【工作內容】
Preparing of client correspondences including dormant letters, account closure letters, reference letters, etc.
Ensuring lodgment of client-related documents with ASU and CRMS for non-borrowing and borrowing clients, respectively.
Owning and overseeing end-to-end process for account closure with the assistance of various internal departments in order to ensure no undocumented exposures or lapses, and to inform clients accordingly.
【工作時間】
09:00-18:00 周休六日
【工作地點】
台北市松山區南京東路四段16號
【具備條件】
1. 大學畢業、商學相關或是有金融業經驗。
2. 願意學習
3. 可英文讀寫
4. 細心耐心、有責任心、願意學習
5. 口條良好、具備溝通能力
【派遣說明】
此為派遣職缺。
【其他職務】
https://sites.google.com/view/manpowerrita
【Job Purpose】An entry level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the operations – transaction services team.
【Job Background/context】Processor for mutual fund, e.g., place client’s fund order,
communicate with client, Taiwan Depository & Clearing Corp, fund house,
reconcile the transaction and client position, etc.