Senior Associate / Associate, Customer Service

Shanxi Securities International Financial Holdings; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

Shanxi Securities International Financial Holdings in Hong Kong seeks a Senior Analyst to support daily client on-boarding, perform document checks, and generate statistical reports; you will maintain client records and keep databases up to date.

You will collaborate with internal departments to resolve client requests, handle hotline inquiries, manage fund and stock in/out instructions, and participate in system UAT. Strong English and Putonghua typing skills are required.

Qualifications

• Bachelor’s degree or above in related disciplines.
• Strong English and Chinese communication skills, including Putonghua.
• Excellent telephone manner and customer-focused mindset.

Responsibilities

• Handle daily client on-boarding: document checking, name screening, reporting.
• Maintain and file client records; update client databases accurately.
• Collaborate with internal departments to resolve customer requests.
• Answer hotline inquiries and manage fund/stock in/out instructions.
• Conduct system UAT and perform other tasks as assigned.

Skills

Customer Service

English & Chinese

Communication skills

Interpersonal skills

Typing

Problem solving

Team player

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

Job description

• Handle daily client on-boarding process such as document checking, name screening and statistical reporting;
• Responsible for client records maintenance and filing;
• Manage and update clients’ database in a timely and accurate manner;
• Collaborate with internal departments to ensure timely resolution of customer requests and issues;
• Responsible for hotlines pick-up and handle customer inquiries;
• Handle fund and stock in/out instructions;
• Conduct system UAT;
• Perform other job tasks as assigned.
  

Responsibilities

• Handle daily client on-boarding process such as document checking, name screening and statistical reporting;
• Responsible for client records maintenance and filing;
• Manage and update clients’ database in a timely and accurate manner;
• Collaborate with internal departments to ensure timely resolution of customer requests and issues;
• Responsible for hotlines pick-up and handle customer inquiries;
• Handle fund and stock in/out instructions;
• Conduct system UAT;
• Perform other job tasks as assigned.
  

Requirements

• Bachelor’s degree or above in related disciplines;
• Min. 5 year of experience in Customer Service, exposure in financial institutions and banks is preferred;
• Good telephone manner, customer focused mindset with effective interpersonal and communication skills;
• Strong problem-solving, negotiation, planning and organizing skills;
• Result-oriented, able to work independently and under pressure in a fast-paced environment;
• Detail-oriented, good command of spoken and written English and Chinese, including Putonghua;
• Chinese & English typing skills are necessary;
• Well-versed PC knowledge in MS Words, Excel and PowerPoint;
• Self-motivated and good team player;
• Candidates with less experience will be considered as Senior Analyst.