Customer Service Manager — Financial Services Leader

Platinum Financial Services Limited; Hong Kong; On-site; HKD 360,000 - 480,000; Full time

Job summary

Platinum Financial Services Limited in Hong Kong seeks a Customer Service Manager to lead our client service operations in Central and Western District, ensuring high-quality interactions and retention.

You will manage a team of customer service representatives, drive service improvements, and align processes with regulatory requirements and company policies.

The role offers a full-time contract with a competitive package and a collaborative, growth-focused workplace.

Qualifications

• Minimum 3 years of customer service management experience in insurance or financial services.
• Knowledge of insurance products and financial services operations.
• Excellent communication and interpersonal skills.
• Ability to work under pressure and meet deadlines.
• Familiarity with financial services regulations and compliance.

Responsibilities

• Lead and supervise a team of customer service representatives.
• Manage inquiries, complaints, and escalations with professionalism.
• Coordinate with financial institutions and trustees to resolve issues.
• Process applications, policy administration, and related forms.
• Monitor service quality and drive improvements.
• Prepare reports and maintain client data records.
• Support asset allocation research and quarterly fund updates.

Skills

Customer service management

Insurance knowledge

Communication skills

Problem-solving

Time management

Regulatory knowledge

Education

Bachelor's degree in Business, Finance or related

Tools

NAV system

Policy administration systems

Job description

Platinum Financial Services Limited in Hong Kong seeks a Customer Service Manager to lead our client service operations in Central and Western District, ensuring high-quality interactions and retention.

You will manage a team of customer service representatives, drive service improvements, and align processes with regulatory requirements and company policies.

The role offers a full-time contract with a competitive package and a collaborative, growth-focused workplace.