Client Management Manager (Financial Services)

Join Doo Group – Explore α Better Future

Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together!

Looking for a New Challenge? Join Us as We Expand Globally!

As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.

DOO you have what it takes?

What you’ll be working on:

• Supervise Client Management Department, and work closely with the Operations Manager to oversee daily business operations.
• Provide all-around administrative support to the Operations Department.
• Provide advisory support and assistance to Business partners related to customer onboarding and data maintenance.
• Work closely with Business to contribute positively to the documentation, not limited to account opening, maintenance, KYC, etc.
• Lead the team to perform day-to-day management of the account opening and maintenance processing, including daily management of in-process, pending, and service-related activities.
• Understand new customer requirements and ensure adequate support for new customer requirements and initiatives.
• Conduct periodic performance reviews of the department, identify gaps in processes, and appropriate remediation to eliminate operational risks.
• Responsible for CRM account setting operations.
• Liase with the system vendor on the CRM system enhancement and bug issues.

What we’re looking for:

• At least Degree in Finance/Banking, Business Administration, or any other related majors are preferred.
• Minimum 3-4 years of relevant working experience in Stockbroking/ Securities Operations, Investment Banking, or Funds Services Operations are preferred.
• Customer-oriented, attentive to details, compliance and control-oriented, diligent, proactive, and able to work under pressure.
• Ability to conduct simulation and troubleshoot the reported cases.
• Experience in supporting clients’ inquiries and technical problems in financial services is an added advantage.
• Ability to work in a fast-paced, dynamic environment and manage multiple tasks simultaneously.
• Good command in both English and Mandarin is a MUST as you will deal with CN counterparts.
• Willing to work flexibly and shift arrangement, including night shift.

What we offer:

• Seeking to expand your regional work experience? Work alongside industry-leading professionals from around the globe in an environment filled with opportunities for continuous learning and growth.
• We value your well-being - You'll find it here along with our comprehensive medical, dental, optical, and wellness benefits.
• We appreciate your contributions with a 13th-month salary and performance bonus.
• We reward our best employees with quarterly employee recognition awards in USD.
• Feeling drowsy after lunch? Take advantage of our smart pantry access and weekly tea break/lucky draw.

Life as DOOers

At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOOer, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.

Discover your potential with Doo Group. Apply now and be part of our success story!

#DooBeyondLimit #TogetherWeDooMore #SucceedYourCareerWithDoo