Customer Service Officer

Job Purpose / 職責概述

We are seeking a highly professional and dynamic Customer Service Officer to join our team . This role acts as the primary bridge between our firm and global high-net-worth clients, delivering exceptional account support and service.

我們正在尋找一位專業且富有活力的客戶服務主任。該崗位將作為公司與全球高淨值客戶溝通的核心橋樑，提供高標準的服務支援與帳戶管理。

Key Responsibilities / 主要職責

• Client Engagement & Relationship Management: Serve as the main point of contact for international and regional clients, providing high-touch customer support via phone, email, and digital messaging platforms.

客戶溝通與關係維護：擔任國際及區域客戶的主要對接人，通過電話、郵件及即時通訊工具提供高品質的客戶支援。

• Account Servicing: Facilitate seamless client onboarding, account maintenance, documentation verification, and trade/settlement inquiry handlings.

帳戶開立與日常維護：協助客戶完成開戶流程、資料審核、日常帳戶維護以及交易與結算問題的排查。

• Cross-Border & Cross-Functional Coordination: Proficiently engage with clients in both English and Mandarin to understand their needs, and effectively articulate and align these requirements with internal operational and product teams to drive efficient cross-functional execution.

跨文化與跨部門協調：能夠流利使用英語與普通話對接客戶需求，梳理需求，高效對接公司內部的運營與產品團隊。

Client Experience Optimization: Assist in refining customer service workflows, collecting client feedback, and tailoring service standards to meet international market expectations.

客戶體驗優化：協助優化客服流程，收集客戶回饋，推動服務標準符合國際化市場預期。

Requirements / 任職要求

• Education & Experience: Bachelor’s degree in Business, Finance, Communications, or a related discipline.

學歷與經驗：本科及以上學歷，金融、商務、傳媒或相關專業優先。

• Native in English (exceptional written and verbal communication skills required).
• Highly fluent in spoken and written Mandarin with proven experience working or interacting in a Mandarin-speaking cultural context.

英語達到母語水準（出色的聽說讀寫能力）。普通話聽說流利，具備在普通話工作/生活環境中溝通的實際經驗。

• Soft Skills: Excellent interpersonal skills, high cultural sensitivity, strong problem-solving agility, and a strong client-first mindset.

綜合能力：出色的溝通技巧與跨文化敏捷度，具備良好的抗壓能力與客戶至上的服務意識。