279 Client Service jobs in Hong Kong

Client Service Executive

Chubb

Posted 18 days ago

Job Viewed

Tap Again To Close

Job Description

5 days ago Be among the first 25 applicants

  • Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
  • Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
  • Handle enquiries from other countries or territories or external parties for multinational insurance program
  • Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
  • Monitor the team’s performance to ensure the service standard could be matched
  • Communicate with brokers and other external parties
  • Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
  • Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
  • Support Inwards team when required from drafting local policy to premium settlement
  • Incidental work that may be required to be completed that may be outside the scope to day to day work requirements

Requirements

  • Bachelor degree in any discipline, major in Accounting is an advantage
  • 1-2 years of work experience in policy administration or accounting
  • Conscientious, with strong attention to detail and sense of accuracy
  • Good command in both spoken and written English and Cantonese
  • Proactive, independent, self-motivated, self-discipline and strong interpersonal skills
  • PC literate in MS Word, Excel and Access
Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Administrative and General Business
  • Industries Insurance

Referrals increase your chances of interviewing at Chubb by 2x

Sign in to set job alerts for “Client Services Executive” roles. Senior Director, Client Executive Manager Client Relationship Officer | Fintech | Hong Kong Customer Services Officer (1-Year contract) Customer Service Officer, INV Specialist Senior Client Coverage Manager - Hang Seng Indexes Company (HK) Manager, Services Business Development (Cantonese Speaking)-R-244979

Wan Chai District, Hong Kong SAR 1 week ago

CUSTOMER SERVICE - shipping company / forwarder / logistics / container feeder (Sheung Wan/5 days work) Director, Services Business Development (Cantonese Speaking)-R-237783

Wan Chai District, Hong Kong SAR 3 weeks ago

Customer Service Representative (5 days)

Central & Western District, Hong Kong SAR 1 week ago

Assistant Manager / Manager | Office Services (Leasing) Customer Service Officer, Multiple Openings!

Wan Chai District, Hong Kong SAR 3 months ago

KYC Client Lifecycle Manager – Asset Management

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Client Service Executive

Chubb

Posted 18 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Client Service Executive role at Chubb

1 week ago Be among the first 25 applicants

Join to apply for the Client Service Executive role at Chubb

  • Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
  • Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
  • Handle enquiries from other countries or territories or external parties for multinational insurance program
  • Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
  • Monitor the team’s performance to ensure the service standard could be matched
  • Communicate with brokers and other external parties
  • Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
  • Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
  • Support Inwards team when required from drafting local policy to premium settlement
  • Incidental work that may be required to be completed that may be outside the scope to day to day work requirements

Responsibilities

JOB DESCRIPTION

  • Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
  • Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
  • Handle enquiries from other countries or territories or external parties for multinational insurance program
  • Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
  • Monitor the team’s performance to ensure the service standard could be matched
  • Communicate with brokers and other external parties
  • Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
  • Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
  • Support Inwards team when required from drafting local policy to premium settlement
  • Incidental work that may be required to be completed that may be outside the scope to day to day work requirements

Requirements

QUALIFICATIONS

  • Bachelor degree in any discipline, major in Accounting is an advantage
  • 1-2 years of work experience in policy administration or accounting
  • Conscientious, with strong attention to detail and sense of accuracy
  • Good command in both spoken and written English and Cantonese
  • Proactive, independent, self-motivated, self-discipline and strong interpersonal skills
  • PC literate in MS Word, Excel and Access
Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Marketing and Sales
  • Industries Insurance

Referrals increase your chances of interviewing at Chubb by 2x

Get notified about new Client Services Executive jobs in Hong Kong SAR .

Senior Customer Service Officer - FMCG/Consumer Officer, Contact Center Customer Service

Kowloon City District, Hong Kong SAR 1 week ago

Client Relationship Officer | Fintech | Hong Kong

Central, Hong Kong SAR HK$300,000.00-HK$360,000.00 1 day ago

Enterprise Client Success Executive- Hong Kong Customer Care Advisor (English Speaking) Customer Services Officer(Complaints & Enquiries) Community Associate (Customer Service, Events and Sales Customer Care Representative (Digital & Feedback)

Sha Tin District, Hong Kong SAR 2 weeks ago

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Client Service Executive

Hong Kong, Hong Kong Chubb

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Client Service Executive role at Chubb

