锦鲤求职岗位描述
岗位职责
Position Overview
This role focuses on operational support, case handling, and process optimization across brokerage account management and transaction workflows.
Key Responsibilities
Account operations: Handle processes related to accounts, trading, settlement, funds, and positions.
Case management: Process and track middle/back-office cases including account opening, position transfers, third-party funding, corporate actions, and abnormal trades.
Data reporting: Strong ability to organize data and prepare reports; proficient in Excel (pivot tables, lookup functions, and basic analysis).
Process improvement: Review workflows, draft SOPs, identify inefficiencies, and propose enhancements.
Risk documentation: Accurately compile timelines and evidence for client complaints, trading anomalies, and risk events.
Attention to detail: Maintain rigor in handling numbers, documents, and operational risks.
Customer Facing: Solve customer's enquiries and be able to assist them in account opening.
岗位要求
Qualifications
Strong analytical and reporting skills, with advanced Excel proficiency.
Experience in account operations, settlement, and corporate action handling preferred.
Ability to document and improve processes through SOPs.
High sensitivity to operational risk and accuracy in case handling.