Customer Service

Responsibilities:

• Handle and follow up internal / external enquires and service requests in a timely and professional manner
• Leading customer services team to provide professional customer services and solve capabilities to clients
• To be responsible for new account opening and outsider broker account opening issue.
• To liaise and co-ordinate with sales team & technical team for customer's request
• To cooperate with RO on daily work
• To support the implementation on FATCA requirements

Requirements:

• At least 5 year’s relevant experience in securities firm or financial institution
• SFC Type 1 Licensed Holder
• Experience on KYC, AML check and FATCA
• Ability to coach, train and develop junior customer service officer
• Strong interpersonal and communication skills, able to work with accuracy
• Good command of written and spoken English and Chinese, Putonghua is a must