1 week ago Be among the first 25 applicants

Join to apply for the Client Service Executive role at Chubb

  • Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
  • Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
  • Handle enquiries from other countries or territories or external parties for multinational insurance program
  • Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
  • Monitor the team’s performance to ensure the service standard could be matched
  • Communicate with brokers and other external parties
  • Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
  • Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
  • Support Inwards team when required from drafting local policy to premium settlement
  • Incidental work that may be required to be completed that may be outside the scope to day to day work requirements
Responsibilities
JOB DESCRIPTION
  • Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
  • Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
  • Handle enquiries from other countries or territories or external parties for multinational insurance program
  • Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
  • Monitor the team’s performance to ensure the service standard could be matched
  • Communicate with brokers and other external parties
  • Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
  • Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
  • Support Inwards team when required from drafting local policy to premium settlement
  • Incidental work that may be required to be completed that may be outside the scope to day to day work requirements
Requirements
QUALIFICATIONS
  • Bachelor degree in any discipline, major in Accounting is an advantage
  • 1-2 years of work experience in policy administration or accounting
  • Conscientious, with strong attention to detail and sense of accuracy
  • Good command in both spoken and written English and Cantonese
  • Proactive, independent, self-motivated, self-discipline and strong interpersonal skills
  • PC literate in MS Word, Excel and Access
Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Marketing and Sales
  • Industries Insurance

Referrals increase your chances of interviewing at Chubb by 2x

Get notified about new Client Services Executive jobs in Hong Kong SAR .

Senior Customer Service Officer - FMCG/Consumer Officer, Contact Center Customer Service

Kowloon City District, Hong Kong SAR 1 week ago

Client Relationship Officer | Fintech | Hong Kong

Central, Hong Kong SAR HK$300,000.00-HK$360,000.00 1 day ago

Enterprise Client Success Executive- Hong Kong Customer Care Advisor (English Speaking) Customer Services Officer(Complaints & Enquiries) Community Associate (Customer Service, Events and Sales Customer Care Representative (Digital & Feedback)

Sha Tin District, Hong Kong SAR 2 weeks ago

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Corporate Client Service, Specialist

AIA Hong Kong and Macau

Posted 16 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Corporate Client Service, Specialist role at AIA Hong Kong and Macau

1 week ago Be among the first 25 applicants

Join to apply for the Corporate Client Service, Specialist role at AIA Hong Kong and Macau

Get AI-powered advice on this job and more exclusive features.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About The Role

Lead and manage team(s) under EB insurance to meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards

Roles And Responsibilities

  • Provide satisfactory customer service and administration services to the assigned portfolio
  • Oversee, customer services and daily operations for the assigned portfolio/distribution channel
  • Conduct client visits, presentations and members’ briefings and handle clients’ enquires and complaints
  • Review all form of clients communication materials including but not limiting to letters, reports, statements and presentation materials
  • Monitor client retention and service-to-sales activities such as operation support on up-selling retail products/promoting our client retention programs etc
  • Ensure achievement of client retention and service-to-sales targets
  • Maintain close client relationship and take precautionary measures whenever necessary to retain the portfolio
  • Closely monitor the database/reports/queues/system that are used for measuring the benchmark and ensure they are properly updated and completed within service timeline.
  • Develop control procedures on any risk areas identified and to provide expertise and technical advice to team members
  • On-time identification of errors, delays or any other problems, with subsequent diagnosis & resolution via corrective and /or preventive measures
  • Work as a change agent and take the initiative to introduce or facilitate changes in policies and procedures
  • Assist team members in prioritizing tasks and provide clear direction to team members when they meet problems
  • Provide support to superior in coaching and supervising staff towards client-focused and seeks continuous improvement
  • Manage and motivate staff to enhance competencies and performance
  • Coach and mentor team members for staff development
  • Coordinate and monitor CCS team’s initiatives/activities
  • Act as a module owner to lead projects
  • Perform any other duties and projects as assigned


Requirements

  • University graduate is preferred with minimum 6 – 7 years customer services/operations experience of which 1 – 2 years in supervisory positions
  • Good knowledge on group insurance operation flow and group insurance products
  • Self-motivated and customer orientated
  • Must be a team player
  • Detail oriented
  • Good communication and interpersonal skills
  • Outgoing personality with good presentation skills
  • Good time management and organization skills
  • Good staff coaching and supervisory skills
  • Good PC skills
  • Proficient in both spoken and written Chinese and English


