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CS Officer (Financial Planning / Wealth Management / Client Services [Non-sales]) (15–20k)

Lloyd Karson International Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2019-01-18
  • Career Level:Entry Level
  • Location:Quarry Bay
  • Yr(s) of Exp:3 years
  • Qualification:Non-Degree Tertiary
  • Salary:HK$14,000 - 20,000 /month (negotiable)
  • Employment Type:Full Time, Permanent
  • Others:Full Time, Permanent
  • Job Function:Others  Call Centre  Customer Service - Supervisor/Officer  

Job Description

The client is a respected global bank, is now seeking for few new headcounts as Customer Services / CS Officer (Financial Planning / Wealth Management / Client Services [Non-sales]) (15–20k) to join their growing team. 

Responsibilities:

  • Handle general email inquiries, phone calls & face-to-face timely and tactfully
  • Provide quality customer services to clients   
  • Perform claims registration and insurance enquiry over the phone             
  • Feedback customers’ comments to superior for service improvement   
  • Make suggestions for improving customer satisfaction
  • Perform ad-hoc task as required by supervisor

Requirements:

  • Diploma/ Degree in Business, Finance, Marketing and/or Insurance Studies
  • At least 3 years working experience in Customer Service, Hotline or Call Center environement, preferably in insurance, banking or telecommunication industry
  • Candidate as Financial Planner/ Financial Planning / Wealth Management Associate are welcome
  • IIIQE Paper 1, 2, 3 is preferable 
  • Familiar with Call Centre operation workflow and procedures   
  • Knowledge in wide range of General Insurance or Life insurance products will be an advantage  

If you would like to apply for this Customer Services / CS Officer (Financial Planning / Wealth Management / Client Services [Non-sales]) (15–20k) role or find out more, please or send your resume to talent(at)lloydkarson.com quoting the reference: 156708

Company Info

Lloyd Karson is an international leading provider of permanent recruitment, contract professionals and talent management services worldwide.We assists corporations in identifying, assessing and recruiting mid-level management to senior executive talent across various industries. With our headquarter in Australia, we are expanding our business reach across Asia Pacific.

The Hong Kong office specializes in human resources & business support, information technology, sales & marketing, accounting & finance, property & construction, supply chain, and logistics & procurement.

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