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.
【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.
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