Team Lead, Account Management (Client Onboarding)

Responsibilities: Leading Account management team To process account management tasks including account opening, change of client’s info, and etc. and ensure accuracy and efficiency of daily operation. To participate and contribute to systems development and process improvement projects relevant to account management department Process account opening ATS registration Update client’s information Maintain commission rate for all equity and TFEX products Verify W-8BEN and assign special tax benefit for Offshore clients. Verify and update client ‘s high net worth status Qualifications: Bachelor Degree in Business administration/ Accounting/ Finance/ Economics/ Management Minimum of 5 years working experience in account management/ operations department in securities companies Have experiences to manage the team Strong analytical and numerical skills Sound knowledge of financial products and brokerage services Proficient in MS word, Excel and Power point Good interpersonal and communication skill Moderate levels of English proficiency both speaking and writing Ability to work well under pressure and tight timeline