Client Service Representative
5 days ago
Job Summary
We are seeking a highly skilled and experienced Client Service Representative to join our team. The ideal candidate will be responsible for providing exceptional customer service to clients, including order placing and IPOs processing.
Key Responsibilities:
- Provide quality customer service to clients, responding to their inquiries and resolving issues in a timely and professional manner.
- Process orders and IPOs for clients, ensuring accuracy and efficiency.
- Handle client enquiries regarding settlement matters and product procedures.
- Respond to client enquiries on different types of products.
- Order placing for clients and sales using online systems.
- Provide administrative support in the aspects of transaction execution and filing.
- Organize training and education sessions for RMs.
- Check and follow up documentations in relation to KYC and Suitability Assessment.
- Compile, analyze, and report sales data.
Requirements:
- F.7/HKDSE or above.
- Relevant experience in financial brokerage is preferred.
- Potential holder of SFC Type 1 (Dealing in Securities) and Type 2 (Dealing in Futures Contracts) licenses.
- Willing to learn, service-oriented, and results-driven.
- Good communication skills and must be PC literate, including Chinese typing.
- Sensitive to numbers.
- Good knowledge of local stocks and futures is definitely an advantage.
- Well-versed in Excel, PowerPoint, Word, and other Microsoft Office applications.
- Proficiency in English, Cantonese, and Mandarin.
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