Banking Associate, Client Services - US stock, Night shift

Location: Hong Kong
Job Type: Permanent
Industry: Investment Finance | Investment Banking & Private Equity | Retail & Corporate Banking
Reference: 34596_1692602887
Job Published: August 21, 2023


  • Handle and resolve customer queries and requests via phone and email on investment products and services in a professional manner with tactful customer service skills
  • Design FAQs & scripts, prepare SOP and provide training during new product launch
  • Handle verbal & written customer complaints from customers via phone and email
  • Collect and analyse feedback from customer and provide system enhancement/solution
  • Perform UAT and system testing before launching new products and services
  • Coordinate BCP situations with internal stakeholders when necessary


  • 5-8 years' experience in frontline customer service, experience in investment areas is strongly preferred, less experience will be considered as Associate Manager
  • Holder of HKSI paper 1, 7 & 8 (Econ related majors can waive 7&8)
  • Shift duty may be required
  • Strong communication skills, and able to work under pressure
  • Good command of written and spoken English and Cantonese, fluency in Putonghua a plus