Client Services Executive

Posted 21 September 2023
LocationHong Kong
Job type Permanent
DisciplineBanking & Insurance

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