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 partnersHandling enquiries from clients and partnersContinuous follow-up such as client reminders, regular review, etc.Familiarizing with product information and relevant materialsLiaising with Insurance companies on clients’ issueFacilitating other ad-hoc assignments Permanent Customer Services - Supervisor/Officer Job details
