Client Onboarding and Conversion, Officer

CN · Hangzhou · Hangzhou, China · On-site in China · Full-time · Mid

NewOn-site in ChinaOpen to China

AccountingFinanceMCHeHorizonProject ManagementRisk ManagementException Resolution

Salary not stated

AI summary

About the company

道富银行（State Street）是全球机构投资者信赖的金融服务提供商，助力客户管理风险、提升业绩，致力于打造包容的职场环境，提供发展机会、灵活工作支持等福利。

Role overview

该岗位为道富银行杭州办公室的全职岗位，负责会计客户的入职计划执行、新客户关系转化与现有客户拓展，需运用MCH、eHorizon等工具，对接内外部利益相关方，优化流程并确保服务质量与风险管控，属于全球会计转化团队的一员。

Responsibilities

执行会计客户的入职计划及相关活动
支持新客户关系转化与现有客户拓展
优化流程、确保服务环境与技术利用最优
对接客户与内部利益相关方，跟进转化进度
量化并梳理流程差异，确保各方理解变更
与内部团队协作，确保客户流程与期限达标
提供技术专长，研究并解决差异问题
更新项目管理，及时汇报风险及解决方案

Requirements

本科及以上学历，会计、经济、金融等相关专业
4-6年相关工作经验
具备会计、复杂投资服务相关知识
熟悉MCH、eHorizon工具优先
具备复杂基金结构与投资类型背景
具备问题解决与决策分析能力
具备项目管理与流程优化能力

Nice to have

具备跨团队协作与培训经验
拥有全球金融服务行业相关经验
具备跨文化沟通能力

Pay & benefits

提供 inclusive 发展机会
灵活工作生活支持
带薪志愿者假期
活跃的员工网络

Hiring process & how to apply

申请后按招聘流程进行评估
需提交相关工作经历与学历证明
具体流程以道富银行招聘官网说明为准

Notes for China-based candidates

岗位地点位于中国杭州，需驻场工作
需具备会计、金融相关专业背景
需熟悉MCH、eHorizon等工具
属于全球会计转化团队，需跨团队协作

This is not an official page of State Street. The listing is gathered automatically from the employer's official careers page or a job board's public feed (see sources on the right). Fintegrity has no agency relationship with this employer and has not verified its credentials. Chinese titles and summaries are AI-generated; the original text prevails. Apply on the source page. We never charge job seekers. Ranking & display rules

Excerpt

Proficiency Expectation & Education/Experience: Competent to Proficient with a Bachelor’s degree or equivalent work experience with a focus in Accounting, Economics, Finance, Technical or related field preferred. 4-6 years of related experience. Competencies: Leverage Talent - Actively commit to…

The summary and highlights are AI-generated and may contain errors; the original posting prevails.

Sources or employers who want a posting removed or corrected can email contact@fintegrity.cn; we act within 24 hours.