We are looking for a Senior Client Relations Officer (Contract) for 9-month role to join our relations management team. You will play a pivotal role in ensuring our clients receive the highest level of service. Your responsibilities will include:

• Preparing presentation materials for Relationship Managers to effectively communicate with clients.
• Downloading and analyzing data from the AS400 system.
• Preparing necessary documents for plan transfers and wind-ups.
• Promptly answering phone calls and responding to email enquiries.
  
  
  

Requirements

To be successful in this role, you must meet the following requirements:

• An Associate degree in Business Administration or related fields.
• A minimum of 5 years of sales support or administrative experience, preferably within the financial services industry.
• Outstanding organizational skills and attention to detail.
• Strong proficiency in preparing reports using MS Excel and crafting presentation decks with MS PowerPoint.
• Excellent communication skills in both spoken and written English and Chinese (Cantonese).

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