Others

  • You are preferred to obtain the license of Insurance Authority (IA) (Paper 1, 2, and 3) or Mandatory Provident Fund Schemes Authority (MPFA) (Paper 4)
  • You are required to acquire the relevant license(s) if your job involves regulated activities


Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

Get notified about new Client Services Representative jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week ago

Client Service Specialist, Consumer Banking

Kowloon City District, Hong Kong SAR 1 week ago

Officer to Senior Officer, Customer Information Operation Client Onboarding Specialist - Hong Kong Guest Relations Officer / Assistant Guest Relations Officer Administration Officer, Asia (contractor) Client Onboarding Specialist - Hong Kong Client Service Specialist | Multi-Family Office, Central | HK$30-40K

Central & Western District, Hong Kong SAR 17 hours ago

Associate / Senior Associate - Client Services Representative

Central & Western District, Hong Kong SAR 18 hours ago

CRIU Analyst (Client Review and Investigation)

Kowloon City District, Hong Kong SAR 1 week ago

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Client Service Operations Analyst

Finsight Group Inc (FINSIGHT)

Posted 18 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Click the "Apply" button above or follow this link to review and respond to our questionnaire:

Link to the questionnaire

ABOUT FINSIGHT

FINSIGHT ( creates high-reliability financial technology that provides unparalleled visibility and actionable insights into capital markets. Our applications streamline workflows that facilitate hundreds of billions of dollars worth of capital markets activity annually for all the major investment banks and many of the world's largest global corporations. We are headquartered in New York City with offices in London, Singapore, Kyiv, Hong Kong, Miami and Manila.

We are a friendly, close-knit team of motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients.

ROLE OVERVIEW

We are expanding our operations in Hong Kong and are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and sales).

Responsibilities will include:

  • Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
  • Facilitating communication among internal and external stakeholders
  • Recording and editing corporate media presentations using audio and video editing software (Audacity and Adobe Premiere)
  • Coordinating business conference calls and live web events
  • Industry research, data entry and data verification
  • Client onboarding and product training
  • Application testing and quality assurance to identify and report any issues or bugs
  • Preparing and maintaining operational procedures to facilitate service and support
  • Soliciting and internally communicating client feedback

What you will learn / reinforce in this role:

  • How to deliver exceptional internal and external support on a consistent basis
  • Strong time management practices
  • Clear and concise written and verbal communication
  • The ins-and-outs of running a software services company
  • How to use audio and video editing software (Audacity and Adobe Premiere)
  • Basics of capital markets (ie “Wall Street”)

REQUIREMENTS

Hard Skills / Experience

  • English - Native or Bilingual
  • 1–2 years of experience in a client-facing or professional services role (strongly preferred)
  • Adept with computers and related technologies, including software applications, internal systems, and productivity suites (e.g., Microsoft Office and Google Workspace)
  • Proficiency in locating, analyzing and verifying information using advanced online research techniques (i.e., knowing how to find things online beyond simply “Googling it”)
  • Exceptional interpersonal and customer service skills, consistently exceeding expectations through active listening, understanding client needs and delivering thoughtful, timely responses

Soft Skills / Experience

  • Demonstrated critical thinking and problem-solving a bilities: Skilled at analyzing complex, nuanced client inquiries and drawing informed conclusions to develop tailored, client-centric solutions
  • Attention to detail with strong project managemen t skills: Capable of managing multiple priorities simultaneously, balancing deliverables and deadlines without compromising quality
  • Proactive and solutions-oriented: A self-starter who thrives in high-touch client environments, confidently navigating impromptu challenges and offering thoughtful resolutions with minimal oversight
  • Strong time management and execution skills: Demonstrates the ability to stay organized, meet deadlines, and follow through consistently in a dynamic, fast-paced setting
  • Clear and effective communicator: Communicates with clarity and confidence, both in writing and verbally, ensuring alignment both internally and externally
  • Positive attitude and coach-ability: Embraces feedback, is eager to learn, and approaches collaboration with an open mindset
  • Highly reliable and trustworthy: Maintains professionalism, discretion, and consistency, earning the trust of clients and colleagues alike.

