Customer Service Specialist
Salary undisclosed
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Role Responsibilities:
- Resolve various business inquiries, consultations, and requests through online and phone channels.
- Handle the full process of customer complaint cases until closure.
- Timely dissemination of company-related information via emails, text messages, etc.
- Conduct routine outbound calls and follow-ups in compliance with regulatory requirements.
- Assist the customer service team in optimizing processes, establishing multi-channel service models, and improving service quality.
- Complete other tasks assigned by superiors
Requirement:
- Bachelor’s degree or above in finance or related fields.
- At least 5 years of customer service experience in the financial industry.
- Comprehensive understanding of the financial industry and familiarity with private/public fund products and related operations.
- Strong, engaging verbal communication skills and keen insight to quickly identify customer needs.
- Ability to follow up, communicate, and resolve complex issues, effectively manage customer expectations, and maximize customer satisfaction.
- Preference will be given to candidates with Licensing Examination for Fund Practitioners (China), HKSI certification, or FP certification issued by MAS.
- Proficiency in Mandarin to communicate with China counterparts