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Customer Service Officer

Principal Trust Company (Asia) Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2017-08-02
  • Career Level:Entry Level
  • Location:Not Specified
  • Employment Type:Full Time, Permanent
  • Job Function:Call Centre  Customer Service - Supervisor/Officer  Others  

Job Description

Customer Service Officer (CSO) strives to provide the absolute best customer experience on a daily basis. Responsible for managing all customer inquiries pertaining to account, member enrollments, terminations, contribution or general inquiries with a focus on customer satisfaction. CSO works in a fast paced team environment to support Principal’s services on MPF and Mutual Fund offerings.  CSO must be willing to help drive process improvement, in an effort to always exceed customer’s expectations. The Customer Contact Center Team has a proven track record for upward movement for high performing individuals. 

Responsibilities:

  • Taking inbound calls within a call center environment and handle customer inquiries through electronic means
  • Occasion handle of walk-in customers
  • We shall provide training on our in-house pension system and pension products. The role is required to provide service on processing member enrollments, terminations and group changes in accordance with the company procedures, policies and local regulations
  • Maintain accurate records and complete documentation of customer contact center functions
  • Assist in preparing relevant materials in response to client enquiry and requests and provide administrative support to other team within the departments in a professional manner
  • Perform other job related duties and special projects as required

 Requirements:

 Skills-

  • Exceptional customer service and listening skills
  • Excellent interpersonal, written and verbal communication skills
  • Good organizational skills and the ability to work effectively as part of a team in a busy customer driven environment
  • Strong analytical abilities to research, extract, summarize, and communicate complex or diverse information preferred
  • Attention to detail; data entry accuracy
  • Demonstrate best in class telephone etiquette
  • Requires knowledge of company products and customer service activity

Background-

  • Associate Degree or University graduate or equivalent
  • Experience in handling enquiries for banking/financial services/MPF and ORSO schemes is preferred
  • Experienced candidates will be considered for a senior/supervisor position
  • Good command of spoken & written English and Chinese, Mandarin is a plus
  • Proficient in MS Word, Excel and PowerPoint
  • The role may be required on shift duty

Please apply in confidence with full resume, current and expected salary, date of availability and quoting reference no. CCC0517 in the subject line and email to hr_hk@ principal.com

We are an equal opportunity employer and welcome applications from all qualified candidates. All information received will be kept in strict confidentiality and for recruitment purpose only.

Only shortlisted candidates will be notified.

Company Info

Principal Financial Group® (Nasdaq: PFG) is a global financial company with over 18,000 employees^ passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we’re helping more than 50 million customers^ plan, insure, invest, and retire, while working to improve our planet, support the communities where we do business, and build a diverse, inclusive workforce.

In Hong Kong for over two decades, we’re a provider of investment and retirement solutions covering pension schemes & products as well as mutual funds. We combine our capabilities in global investment management, leading retirement and asset allocation expertise to provide people and companies the financial tools, resources and information they need to achieve greater financial security and live their best life.  Our investment products are well recognized in the asset management industry for many years.  We’ve been awarded “Good MPF Employer Award” for consecutive years by MPFA for our dedication and continuous effort in enhancing better retirement protection for employees.  As a socially responsible employer, we’ve gained the “Caring Company” recognition for over 10 years to recognize our commitment in Caring for the Community, Employees and Environment.

If you are looking for a place where you are empowered to contribute and grow continuously, here is the opportunity - we are looking for high caliber talents to join our Hong Kong operation and grow with us.  To find out more, please visit us at www.principal.com.hk

^ As of December 31, 2021

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