Overview
Customer service / Client Service Jobs in Hong Kong, Hong Kong SAR at Cornerstone Global Partners (CGP Group)
Title: Customer service / Client Service
Company: Cornerstone Global Partners (CGP Group)
Location: Hong Kong, Hong Kong SAR
Responsibilities:
- Execute various client management activities, including KYC, onboarding, annual reviews, and ongoing maintenance.
- Interact directly with clients to efficiently handle requests such as deposits, withdrawals, and transfers.
- Collaborate proactively with sales and operations teams to ensure client satisfaction.
- Communicate with clients regarding product lifecycle management, including valuation reports and margin calls.
- Provide proactive support to sales and operations on other client service-related matters.
- Contribute to internal projects aimed at streamlining workflows based on personal experience and feedback.
Requirements:
- Bachelor's degree or above
- Previous experience in client services, KYC, or client management is preferred.
- Ability to work independently and take initiative.
- Detail-oriented and organized, with strong communication skills to convey information clearly and concisely to all levels of internal and external stakeholders.
- Proficiency in English and Mandarin; fluency in Cantonese is an advantage.
