Deskripsi pekerjaan Funding Executive / Client Withdrawal Specialist (Chinese Speaker) Doo Group
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?
Job Summary:
The Client Withdrawal Specialist is responsible for processing client withdrawal requests accurately and efficiently. This role ensures that all transactions comply with company policies and regulatory requirements, providing excellent service to clients and maintaining the integrity of financial operations.
Key Responsibilities:
- Withdrawal Processing:
- Receive and review client withdrawal requests.
- Verify client information and ensure all required documentation is complete.
- Process withdrawals through the brokerage's financial systems.
- Coordinate with relevant departments to resolve any issues or discrepancies.
- Compliance and Security:
- Ensure all transactions adhere to regulatory requirements and company policies.
- Monitor transactions for potential fraud or suspicious activity and report as necessary.
- Maintain confidentiality and security of client information.
Client Communication:
- Communicate with clients regarding the status of their withdrawal requests.
- Address client inquiries and resolve issues related to withdrawals promptly and professionally.
- Provide exceptional customer service and maintain positive client relationships.
Record Keeping and Reporting:
- Maintain accurate records of all withdrawal transactions.
- Prepare and submit daily, weekly, and monthly reports on withdrawal activities.
- Assist with audits and provide necessary documentation and support.
Continuous Improvement:
- Identify opportunities to improve the withdrawal process for efficiency and accuracy.
- Participate in training and development programs to stay current with industry practices and regulations.
- Collaborate with team members to implement best practices and process enhancements.
Requirements:
- Ability to work on a shift basis.
- Bachelor's degree in finance, Accounting, Business Administration, or a related field.
- Minimum of 2 years' experience in financial operations, client services, or a related role within the brokerage or financial services industry.
- Strong understanding of financial transactions and regulatory compliance.
- Excellent attention to detail and accuracy.
- Strong communication and customer service skills.
- Proficiency in using financial software and Microsoft Office Suite.
- Ability to work independently and as part of a team.
- Strong problem-solving and analytical skills.
- Ability to handle sensitive and confidential information with discretion.
- Familiarity with the financial regulations and practices in Indonesia is preferred.
- Fluency in Chinese and English is a must.