We are looking for a candidate to join us as a Customer Service Representative for our business expansion.

Responsibilities:

• 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

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.