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My client is a leading financial services company that offers a wide range of services to both individual and institutional customers and they are looking for a Client Service Specialist to join their winning team.
Job Responsibility:
Manage all client correspondence such as scanning, retention, and mailing and respond to or distribute internal and external inquiries in a timely manner
Work closely with the operations team to ensure the efficient and timely processing of client requests
Proactively collaborate with different teams to resolve complex client matters and support the review process by identifying exceptions for escalation
Communicate with clients through outbound calls and email to address their needs and enquiries
Support general administrative duties, including providing backup coverage for the front desk
Requirements:
Bachelor Degree in any discipline
At least 3 years relevant experience in client service in financial institutions
Passionate with client service, a good team player with excellent communication skills and problem solving skills
Proficient in MS Office
Fluent in English, Mandarin and Cantonese for both written and verbal communication
Nice to have:
SFC Type 1 and Type 4 License holder is preferable