Senior Associate / Associate, Customer Service

Shanxi Securities International Financial Holdings Limited; Hong Kong; On-site; HKD 334,800 - 502,200; Full time

Job summary

Shanxi Securities International Financial Holdings Limited is seeking a Senior Associate / Associate in Customer Service in Hong Kong. The role involves handling daily client on-boarding processes and maintaining client records. Candidates must possess a Bachelor's degree and have a minimum of 5 years of customer service experience, preferably in financial institutions.

The ideal candidate will have strong problem-solving skills, a customer-focused mindset, and good command of English and Chinese. Proficiency in MS Word, Excel, and PowerPoint is essential.

Qualifications

• Bachelor’s degree or above in related disciplines.
• Min. 5 years of experience in Customer Service.
• Good telephone manner and effective interpersonal skills.

Responsibilities

• Handle daily client on-boarding process.
• Maintain client records and database.
• Collaborate with internal departments for customer resolution.

Skills

Customer service experience

Problem-solving skills

Interpersonal skills

Negotiation skills

Detail-oriented

Typing skills (Chinese & English)

Education

Bachelor's degree or above

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Senior Associate / Associate, Customer Service

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 hotline 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 years 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 Word, Excel and PowerPoint.
• Self‑motivated and good team player.
• Candidates with less experience will be considered as Senior Analyst.