Specialist, Securities Trading, Client Centre

Responsibilities

• Manage client interactions through both inbound and outbound calls, addressing inquiries related to securities products, other investment products, and insurance (where applicable), ensuring a high standard of professionalism and efficiency.
• Deliver exceptional service to clients, maintaining a professional demeanor and ensuring all interactions are handled efficiently and with the highest quality.
• Accurately execute client orders and instructions pertaining to securities and insurance products (if applicable), ensuring compliance with all relevant regulations and internal policies.
• Respond to inquiries regarding general banking products, providing clear and accurate information to clients.
• Efficiently resolve client issues and complaints, ensuring client satisfaction and adherence to service standards.
• Capture and document client feedback to identify areas for internal process improvements and enhance overall client experience.
• Conduct outbound calls for specific assignments as required, ensuring all communications are conducted in a professional and timely manner.
• Consistently meet or exceed established service level agreements and productivity standards, contributing to the overall success of the client services team.

Skills and Experience

• Knowledge of securities trading market, general banking products, and insurance products
• Previous experience in customer servicesStrong interpersonal and communication skills
• RI registration (HKSI paper 1,7,8 required)
• TR licensing registration (IIQE 1,2,3 preferred)
• Fluent in Cantonese, English, Mandarin