Leung Pinky

Customer Service Associate at Dongxing Securities Co., Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong SAR, HK

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Credentials

  • HKSI
    HKSI-GROUP
    Oct, 2018
    - Nov, 2024

Experience

  • Dongxing Securities Co., Ltd.
    • China
    • Financial Services
    • 1 - 100 Employee
    • Customer Service Associate
      • Aug 2020 - Present

      • Handle new account opening, perform KYC and AML checking, input and maintain client’s information• Provide quality customer services and handle client’s enquiries• Handle client’s feedback and complaints• Maintain good relationship with existing clients• Communicate with internal and external parties effectively• Perform ad-hoc duties as the company assigned • Handle new account opening, perform KYC and AML checking, input and maintain client’s information• Provide quality customer services and handle client’s enquiries• Handle client’s feedback and complaints• Maintain good relationship with existing clients• Communicate with internal and external parties effectively• Perform ad-hoc duties as the company assigned

  • Eddid Securities and Futures Limited
    • Customer Service Officer
      • May 2019 - Aug 2020

      • To lead a small team and manage daily operations and supervise subordinates to provide excellent customer service and handle complaints • Handle new account opening, perform KYC and AML checking, input and maintain client’s information• Create and maintain good relationship with both prospective and existing clients• Provide quality customer services and handle client's enquiries and feedback• Support clients and Dealing Team to execute trading orders of Hong Kong/others stocks markets• Handle trade settlement in a professional manner• Offer support services to a client base covering Hong Kong and PRC

  • Guotai Junan Securities Co., Ltd
    • China
    • Investment Banking
    • 700 & Above Employee
    • Client Onboarding Team Officer
      • Jan 2008 - Apr 2019

      • Responsible for account opening and maintenance, including Securities, Futures, Stock Options, FX, etc.• Review client's account opening documentation in accordance with internal standard and regulatory requirements, including but not limited to KYC, CDD, AML checking etc.• Provide operations support such as data inputting, documents filing and record keeping• Handle professional investors application and renewal• Handle ongoing Customer Due Diligence review• Assist in any ad-hoc projects as assigned

Education

  • Birmingham City University
    Bachelor's degree, Business Administration and Management, General
    2015 - 2017
  • Institute of Advanced Learning
    Professional Diploma, Event Management and Public Relations
    2015 - 2016

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