Customer Service Office(Financial Services)
2 days ago
Responsibilities Perform institutional account opening and document checking according to the internal guidelines and ensure full compliance under rules and regulations. Handle and follow up Institutional clients’ enquiries, liaise with external parties and internal staff based on feedback gathered from clients. Ensure timely, complete and accurate documentation review for all client account opening records (including both individuals and corporates). Work closely with front & back office teams to establish and enforce service procedures, policies and standards. Handle clients’ inquiries and complaints. Conduct periodic review of the existing client information. Design and implement operational procedures compliant with internal guidelines and relevant regulatory requirements. Handle ad‑hoc tasks as required. Requirements Degree holder in Business, Finance or other related disciplines. At least 1+ years of working experience in Client Onboarding and CDD / KYC / AML in investment and securities business. SFC type 1 license holder / pass of relevant papers. Excellent client service mindset and interpersonal communication skill. Proficient in MS Office applications (e.g. Word, Excel, PowerPoint) and Chinese word processing. Good command of written and spoken English and Chinese, fluency in Putonghua. Candidate with more experience will be considered as Senior Customer Service Officer. Seniority level Entry level Employment type Full-time Job function Finance, Strategy/Planning, and Consulting Industries Investment Banking, Financial Services, and Business Consulting and Services Location: Central & Western District, Hong Kong SAR #J-18808-Ljbffr
-
Customer Service Executive
4 days ago
Hong Kong Island, Hong Kong SAR China EDICO Financial Press Services Limited Full timeMonitor project schedule and scope of work to meet client’s objectives and timeline. Handle client’s requests/enquiries and provide professional solutions. Take up ad-hoc duties when required. Be an accountable executive to all teammates and clients. Requirements Higher Diploma in any disciplines. Proficient in Microsoft Office. Ability to work in a...
-
Customer Service
4 days ago
Hong Kong Island, Hong Kong SAR China Fosun International Securities Limited Full timeResponsibilities Perform institutional account opening and document checking according to the internal guidelines and ensure full compliance under rules and regulations. Handle and follow up Institutional clients’ enquiries, liaise with external parties and internal staff based on feedbacks gathered from clients. Ensure timely, complete and accurate...
-
Customer Service Officer
2 weeks ago
Hong Kong, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...
-
Customer Service Officer
5 days ago
Hong Kong, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...
-
Banking Customer Service Officer
5 days ago
Hong Kong, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...
-
Customer Service, Assistant Manager
2 days ago
Hong Kong Island, Hong Kong SAR China ConnectedGroup Limited Full timeCustomer Service, Assistant Manager - Financial Services Our client is a well-established financial institution hiring a Hotline Customer Service professional to join their team. This role focuses on client engagement through phone and digital channels, supporting pension funds and retirement services. Responsibilities Respond to MPF and ORSO-related...
-
Assistant Financial Services Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Dah Sing Financial Group Full timeAssistant Financial Services Manager / General Banking Officer To provide proactive service to walk-in customers and conduct selling and cross‑selling of banking products to satisfy customers’ needs The position you are applying for falls under the Mandatory Reference Checking Scheme. You can learn more information by visiting the following link: Main...
-
Hong Kong Island, Hong Kong SAR China Manulife (International) Limited Full timeAdd expected salary to your profile for insights The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Senior Customer Service Representative/ Customer Service Officer, Customer Call Centre with the resources to solve critical problems for the future of our business, which...
-
Senior Officer, Customer Service
4 days ago
Hong Kong Island, Hong Kong SAR China Kaplan Financial (HK) Limited Full timeSenior Officer, Customer Service (Program Management) The Senior Officer in Customer Service Team (Program Management) will be responsible for delivering exceptional service to students and stakeholders, ensuring a smooth and positive experience throughout their engagement with Kaplan. This role involves handling inquiries, resolving issues, managing...
-
Hong Kong Island, Hong Kong SAR China Financial Services Development Council Full timeA leading financial services organization in Hong Kong is seeking a Director of Policy Research to lead a research team in developing insightful policies for the financial services industry. Candidates must possess over 10 years of experience, including 5 years in senior management roles, along with strong analytical and communication skills. This role...