SHIFT AVAILABILITY

  • 7AM to 4PM HKT, Monday to Friday

COMPENSATION

  • Base Salary: $61,500-$64,000 USD annually

BENEFITS

  • 3 weeks of paid vacation; 1 week of paid sick leave
  • Comprehensive medical and dental insurance
  • Fully stocked snack room
  • Company provided laptop
  • Regular team outings

LOCATION

  • Note: We are moving our office to Admiralty in 2025

*This is an in-office position

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service
  • Industries Capital Markets and Financial Services

Referrals increase your chances of interviewing at Finsight Group Inc (FINSIGHT) by 2x

Sign in to set job alerts for “Client Services Representative” roles. Officer, Customer Services (Phone Banking - General Banking) Customer Relationship Management Specialist / Manager (CRM) Operations Support Officer (Office Administration), AO - British Consulate General Hong Kong Client Onboarding Specialist - Hong Kong Administrator - KYC / CDD | Client support Assistant Officer (Fintech Facilitation Office) (Fresh Graduate Welcome) Company Secretarial Assistant/ Officer

Wan Chai District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Administrative Officer (Membership Facilities Management) Senior Associate, Client Experience (Corporate) Assistant Manager, Business Administration Client Services Coordinator / Department Administrative Assistant (Hong Kong, SAR) (#3964) (Senior) Charities Officer (Admin Support) Reception/Facilities Coordinator Prestigious Global Investment Management Firm - (1-year renewable contract role) – pays up to HKD30k Secretary to the Communications & External Affairs and Member Services Department

Central & Western District, Hong Kong SAR 1 week ago

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Client Service Operations Analyst

Hong Kong, Hong Kong Finsight Group Inc (FINSIGHT)

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Click the "Apply" button above or follow this link to review and respond to our questionnaire:

Link to the questionnaire

ABOUT FINSIGHT

FINSIGHT ( creates high-reliability financial technology that provides unparalleled visibility and actionable insights into capital markets. Our applications streamline workflows that facilitate hundreds of billions of dollars worth of capital markets activity annually for all the major investment banks and many of the world's largest global corporations. We are headquartered in New York City with offices in London, Singapore, Kyiv, Hong Kong, Miami and Manila.

We are a friendly, close-knit team of motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients.

ROLE OVERVIEW

We are expanding our operations in Hong Kong and are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and sales).

Responsibilities will include:

  • Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
  • Facilitating communication among internal and external stakeholders
  • Recording and editing corporate media presentations using audio and video editing software (Audacity and Adobe Premiere)
  • Coordinating business conference calls and live web events
  • Industry research, data entry and data verification
  • Client onboarding and product training
  • Application testing and quality assurance to identify and report any issues or bugs
  • Preparing and maintaining operational procedures to facilitate service and support
  • Soliciting and internally communicating client feedback

What you will learn / reinforce in this role:

  • How to deliver exceptional internal and external support on a consistent basis
  • Strong time management practices
  • Clear and concise written and verbal communication
  • The ins-and-outs of running a software services company
  • How to use audio and video editing software (Audacity and Adobe Premiere)
  • Basics of capital markets (ie “Wall Street”)

REQUIREMENTS

Hard Skills / Experience

  • English - Native or Bilingual
  • 1–2 years of experience in a client-facing or professional services role (strongly preferred)
  • Adept with computers and related technologies, including software applications, internal systems, and productivity suites (e.g., Microsoft Office and Google Workspace)
  • Proficiency in locating, analyzing and verifying information using advanced online research techniques (i.e., knowing how to find things online beyond simply “Googling it”)
  • Exceptional interpersonal and customer service skills, consistently exceeding expectations through active listening, understanding client needs and delivering thoughtful, timely responses

Soft Skills / Experience

  • Demonstrated critical thinking and problem-solving a bilities: Skilled at analyzing complex, nuanced client inquiries and drawing informed conclusions to develop tailored, client-centric solutions
  • Attention to detail with strong project managemen t skills: Capable of managing multiple priorities simultaneously, balancing deliverables and deadlines without compromising quality
  • Proactive and solutions-oriented: A self-starter who thrives in high-touch client environments, confidently navigating impromptu challenges and offering thoughtful resolutions with minimal oversight
  • Strong time management and execution skills: Demonstrates the ability to stay organized, meet deadlines, and follow through consistently in a dynamic, fast-paced setting
  • Clear and effective communicator: Communicates with clarity and confidence, both in writing and verbally, ensuring alignment both internally and externally
  • Positive attitude and coach-ability: Embraces feedback, is eager to learn, and approaches collaboration with an open mindset
  • Highly reliable and trustworthy: Maintains professionalism, discretion, and consistency, earning the trust of clients and colleagues alike.

