Customer Service Specialist - PAO Bank Limited

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