Customer Service Manager (Investment & Funds) | HK Talent Engage

Job description

Responsibilities:

• Handle inbound and outbound calls, and resolve customer enquiries, transactions and requests on investment products and services related.
• Support transactions investigation and assess the complaint allegations competently, diligently, fairly and promptly.
• Follow up verbal and written reply letter to complainant / regulator.
• Cooperate with other teams and team members to ensure timely resolution of customer requests and problems.
• Escalate issues as appropriate and ensure accuracy and compliance of all requests to be completed with good quality standards.
• Provide support to management and recommend productivity / service improvement.
• Support ad-hoc tasks of business needs, such as support BCP service.

Requirements:

• Graduated in Finance / Business or relevant discipline.
• 5-8 years of customer service experience in relation to investment funds, candidates with less experience but has good potential and qualifications will also be considered.
• Experience in wealth management products preferred.
• Passed HKSI paper 1,7,8.
• Excellent telephone manner and service attitude with good interpersonal skills and able to follow through on commitments to customers.
• Fluency in Mandarin, Cantonese and English and ability to read and write in Chinese and English is essential.