Client Services Specialist (Hybrid)
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.