Sales Operations Officer, Account Opening and On-boarding

Qupital Limited
Posted on 2024-04-03

Not Specified
0 year(s) work experience
Five-day work week / Medical insurance

Job Highlight

  • Diploma or above
  • 1-3 years' experience in customer service
  • Responsible for performing KYC procedures

Job Description

Job Description:

  • Responsible for performing KYC procedures at clients onboarding.
  • Review on the new client records creation and ongoing data maintenance of the existing clients.
  • Work closely with internal parties to facilitate the collection of KYC and other relevant documents.
  • Proactively assist sales colleagues in handling clients’ inquiries/complaints through emails, Wechat, phone calls.
  • Understand, and update any changes on the operation manual and policy
  • Perform other administrative tasks assigned by supervisor.

Requirements:

  • Diploma or above.
  • 1-3 years' experience in customer service.
  • Candidate with 1-2 year(s) experience or handling Mainland China clients is preferred.
  • Experience in handling bank, e-commerce or payment platform clients is preferred.
  • Familiar with corporate or personal credit products is preferred.
  • Proficient in both spoken and written Chinese including Putonghua.
  • Good customer service mentality and communication skill.
  • Good command of computer skills including MS Word, MS Excel and MS PowerPoint.
  • Candidate with more experience will be considered as Senior Officer or Assistant Manager.

We offer 5-day work week, bank holiday and medical benefits. Interested applicants please send a detailed resume, with current and expected salary, contact number and date available by clicking Apply Now.

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Job Function
Work Location Not Specified
Benefits Five-day work week / Medical insurance
Education
Non-Degree Tertiary
Skills Communication / Teamwork / Microsoft Word / Microsoft Excel / Microsoft PowerPoint
Spoken Language Intermediate Cantonese / Intermediate Mandarin
Written Language Intermediate Chinese
Employment Type Full Time
Industry IT / E-Business

About company
Qupital Limited
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