SHIFT AVAILABILITY

  • 7AM to 4PM HKT, Monday to Friday

COMPENSATION

  • Base Salary: $61,500-$64,000 USD annually

BENEFITS

  • 3 weeks of paid vacation; 1 week of paid sick leave
  • Comprehensive medical and dental insurance
  • Fully stocked snack room
  • Company provided laptop
  • Regular team outings

LOCATION

  • Note: We are moving our office to Admiralty in 2025

*This is an in-office position

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service
  • Industries Capital Markets and Financial Services

Referrals increase your chances of interviewing at Finsight Group Inc (FINSIGHT) by 2x

Sign in to set job alerts for “Client Services Representative” roles. Officer, Customer Services (Phone Banking - General Banking) Customer Relationship Management Specialist / Manager (CRM) Operations Support Officer (Office Administration), AO - British Consulate General Hong Kong Client Onboarding Specialist - Hong Kong Administrator - KYC / CDD | Client support Assistant Officer (Fintech Facilitation Office) (Fresh Graduate Welcome) Company Secretarial Assistant/ Officer

Wan Chai District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Administrative Officer (Membership Facilities Management) Senior Associate, Client Experience (Corporate) Assistant Manager, Business Administration Client Services Coordinator / Department Administrative Assistant (Hong Kong, SAR) (#3964) (Senior) Charities Officer (Admin Support) Reception/Facilities Coordinator Prestigious Global Investment Management Firm - (1-year renewable contract role) – pays up to HKD30k Secretary to the Communications & External Affairs and Member Services Department

Central & Western District, Hong Kong SAR 1 week ago

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This advertiser has chosen not to accept applicants from your region.

Corporate Client Service, Specialist

Hong Kong, Hong Kong AIA Hong Kong and Macau

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Corporate Client Service, Specialist role at AIA Hong Kong and Macau

1 week ago Be among the first 25 applicants

Join to apply for the Corporate Client Service, Specialist role at AIA Hong Kong and Macau

Get AI-powered advice on this job and more exclusive features.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.
Sound like you? Then read on.
About The Role
Lead and manage team(s) under EB insurance to meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards
Roles And Responsibilities

  • Provide satisfactory customer service and administration services to the assigned portfolio
  • Oversee, customer services and daily operations for the assigned portfolio/distribution channel
  • Conduct client visits, presentations and members’ briefings and handle clients’ enquires and complaints
  • Review all form of clients communication materials including but not limiting to letters, reports, statements and presentation materials
  • Monitor client retention and service-to-sales activities such as operation support on up-selling retail products/promoting our client retention programs etc
  • Ensure achievement of client retention and service-to-sales targets
  • Maintain close client relationship and take precautionary measures whenever necessary to retain the portfolio
  • Closely monitor the database/reports/queues/system that are used for measuring the benchmark and ensure they are properly updated and completed within service timeline.
  • Develop control procedures on any risk areas identified and to provide expertise and technical advice to team members
  • On-time identification of errors, delays or any other problems, with subsequent diagnosis & resolution via corrective and /or preventive measures
  • Work as a change agent and take the initiative to introduce or facilitate changes in policies and procedures
  • Assist team members in prioritizing tasks and provide clear direction to team members when they meet problems
  • Provide support to superior in coaching and supervising staff towards client-focused and seeks continuous improvement
  • Manage and motivate staff to enhance competencies and performance
  • Coach and mentor team members for staff development
  • Coordinate and monitor CCS team’s initiatives/activities
  • Act as a module owner to lead projects
  • Perform any other duties and projects as assigned
Requirements
  • University graduate is preferred with minimum 6 – 7 years customer services/operations experience of which 1 – 2 years in supervisory positions
  • Good knowledge on group insurance operation flow and group insurance products
  • Self-motivated and customer orientated
  • Must be a team player
  • Detail oriented
  • Good communication and interpersonal skills
  • Outgoing personality with good presentation skills
  • Good time management and organization skills
  • Good staff coaching and supervisory skills
  • Good PC skills
  • Proficient in both spoken and written Chinese and English
Others
  • You are preferred to obtain the license of Insurance Authority (IA) (Paper 1, 2, and 3) or Mandatory Provident Fund Schemes Authority (MPFA) (Paper 4)
  • You are required to acquire the relevant license(s) if your job involves regulated activities
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

