夠發揮的舞台? 身為合法金融機構，我們除了擁有最前衛的影音團隊，也提供豐富多元的行銷資源， 為分析師量身打造個人IP，選好最佳拍檔，才能發揮無限潛能! 【必要條件】 具備證券投資分析人員(CSIA)證照 【面試流程】 1. 應徵請附上一支5分鐘的自我介紹+解盤影片(可提供雲端連結) 2. 審核通過，HR將邀約進一步的實體面談

1. 債券每日報價與聯繫 2. 新券上架與教育訓練 3. 債券市場分析與各項經濟指標報告

1. 提供客戶美國租稅規劃與諮詢服務 2. 能協同業務人員拜訪客戶, 完成接案與業務開發 3. 有開發客戶經驗或能力者 4. 能獨立作業，處理客戶有關美國報稅事宜 5. 各項美國稅務專案研究, 提供專業解析與內部訓練 6. 可擔任說明會之演講者佳 7. 英文能力優者佳

工作的主要職責包含： • 運用資料處理工具將收到的客戶資料轉換成能被下游使用者便利使用的格式與報表(含資料視覺化) • 依照RGA的工作流程規範(SOP) 正確並完整地處理客戶帳務資料以協助後續財務結帳程序與經驗分析等工作 • 使用RGA標準之系統與工具處理與驗證從客戶端收到的帳單與資料，並將資料格式轉換成公司內部可使用的一致標準格式， • 針對逾期未收到的帳單，定期與客戶追蹤，並在每月底運用合理的估算方式將帳單預估金額入帳 • 遵循RGA的風險再分保安排，在每月結帳日前執行計算欲分出的風險與正確份額 • 支援開發或提供資料以完成各式管理報表工作 • 檢視再保合約草稿以確認後續與客戶間資料交換與處理的正確性與合理性 • 其他各式主管交辦與/或跨部門合作事項