Customer Service, Assistant Manager - Financial Services
ConnectedGroup Limited
- Company Industries:Human Resources Management/Consultancy
Job Information
- Post Date:2025-10-13
- Location:Hong Kong Island
- Qualification:Bachelor's degree in a business-related discipline
- Language Required:English Cantonese
- Salary:Year-end bonus
- Employment Type:Full time
- Job Function:Customer Service - Manager
- Benefits:Provide clear explanations of scheme benefits, investment options, and procedures
Job Description
Our client is a well-established financial institution hiring a Hotline Customer Service professional to join their team. This role focuses on client engagement through phone and digital channels, supporting pension funds and retirement services.
Responsibilities:
- Respond to MPF and ORSO-related inquiries via hotline and digital platforms in excellent customer service standard
- Process transactions including fund transfers, withdrawals, and scheme consolidations
- Provide clear explanations of scheme benefits, investment options, and procedures
- Resolve complex client cases by coordinating with internal departments
- Promote digital self-service tools and retirement planning resources
- Collaborate with compliance and operations teams to address client needs
Requirements:
- Bachelor's degree in a business-related discipline
- 2- 6 years of experience in banking or financial services, ideally in a call centre or customer service role
- HKSI Papers 1, 7, and 8 (or equivalent SFC license) preferred
- MPF Examination pass is a plus
- Candidates without the above qualifications may still apply, provided they are willing to obtain the necessary licenses after joining
- Familiarity with MPF and ORSO schemes is an advantage
- Strong communication skills in English, Cantonese, and Mandarin
- Candidates with less experience will be considered for Officer level
If you are interested in this role, please click "APPLY" or send your updated CV to me at karen-yy.lau@connectedgroup.com. Only the shortlisted candidates will be notified. All personal data collected will be kept strictly confidential and will be only used for recruitment purposes.
For more job openings, please visit https://www.connectedgroup.com/
#ConnectedGroup #Stayconnected
Company Info
ConnectedGroup is an executive search and recruitment firm with offices in Hong Kong and China. We work across a number of industry sectors providing cross-functional recruitment. Our specialisms are Financial Services, Legal, Manufacturing, Supply Chain/Sourcing, Industrial, Technology, Strategy & Transformation, Life Sciences, Consumer and Retail/Luxury Goods, Hospitality, Sales, Marketing & Communications, Corporate Functions/Administration (Human Resources & Talent Acquisition/Finance/Accounting/Professional Support), Property & Real Estate.
All information is used for recruitment purposes only. Although we endeavour to respond to every applicant this may not always be possible so if you receive no response within 60 days, please consider your application for this specific vacancy to be unsuccessful. We will contact you with the next vacancy that matches your profile.
http://www.connectedgroup.com/privacy-policy
All information is used for recruitment purposes only. Although we endeavour to respond to every applicant this may not always be possible so if you receive no response within 60 days, please consider your application for this specific vacancy to be unsuccessful. We will contact you with the next vacancy that matches your profile.
http://www.connectedgroup.com/privacy-policy
| Position | Company | Location | Update |
|---|---|---|---|
| Customer Service, Assistant Manager - Financial Services | ConnectedGroup Limited | Hong Kong Island | 2025-10-13 |
| (Assistant) Key Account Manager - FMCG, 13-month | ConnectedGroup Limited | Central and Western District | 2025-11-28 |
| Leasing & Property Management Officer (Commercial Building) | ConnectedGroup Limited | Tsim Sha Tsui, Yau Tsim Mong District | 2025-11-25 |
| Customer Service, Assistant Manager - Financial Services | ConnectedGroup Limited | Hong Kong Island | 2025-11-18 |