Get notified about new Client Services Representative jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week ago

Client Service Specialist, Consumer Banking

Kowloon City District, Hong Kong SAR 1 week ago

Officer to Senior Officer, Customer Information Operation Client Onboarding Specialist - Hong Kong Guest Relations Officer / Assistant Guest Relations Officer Administration Officer, Asia (contractor) Client Onboarding Specialist - Hong Kong Client Service Specialist | Multi-Family Office, Central | HK$30-40K

Central & Western District, Hong Kong SAR 17 hours ago

Associate / Senior Associate - Client Services Representative

Central & Western District, Hong Kong SAR 18 hours ago

CRIU Analyst (Client Review and Investigation)

Kowloon City District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
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Client Service Manager M/F

Crédit Agricole Group

Posted 4 days ago

Job Viewed

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Job Description

  • Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
  • Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
  • Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
  • Proactively monitor clients' account status and report for any irregularities;
  • Act as a key contact, both external and internal, for clients' daily operational enquiries;
  • Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
  • Complete all mandatory training as required to attain and maintain proficiency;
  • To manage meetings and travel arrangements of RMs;
  • To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
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Corporate Client Service, Senior Advisor

AIA Hong Kong and Macau

Posted 5 days ago

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Job Description

Join to apply for the Corporate Client Service, Senior Advisor role at AIA Hong Kong and Macau .

At AIA, we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to better people's lives and improve the communities and environments we live in. Our goal is to help a billion people live Healthier, Longer, Better Lives by 2030.

We seek ambitious individuals who believe in shaping this future, offering unmatched career and personal growth opportunities, and who want to learn from inspiring leaders.

About The Role

Ensure the team meets or exceeds compliance and customer service standards.

Responsibilities:

  • Customer Due Diligence/AML Assessment – Employee Benefits & Pension
  • Train and monitor/QA OSS AML Team on AML assessment/clearance handling
  • Ensure satisfactory performance of the OSS AML Team with minimal QA findings
  • Check and follow-up with Sales Team on AML documents from clients
  • Ensure collection of AML documentation for applicable products
  • Conduct Dow Jones checks on beneficial owners, directors, and authorized persons
  • Escalate hit cases for compliance comments and senior management approval
  • Properly file CDD documents/evidence and update logs

Administrative Procedure Review – Employee Benefits & Pension

  • Assist in reviewing documents and procedures to improve controls and efficiency
  • Identify errors or delays promptly, and implement corrective measures

Qualifications:

  • University graduate with at least 5 years AML handling experience, preferably with major insurers or banks
  • Self-motivated and customer-oriented
  • Good communication, interpersonal, and presentation skills
  • Organized with good time management
  • Proficient in PC skills
  • Fluent in both Chinese and English (spoken and written)

Others:

  • Relevant licenses required if involved in regulated activities

Build a career with us as we help our customers and community live healthier, longer, better lives.

You must provide all requested information, including Personal Data, to be considered. Incomplete submissions may affect the application outcome. Ensure your information is accurate and current.

Additional Details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Other
  • Industry: Insurance
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Associate, Client Service - Bahasa Speaker

Third Bridge Group Limited

Posted 5 days ago

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Job Description

5 days ago Be among the first 25 applicants

Company Overview

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,500+ employees located across twelve offices.

Company Overview

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,500+ employees located across twelve offices.

Job Description

Job Description

This role is part of our Client Services Team, within the Consulting vertical.

Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients.

What is Consulting?

Our consulting clients work on behalf of large companies (e.g. Fortune 500’s) or institutional investors and support them by doing deep dive research to provide guidance on their corporate strategy or investment decisions. The insights they get through our experts and content are the backbone of the recommendations they deliver to their clients.

Associate, Consulting Clients

As an Associate in our Consulting business, you’ll have opportunities to work with the top management consulting firms in the world. They will trust you for access to the most relevant experts and research content, which you are responsible for identifying and recommending to them throughout their project lifecycles. To do so you'll gather a unique set of stakeholder management skills that will help you deliver excellent results for both clients and experts. The projects can be complex, but the impact is meaningful - every day you will get to hear directly from your clients, experts and colleagues about the difference you have made.

