Customer Service Representative (Hotline)

Job Summary

We are seeking motivated and service-oriented individuals to join our Customer Service Hotline team. This role involves handling inbound inquiries related to banking and investment products, ensuring regulatory compliance, and delivering high-quality customer support. Shift duty is required to support hotline operations across designated service hours.

Key Responsibilities

• Handle inbound calls regarding banking and investment products, account services, and general inquiries

• Provide accurate and compliant information in accordance with SFC and IIQE regulations

• Conduct KYC reviews to ensure regulatory compliance and mitigate risks

• Manage account closure procedures, including documentation verification, compliance checks, and finalization of customer records

• Assist customers with account-related requests (e.g., updates, freezes, or reactivations) while adhering to internal policies.

• Adhere to internal policies and regulatory guidelines during all customer interactions

• Work on rotating shifts from Monday to Friday

Requirements

• Bachelor’s degree from a recognized university

• Holder of valid SFC Type 1 & Type 4 licenses

• Passed IIQE Papers 1, 2, 3, and 5

• Minimum 1 year of customer service or call center experience (banking or financial services preferred)

• Excellent communication skills in Cantonese, English, and preferably Putonghua

• Strong interpersonal skills and ability to work under pressure

• Familiarity with CRM systems and basic computer proficiency

• Willingness to work on shift schedules