Account Opening & Conversion Manager

Forthright Financial Holdings Company Limited; Hong Kong; On-site; HKD 180,000 - 300,000; Full time

Job summary

Forthright Financial Holdings Company Limited is seeking a Customer Service Manager to support offline account opening conversions. You will follow up multi‑channel leads from Facebook advertising, seminars, and KOLs via WhatsApp to drive account opening conversions and optimize the service process.

You will create account opening service and APP usage guides, manage seminar confirmations and attendance, provide on‑site support at seminars and offline activities, and collect customer feedback to

Qualifications

• Diploma or above in customer service or marketing.
• 3+ years in customer service or sales support; financial industry preferred.
• Excellent communication and customer management abilities.

Responsibilities

• Follow up multi-channel leads via WhatsApp to drive conversions.
• Optimize account opening service processes and create guides and FAQs.
• Manage seminar confirmations, reminders, and attendance.
• Provide on-site service support at seminars and offline activities.
• Collect customer feedback and propose improvements.
• Collaborate with field promotion and activity teams to boost conversions.

Skills

WhatsApp

Customer service

Process optimization

Document writing

Communication skills

Education

Diploma or above

Job description

Forthright Financial Holdings Company Limited is seeking a Customer Service Manager to support offline account opening conversions. You will follow up multi‑channel leads from Facebook advertising, seminars, and KOLs via WhatsApp to drive account opening conversions and optimize the service process.

You will create account opening service and APP usage guides, manage seminar confirmations and attendance, provide on‑site support at seminars and offline activities, and collect customer feedback to