Client Care Executive, Personal Clients

Job Description: 

Key Responsibilities

Responsible for managing inbound and outbound customer interactions, addressing inquiries, resolving issues, and providing accurate information about our products and services to deliver quality service to clients.

• Handle inbound and outbound calls and other client contacts professionally.
• Resolve customer enquiries, problems, and complaints efficiently.
• Provide accurate information on products and services and identify cross-selling opportunities.
• Record client interactions and feedback in the system for service improvement.
• Meet defined service quality, productivity and performance targets.
• Adhere to all internal policies, procedures, and regulatory requirements, including AML and conduct standards.

Skills and Experience

• Bachelor's degree or above.
• Experience in a contact centre or customer service environment preferred.
• Strong communication and problem-solving skills.
• Customer-oriented mindset with attention to detail.
• Ability to work in a fast-paced, target-driven environment.
• Commitment to high ethical standards and compliance.
• Fluent written and spoken Cantonese, Mandarin, and English.