Customer Service Officer
直接向此求職者傳送職缺邀請
A highly accomplished Customer Service and Administration professional with over 9 years of robust experience within the financial and precious metals sectors((9 years CFD and 2 years FX)). Holds the GSQE Paper 1 qualification issued by the Hong Kong Securities and Investment Institute (HKSI). Demonstrates exceptional expertise in client account management, trading platform support, and high-precision data entry.
Equipped outstanding cross-departmental coordination skills, dedicated to delivering superior service experiences
資深客戶服務與行政管理專家，於金融及貴金屬行業累積超過 9 年的豐富CFD以及2年FX實務經驗。持有香港證卷及投資學會頒發的金銀業貿易場資格考試卷一（GSQE Paper 1）專業資格，精通客戶賬戶管理、交易平台運作查詢以及高準確度的數據輸入工作。具備出色的 跨部門溝通協調技巧，始終致力於為企業及客戶提供卓越的服務體驗
Feb 2020 - May 2026 (6 years 4 months)
Efficient Inquiry Handling: Proficiently operate telephone and online customer service systems to provide real-time support for client inquiries regarding account opening, trading platform operations, and market information.. Full-Cycle Account Assistance: Actively assist clients throughout the entire account opening process, including fund deposits, trading guidance, and day-to-day account management..
Exclusive Benefits Maintenance: Manage and resolve matters related to clients' exclusive privileges, promotional campaigns, reward activities, and account status updates..
Financial Product Promotion: Utilize phone and online customer service systems to actively and dedicatedly promote Contracts for Difference (CFDs) or spread betting products, encouraging deposits and trading activities from existing and prospective clients.. High-Net-Worth Client Development: Demonstrate keen business development acumen to actively acquire, cultivate, and manage relationships with High-Net-Worth (HNW) individuals..
Client Retention Management: Continuously maintain relationships with existing and potential clients to enhance satisfaction, thereby boosting client retention and loyalty.. Cross-Departmental Communication: Collaborate and coordinate closely with internal departments to promptly address, track, and follow up on client-related inquiries raised across teams.. Ad-Hoc Task Execution: Assist with and execute other ad-hoc duties and special projects as assigned by upper management.
Efficient Inquiry Handling: Proficiently operate telephone and online customer service systems to provide real-time support for client inquiries regarding account opening, trading platform operations, and market information.. Full-Cycle Account Assistance: Actively assist clients throughout the entire account opening process, including fund deposits, trading guidance, and day-to-day account management..
Exclusive Benefits Maintenance: Manage and resolve matters related to clients' exclusive privileges, promotional campaigns, reward activities, and account status updates..
Financial Product Promotion: Utilize phone and online customer service systems to actively and dedicatedly promote Contracts for Difference (CFDs) or spread betting products, encouraging deposits and trading activities from existing and prospective clients.. High-Net-Worth Client Development: Demonstrate keen business development acumen to actively acquire, cultivate, and manage relationships with High-Net-Worth (HNW) individuals..
Client Retention Management: Continuously maintain relationships with existing and potential clients to enhance satisfaction, thereby boosting client retention and loyalty.. Cross-Departmental Communication: Collaborate and coordinate closely with internal departments to promptly address, track, and follow up on client-related inquiries raised across teams.. Ad-Hoc Task Execution: Assist with and execute other ad-hoc duties and special projects as assigned by upper management.
Dec 2017 - Jan 2020 (2 years 2 months)
Handle customers' inquiry about account opening, trading platform and market information with good efficiency
Assist in client account opening procedures and general administration duties
Handling inquiries from customer service and internal departments
Assist customers and customer service colleagues to inquire about all matters related to the account (rewards, account status,etc..)
According to the needs of each duty period, use Excel to calculate various customer reports and submit to the supervisor
Responsible for the deposit, withdrawal bonus addition and management of client accounts, and the unreceived funds need to be communicated to the deposit platform
Carry out bulk volume billing activities including data entry work, data checking
Any Other Duties that may be given by superriors from time to time
Handle customers' inquiry about account opening, trading platform and market information with good efficiency
Assist in client account opening procedures and general administration duties
Handling inquiries from customer service and internal departments
Assist customers and customer service colleagues to inquire about all matters related to the account (rewards, account status,etc..)
According to the needs of each duty period, use Excel to calculate various customer reports and submit to the supervisor
Responsible for the deposit, withdrawal bonus addition and management of client accounts, and the unreceived funds need to be communicated to the deposit platform
Carry out bulk volume billing activities including data entry work, data checking
Any Other Duties that may be given by superriors from time to time
Bachelor in Business Administration – Tamkang University (2008-09 – 2012-06)
– Taipei Municipal Yongchun Senior High School (2003-09 – 2006-07)
