職務簡介
Job Description
• Respond promptly and professionally to clients’ business inquiries and service requests
• Troubleshoot client issues and provide effective, timely solutions
• Deliver front-line service to walk-in clients, ensuring a welcoming and professional experience
• Collaborate with internal teams to support business initiatives and complete cross-functional projects
• Monitor and respond to internal and external changes to mitigate business and operational risks
• Assist with office administration tasks, including:
• Scheduling meetings and managing calendars
• Organizing and maintaining documentation and client records
• Coordinating logistics for client visits, events, and internal meetings
Requirement qualification
• Bachelor’s degree in a relevant field, or an equivalent combination of education and experience
• Securities Investment Trust and Consulting Professionals License is required
• Minimum of 3 years of experience in project execution, project management, or client service roles
• Proven ability to adapt to a dynamic environment and manage multiple priorities effectively
• Proficiency in Microsoft Office applications, especially Excel
• Intermediate proficiency in English (listening, speaking, and writing); advanced level is a plus
• Prior experience in client service or financial services is highly desirable
• AI skills: ChatGPT, Data Reporting