Senior Associate

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募集要項

会社概要

同社は、欧州地域発の金融サービス企業グループの日本支社です。世界的な投資運用業務を行い、日本では金融商品取引法に基づき投資運用業者として登録されています。また、同社はある自治領における金融センターであり、同自治領の金融サービス機構から保険業のライセンスを受けています。同地は、金融業界だけでなく観光やスポーツなどの面でも知られる土地であり、同社の活動も広く評価されています。これからもお客様の資産の成長を支援するために、長期的な投資商品や保険商品を提供してまいります。

業務内容

The successful candidate will be a part of the Customer Service team based in Japan. The team is responsible for all aspects of product operations, administrations, and customer service.
Main responsibilities:

• Deal with queries from clients, both internally and externally via telephone or written communication and complete subsequent process required.
• Identify and log any complaints/ VODs that we received. Ensuring that following the complaints procedures correctly.
• Take ownership of and resolve any queries through to a satisfactory conclusion for both internal and external customers.
• Conduct general related tasks.
• Support Premium Collection tasks to include payments.
• Repsonsibile for account opening and life servicing operations.
• Ensure pended work is reviewed, chased and closed within expected timescales.
• Responsible for accurate and efficient completion of general and corporate administrative tasks provided to you.
• Lead and support junior staff in the team.
• Actively contributing to the successful delivery of the departmental objectives along with your own business objectives and performance development plan.
• Be a team player and contribute to the "one team" approach across all of Client Services.
• Proactive, solutions-based approach to understanding issues which arise.
• Able to implement actions according to company policies and procedures.
• Ensure compliance, company policies and regulatory legislation requirements are met and adhered to.
• Highlight any efficiency opportunities to help improve customer experience.

応募条件

Minimum requirements:

• Native level in Japanese language with very good proficiency in English.
• Excellent written and verbal communication, both internally and externally, in English and Japanese.
• Highly self-motivated individual.
• Experience in handling external telephone calls
• Ability to manage and prioritise own workload in a fast-paced environment and be able to make decisions within the merit of their role.
• Strong understanding of client due diligence and anti-money laundering requirements including client screening process.
• Capable of working to tight deadlines & display time management skills.
• Demonstrate an inquisitive nature and willingness to identify any concerns, particularly relating to KYC/CDD. AML and suspicious transactions.
• Be passionate about delivering excellent customer service.
• Previous work experience in Bank, Securities, or a similar retail customer service-based industry.
• Can demonstarte leadership and ownership of the tasks in the role.
• Experience in account opening and customer ID verification process.
• Experience in bank transfer and payment operations
• Competent in Microsoft applications

給与

600 - 800 万円

勤務地

東京