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Officer, Client Onboard Analyst, Taiwan

  • 台北市松山區
  • 2年以上
  • 大學

We’re currently looking for a high caliber professional to join our team as Officer, Client Onboard Analyst, Taiwan – Hybrid based in Taipei, Taiwan. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. • We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world. • We empower our employees to manage their financial well-being and help them plan for the future. • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. • We have a variety of programs that help employees balance their work and life, including generous paid time off packages. • We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world. In this role, you’re expected to: • Responsible for customer interaction, documentation issuance, review and system setups. • Demonstrates high level of diligence, motivation and organizational skills. • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues. • Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners. • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams. • Determines new work procedures, analyzes complex and variable issues with significant departmental impact. • Consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards. • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices. • Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner. • Embarks on continuous on the job training for end to end product knowledge. • Understands client requirements and implement them correctly. • Understands new customer requirements and ensure adequate support to new customer requirements and initiatives. Monitors customer satisfaction and service level and drive process changes. Provides innovative solutions to clients. • Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed. • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

11~30人應徵

5/07 台股結算人員(結算交割部)

  • 台北市大安區
  • 3年以上
  • 專科

1.台股帳務集中作業 2.主管交辦事項 3.新業務資訊需求申請/測試/驗收 ※為招攬菁英人才,面試流程如下: step1、請先投遞104人力銀行上之此職缺 step2、符合資格者,將邀請您至 【國泰證券招募官網https://recruit.cathayholdings.com/】登錄履歷

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11~30人應徵

5/06 Operation Team Lead 運營主管

  • 台北市中山區
  • 3年以上
  • 大學

【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】 我們的運營卓越團隊是我們以客戶為中心業務的核心。他們是與我們的客戶、客戶服務團隊和業務緊密合作的前線人員,通過説明客戶在實現其目標方面取得成功,每天都在啟動、支援和發展公司的客戶。 【工作職責】 • 負責每日的工作運作、組員的工作安排,季度及年度的KPI設定和績效考核。 • 積極協調團隊內部、公司其他職能部門和三方供應商的問題解決。 • 協助前端銷售和後端支援部門間的溝通,確保溝通順暢並完善運營流程。 • 熟悉業務操作流程、支援並培訓指導團隊同仁共同完成工作任務。 • 每月與部門主管匯報團隊表現、工作進度,並反應團隊所遇的問題和解決方案。 • 以優良的寫作技巧撰寫、編輯、審查和優化團隊作業流程。 • 根據客戶需求及掌握營運狀況,進行業務處理的優先順序。 【職務條件】 • 團隊合作及願意承擔工作責任。 • 高度自律、提升自身工作能力和工作效率。 • 主動了解行業相關知識,學習工作相關實務技巧等能力。 • 積極向上、足智多謀、良好的邏輯能力、具批判性思考等個人特質。 • 擁有團隊溝通技巧、領導力及獨立問題解決能力。 • 時間管理和組織能力,並能在壓力下安排並處理多項業務。 • 協助單位管理,如團隊建設安排、員工面談和其他行政事務。 【加分條件】 • 具備1年以上管理經驗,擁有金融、金融科技相關產業經驗者,優先邀約面談。 • 精通英文口說和寫作能力。 • 國定假日需配合輪值(依法給付加班費)。

待遇面議 員工120人
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0~5人應徵

5/06 資本_金交保管銀行作業人員

  • 台北市南港區
  • 經歷不拘
  • 大學

1.辦理有價證券保管、交割、公司活動通知及對帳單等作業。 2.業務相關之專案支援、流程建置與優化。 3.業務相關合約之審查、通知及建檔等作業。 4.內外部報表編制與申報。

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11~30人應徵
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