Responsibilities:

• Handle enquiries via phone call, email and WhatsApp; follow up and assist customer on investment account opening application;
• Deliver good customer service to meet Company’s service standard;
• Strive to leave the customer with a positive customer experience after every contact;
• Build strong, long-term relationships with customers by staying in constant communication and efficiently resolving issues with alternate solutions tailored to individual needs;
• Serve as a product, company and industry ambassador, keen on educating prospects and customers on the capabilities of product/service;
• Conduct weekly, quarterly and annual customer success reports to ensure customers optimize our product/service, issues are resolved proactively and customer goals are met;
• Evaluate risk management for each customer and proactively evade dissatisfaction or lost business and ultimately drive retention throughout customer life cycle;
• Identify and prioritize product/service updates that reflect customer requests, industry, market and competitor trends and report to key stakeholders;
• Provide insight and relay the voice of customer with internal teams, including Product, Marketing, Technical Support, Operations and Finance.

Requirements:

• Minimum 3-5 years in Customer Success or Customer Support in Financial related field, fund investment a plus;
• Passed the exam of HKSI LE Paper 1 is a must;
• Proven experience building strong customer relationships and efficiently communicating internal and external voices;
• Previous experience growing, scaling, training and supervising a CSM team;
• Excellent written, verbal, presentation and phone communication skills, with the ability to adapt conversations for technical and non-technical audiences;
• Knowledge of preparing pre-defined message for live chatbot and WhatsApp business communication a plus;
• Confident, high energy, self-motivated, responsible, trustworthy with positive attitude, high integrity and a true team player;
• Understanding of Internet and web applications with a desire learn new technologies;
• Candidates with growth mindset and willingness to learn a must;
• Demonstrated ability and desire to work and excel in fast-paced environment;
• Mature and able to work independently.

We offer competitive remuneration including career prospects to the right candidate. Interested parties please submit your application via

1. Our Talent Platform
2. Email by clicking “Apply Now”.

The employee for above position will be employed under AGBA[1] Management Company Limited.

(All applications will be treated in strict confidence and used for recruitment purpose by AGBA Management Company Ltd and its affiliates only. All applicants are kept on file 6 months from the date of the application.)

1,  AGBA Acquisition Limited is a NASDAQ-listed company (NASDAQ: ‘AGBA’) that has agreed to acquire TAG Holdings Limited.  AGBA Acquisition Limited is expected to be rebranded as ‘AGBA Group Holding Limited’ upon the SEC’s approval of the acquisition.

AGBA1 is a Hong Kong-based NASDAQ-listed company.  We are building a market-leading ‘Health and Wealth Conglomerate’ through acquisitions of Hong Kong’s #1 financial supermarket and second-largest healthcare provider.  AGBA will comprise of both our customer-care centric franchises of AGBA Health and AGBA Financial as well as our pioneering B2B operation, OnePlatform2&3.  Together, we deliver on our mission of ‘Health and Wealth Made Easy’ with everyone in our community.

1 AGBA Acquisition Limited is a NASDAQ-listed company (NASDAQ: ‘AGBA’) that has agreed to acquire TAG Holdings Limited.  AGBA Acquisition Limited is expected to be rebranded as ‘AGBA Group Holding Limited’ upon the SEC’s approval of the acquisition.
2 Insurance and MPF schemes brokerage services are provided by OnePlatform Wealth Management Limited (respectively an Insurance Broker Company with HKIA Licence No. FB1452 and a Principal Intermediary with MPF Registration No. IC000579) 保險及強積金計劃的經紀服務由環一財富管理有限公司提供，環一財富管理有限公司為持牌保險經紀公司(保監局牌照號碼：FB1452)及強積金主事中介人(強積金註冊編號：IC000579)
3  Fund products and/or services are provided by OnePlatform Asset Management Limited (a licensed corporation with SFC CE No. AFQ784) 基金產品及/或服務由環一資產管理有限公司提供，環一資產管理有限公司是持牌法團(證監會中央編號：AFQ784)