Front desk: account manager, senior account manager, chief account manager and regional director (marketing director) of brokerage firm, and the front desk service department is responsible for opening accounts.
Middle office: financial consultant, financial manager and investment consultant (different companies have different names). The central desk is responsible for answering inquiry calls, customer work and handling transfer business.
Backstage: finance, IT, administration, counter (transaction), operation director, customer service (in some companies, customer service is the counter), responsible for recruiting account managers and developing new customers.
The securities business department refers to the institution established by a securities company to engage in securities brokerage business, and the securities company shall bear civil liability for the business activities of its securities business department. As a window for securities companies to serve the outside world, the management of securities business department is directly related to the reputation and image of securities companies.