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Customer Service Executive

by Varsha Mankani in Banking & Financial Services    20th Sep, 2019    HKD 1k - HKD 1k

A well established financial advisory firm with operations in HK and Singapore. Job Highlights • Fresh graduates are welcome • Involve in supporting new business and on-going client services

  • Supporting client on-boarding process including preparation of client proposals, Know Your Client process, product presentation, case follow-up, etc.
  • Maintaining relationships with clients and partners
  • Handling enquiries from clients and partners
  • Continuous follow-up such as client reminders, regular review, etc.
  • Familiarizing with product information and relevant materials
  • Liaising with Insurance companies on clients’ issue
  • Facilitating other ad-hoc assignments

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