Senior Client Service Pro: Securities & Financial Services

Core Pacific - Yamaichi International (HK) Ltd; Hong Kong; On-site; HKD 246,000 - 312,000; Full time

Job summary

Core Pacific - Yamaichi International (HK) Ltd is hiring a Customer Service Specialist in Wan Chai. You will handle inquiries face-to-face, by phone, email and digital channels, and coordinate with internal teams to resolve complex issues.

You will ensure regulatory compliance, maintain procedures, train peers and support quality improvement projects while delivering timely reports. Fluency in English and Chinese (Cantonese & Mandarin) is required and a customer‑focused mindset is essential.

Qualifications

• Bachelor's degree or Higher Diploma in any discipline
• Passes in HKSI Paper 1, 7 and 8 are required
• Holder of SFC license Type 1 and Type 2 is a strong advantage
• Minimum 2 years of customer service experience, preferably in securities brokerage, banking, insurance, or financial services
• Proven experience in complaint handling and complex servicing inquiries
• Good command of spoken and written English and Chinese (Cantonese & Mandarin)
• Proficiency in MS Office applications
• Strong communication and interpersonal skills
• Customer-focused mindset with a willingness to learn and grow
• Positive, responsible, self-motivated, and a good team player
• Candidate with less experience will be considered for the Officer position

Responsibilities

• Handle customer enquiries through face-to-face, telephone, email and digital channels
• Independently resolve complex enquiries and complaints by coordinating with internal departments and making follow-up calls to ensure client satisfaction
• Ensure compliance with regulatory requirements and company policies in all customer interactions
• Maintain internal operating procedure manual and assist in peer training to promote knowledge sharing
• Participate in departmental projects, including service quality programs, system upgrades, User Acceptance Testing (UAT), and ad hoc assignments
• Prepare regular reports and provide administrative support to the team

Skills

Customer service

Complaint handling

Communication skills

Team player

Regulatory compliance

Willingness to learn

Education

Bachelor's degree or Higher Diploma

HKSI Paper 1, 7 and 8

SFC license Type 1 and Type 2

Tools

MS Office

Job description

Core Pacific - Yamaichi International (HK) Ltd is hiring a Customer Service Specialist in Wan Chai. You will handle inquiries face-to-face, by phone, email and digital channels, and coordinate with internal teams to resolve complex issues.

You will ensure regulatory compliance, maintain procedures, train peers and support quality improvement projects while delivering timely reports. Fluency in English and Chinese (Cantonese & Mandarin) is required and a customer‑focused mindset is essential.