Customer Service Officer

Job Description:

• Handle and follow up on clients’ inquiries on account opening, trading platform, and market information in a comprehensive and professional manner.
• Establish and maintain a good relationship with clients.
• Handle individual and corporate account onboarding procedures, including data collection, risk disclosure, preliminary KYC/CDD, etc.
• Handle clients' complaints, coordinate and resolve issues promptly, and maintain customer satisfaction.
• Maintain relationships with high-value clients by providing tailored services to enhance their experience.
• Execute client retention strategies to improve client engagement and loyalty consistently.
• Obtain feedback from clients on the service delivered and recommend a service improvement plan to the Company
• Maintain client database and prepare data reports and/or analysis when necessary
• Assist in ad-hoc projects as assigned

Requirements:

• Diploma or above in business or related discipline
• Minimum 1 year of relevant sales and customer service experience in the investment industry
• Excellent customer service with good communication skills and detail-minded, responsible, and proactive
• Knowledge of securities and futures markets and products will be an advantage - Qualification of SFC License Type 1 and Type 2 is an advantage
• Good command of both spoken and written English and Chinese. Proficiency in Putonghua is a plus
• Fresh graduates will also be considered