Client Service Specialist - American brokerage firm

Hong Kong Permanent
  • Attractive packages with annual bonus
  • Strong professional platform

About Our Client

Our client is an American multinational brokerage firm based in Hong Kong. Having been set up for more than 40 years, the company provides the electronic trading platform for different investment products such as stocks, options, futures, EFPS to HNW, individual and institutional clients. It operates in the USA, Europe, Hong Kong, UK, and Asia with more than 2600 employees globally.

Job Description

  • Handle client's enquiries through email, ticket, live chat and inbound call
  • Understand and familiarize yourself with multiple proprietary platforms including trading systems and administrative portals in order to work with a highly automated and self-service business model
  • Educate clients on the entire trading cycle, including funding process, position transfers, corporate actions, margin calculations, and statements reconciliation
  • Troubleshoot with clients and take ownership when issues arise, be able to follow up, escalate and liaise with various internal parties such as Legal & Compliance, Risk, IT, Cashiering, Clearing and other service groups around the world
  • Demonstrates a strong customer service orientation and takes responsibility to ensure customers are satisfied

The Successful Applicant

  • University graduate or above with at least 2 years experience in financial institution
  • Registration with SFC type 1
  • Excellent communication skills in English, Cantonese and Mandarin
  • Self-motivated, strong interpersonal and communication skills, can work independently and in a team setting
  • Immediate available is an advantage
  • Strong knowledge in listed Equities, Options, Futures, and FX

What's on Offer

  • Medical insurance
  • MPF
  • Annual bonus
  • Stable working hours 8am-5pm
  • Flexible roster on public holiday
  • 16 days annual leave
Joanie Lau
Quote job ref
Phone number
+852 3602 2458

Job summary

Customer Service
Customer Service Officer – Inbound
What is your area of specialisation?
Financial Services
Hong Kong
Contract Type
Consultant name
Joanie Lau
Consultant contact
+852 3602 2458
Job Reference