client service specialist (financial institution).

about the company.
My client is a leading financial services company that offers a wide range of services to both individual and institutional customers and they are looking for a Client Service Specialist to join their winning team.

• Manage all client correspondence such as scanning, retention, and mailing and respond to or distribute internal and external inquiries in a timely manner
• Work closely with the operations team to ensure the efficient and timely processing of client requests
• Proactively collaborate with different teams to resolve complex client matters and support the review process by identifying exceptions for escalation
• Communicate with clients through outbound calls and email to address their needs and enquiries
• Support general administrative duties, including providing backup coverage for the front desk

• Bachelor Degree in any discipline
• With at least 3 years relevant experience in client service in financial institutions
• Passionate with client service, a good team player with excellent communication skills and problem solving skills
• Proficient in MS Office
• Fluent in English, Mandarin and Cantonese for both written and verbal communication
• SFC Type 1 and Type 4 License holder is preferable
• Immediately Available is preferred