Responsibilities:

• Maintain accurate client records and ensure proper filing of documentation.

• Update and manage client databases in a timely and accurate manner.

• Liaise with internal stakeholders to resolve client requests and operational issues efficiently.

• Provide frontline support by handling customer enquiries via hotline and other communication channels.

• Process fund transfers and stock deposit/withdrawal instructions.

• Perform ad hoc duties and projects as assigned.

Requirements:

• Bachelor’s degree or above in related disciplines (experienced candidate without bachelor will also consider);
• Min. 2 years of experience in Customer Service, exposure in financial institutions and banks is a must;
• Good telephone manner, customer focused mindset with effective interpersonal and communication skills;
• Strong problem-solving, negotiation, planning and organizing skills; Result-oriented, able to work independently and under pressure in a fast-paced environment;
• Good command of spoken and written English and Chinese, including Mandarin. Chinese & English typing skills are necessary;
• Well-versed PC knowledge in MS Words, Excel and PowerPoint;