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Client Services Specialist

Salary undisclosed

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Responsibilities:

  • Be part of the Client Services Team to provide quality customer services to clients in a professional manner.
  • Handle clients on-boarding, on-going account maintenance, and business processing related document checking and execution.
  • Identifying needs of clients in order to enhance client satisfactions.
  • Be proficient in the traditional mediums of customer contact, call-ins, emails, online chats.
  • Attend to clients’ enquiries on our product offerings, account opening / management matters and general enquiries.
  • Reach out to our internal base of clients for their account matters.

Requirements:

  • Candidate must be able to accept 5 days work week (Off day to be arranged by Team Leader, may fall on weekday); able to work on Public Holiday (replacement leave will be given).
  • Work from home on weekend; WFO on weekday.
  • 1 to 2 years of working experience in a similar capacity in the equities or investment industry.
  • Familiar with financial products like equities, funds and services.
  • Outgoing personality with excellent interpersonal communication skills.
  • Good command of both written and spoken English and Chinese.
  • Fresh graduates with keen interest in financial markets, and driven character will also be considered.

Responsibilities:

  • Be part of the Client Services Team to provide quality customer services to clients in a professional manner.
  • Handle clients on-boarding, on-going account maintenance, and business processing related document checking and execution.
  • Identifying needs of clients in order to enhance client satisfactions.
  • Be proficient in the traditional mediums of customer contact, call-ins, emails, online chats.
  • Attend to clients’ enquiries on our product offerings, account opening / management matters and general enquiries.
  • Reach out to our internal base of clients for their account matters.

Requirements:

  • Candidate must be able to accept 5 days work week (Off day to be arranged by Team Leader, may fall on weekday); able to work on Public Holiday (replacement leave will be given).
  • Work from home on weekend; WFO on weekday.
  • 1 to 2 years of working experience in a similar capacity in the equities or investment industry.
  • Familiar with financial products like equities, funds and services.
  • Outgoing personality with excellent interpersonal communication skills.
  • Good command of both written and spoken English and Chinese.
  • Fresh graduates with keen interest in financial markets, and driven character will also be considered.