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Investment Customer Services

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Job Summary

  • Hong Kong SAR
  • Permanent
  • JN -082023-1946021
  • Aug 29, 2023
  • Competitive
Job Description

Customer Service: Handle investment inquiries, resolve complaints, analyze feedback, conduct UAT, coordinate BCP. 5-8 yrs exp. HKSI certified. Shifts. Strong communication skills. English/Cantonese fl


  • Provide professional and tactful customer service by handling and resolving customer queries and requests related to investment products and services, both through phone and email channels.
  • Create FAQs, scripts, and standard operating procedures (SOP) for new product launches and conduct training sessions as needed.
  • Address and manage customer complaints received via phone and email, ensuring timely resolution and effective communication.
  • Collect and analyze customer feedback to identify opportunities for system enhancement and propose suitable solutions.
  • Conduct user acceptance testing (UAT) and system testing to ensure smooth implementation of new products and services.
  • Collaborate with internal stakeholders during business continuity planning (BCP) situations, ensuring coordination and alignment.


  • Possess 5-8 years of frontline customer service experience, with a strong preference for candidates with experience in the investment field (candidates with less experience may be considered for the Associate Manager position).
  • Hold HKSI Paper 1, 7, and 8 certifications (candidates with economics-related majors may be exempted from Paper 7 and 8).
  • Willingness to work in shifts as required.
  • Excellent communication skills, both written and verbal, with the ability to thrive under pressure.
  • Proficient in English and Cantonese, with fluency in Putonghua being advantageous.