Client Services Executive
- Posted 21 September 2023
- LocationHong Kong
- Job type Permanent
- DisciplineBanking & Insurance
- Reference8444
Job Description
Our client is a global leading Fintech company. They are now looking to hire a Customer Service Executive, based in Hong Kong. This role is responsible for providing a positive customer experience for all clients through activities related to broker/shareholders, back office function, customer contact, shareholder servicing, mutual fund compliance, recordkeeping, and shareholder reporting.
Key responsibilities:
Answers routine to complex customer inquiries, determines customer concerns/problems, and contributes to the resolution of escalated issues by offering solutions within scope of work via inbound and outbound calls
Adheres to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives
Performs KYC due diligence for both corporate and retail clients to meet regulatory requirements
Identifies customers’ current and future needs proactively to ensure a positive customer experience
Verifies customer requests to ensure information is correct and in good order, and takes appropriate action
Corresponds with customers via phone, email or standard/complex written correspondence, where appropriate
Detects and assesses potential signs of fraudulent and/or suspicious activity and takes appropriate action with guidance
Adheres to all fund and company policies and regulatory controls and requirements and offers suggestions or feedback when requested or appropriate
Key Requirements:
Bachelor's Degree
1 to 2 years’ experience working in a financial services firm ideally in a client service role
Fluency in Korean is a must
Mutual funds experience is a plus
Strong PC knowledge including use of Microsoft Office applications
Excellent written and verbal communication skills in English and Chinese (written) / Cantonese (verbal) to interact with clients, business partners and management