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First Securities (HK) Limited First Securities (HK) Limited is a company incorporated in Hong Kong. We provide a wide array of financial products and services to our clients. To support our business expansion, we are urgently seeking to fill the following position and invite qualified candidates to join our team. Customer Service & Operations Officer/ Client Relations Officer (Ref: FSHK-CS-202608) Job Descriptions Oversee and execute end-to-end account opening procedures for securities and investment accounts, ensuring accuracy and compliance with regulatory standards. Respond to customer inquiries face-to-face, via phone, email or other means. Conduct and review Know Your Customer (KYC) and Customer Due Diligence (CDD) processes, including verification of identity, financial background, and risk assessment. Evaluate and validate client documentation with a strong focus on regulatory compliance, Anti-Money Laundering (AML), and Counter-Financing of Terrorism (CFT) requirements. Maintain client information and account status. Handle daily operational matters from the sales teams and provide administrative support; Assist in other assignments or ad hoc duties whenever necessary. Requirement Diploma/Degree holder in Finance, Business Administration or related subjects At least 2 years of customer service experience in financial institutions. Strong knowledge of regulations related to KYC, client onboarding and due diligence, including AML and CTF. Familiar with the account opening requirements for various types of clients, including individuals, corporate, trusts, institutions, etc. Responsible, able to work independently and meet tight deadlines Strong interpersonal and communication skills Good command of Chinese and English, fluent in Mandarin is essential We offer an attractive remuneration package. Professional and personal development are also provided to the right candidate. Please quote job reference and apply by giving a full resume and expected salary via email at hr@firstsechk.com . Applicants not hearing from us within 4 weeks may consider their applications have been filed for future reference. Personal data provided by job applicants will be kept in strict confidence and only for employment-related purpose in accordance with Personal Data (Privacy) Ordinance. A copy is available on request. heights.
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