The hats you will wear:

  • Problem solver: Consulting clients count on us for their research needs, it’s our job to execute on their requests for experts. In practice: you will search for relevant content and vet experts to support your clients at each stage of their research. They operate under very tight deadlines that we have to match with urgency, but not at the expense of quality.
  • Business driver: understanding excellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for. In practice: on every project, you will have an opportunity to drive performance by delivering on client requests. Each client and expert interaction is an opportunity to bring in revenue and build your book of business.
  • Player & coach: We operate as one team, both within your individual team and within the Consulting business at large. One day, you will be leading the charge, and another you’ll be supporting your peers. In practice: you will be asked to train and develop the people around you, both on your team and those you’re working with on client requests. You will also receive lots of hands-on training and coaching yourself. We foster a feedback-centric culture and value effective communication.
  • Researcher partner: Throughout their research, clients rely on us to think as an extension of their team. In practice: there will be times where we need to think outside the box and offer solutions that bridges their knowledge gaps, quickly. You’ll also need to occasionally go above and beyond to ensure a smooth partnership with your clients.

Discover More

Curious about our Consulting and Funds verticals? Check them out and decide which feels right for you. Focusing on an asset type allows our Associates to speak our clients’ language and intricately understand how they operate.

Qualifications

Areas that play to your strengths:

  • You must be able to deliver high-quality work on a deadline. You will be working on lots of active workstreams simultaneously, but that doesn’t scare you - in fact, it excites you, and you’re confident in your ability to multitask and remain organised. Private equity investors are under a lot of pressure to make decisions fast, but you stay calm and get things done. If at times your client asks you for help out of hours, or your expert is in a different time zone, you strive to support - your hours vary according to the client project you are involved in, but you prefer that to a routine job. There is no typical week as a Third Bridge Associate.
  • The Founder’s Mentality completely resonates with you, as this approach is part of our DNA. You’re an independent thinker who feels energised by the freedom Associates have to come up with the best solutions for their clients, because you’re endlessly curious and often question the way things are done. As long as you are eager to learn, we’ll provide you with the resources and coaching you need as you bring value to your clients and experts.
  • You’re a clear communicator who can create the right narrative to share your ideas with a wide range of people, such as introducing our products and services to new clients and experts. You find that conversations often lead to strong relationships with people because you easily connect. You always look for the most efficient way to get things done, rather than the path of least resistance - for example you pick up the phone to get an answer to your questions straight away, rather than send an email and wait for a reply. Cold calling doesn’t phase you - what matters to you is to get results, and fast.

Your attitude is to roll up your sleeves and you enjoy being in the thick of the action. It matters a great deal to you to understand how your performance ranks against your own potential and against others, so you continuously seek feedback to make sure you can be at the top of your game. One of your clients preferring a competitor over you is not an acceptable state of affairs for you - you’re relentless in getting the data points you need to adjust your approach until you are their number one. With the soft skills gained on the job (hard skills are getting displaced by machines), you aspire to a future as a high EQ business leader.

Additional Information

What our people love about being Associates in Consulting Clients Team:

  • Being surrounded by people they not only enjoy working with, but who also challenge and support them
  • Owning individual responsibilities to grow our business, while also being in a team-oriented environment and working closely with their peers.
  • Consultants truly lean on Third Bridge for their research, whether for strategy consulting or diligence work. Our clients are appreciative of and value our support and partnership.
  • Getting to dip their toes into every imaginable industry under the sun, and getting exposed to a variety of individuals with unique perspectives and backgrounds.
  • Building strong relationships both internally and externally create significant opportunities for professional development.
  • We win together as a team.

Thrive at Third Bridge!

The starting Associate pay places you in the top 30% of graduate salaries across industries, and it is complemented with an uncapped bonus commensurate with target achievement. You can expect clear performance goals and to be recognised for your contributions. After :2 years of strong results you could transition from being an individual contributor to managing your own team and P&L - a huge career milestone. Depending on your aspirations, you could also progress to a role in Sales, Product, or opportunities across our organisation.

We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits :

  • Visa Sponsorship available for qualified talents
  • Salary: competitive base salary of HKD 300,000 which increases upon performance milestone achievement (average timeframe is 12-14 months) plus an uncapped bonus
  • Vacation: 15 days (which increases to 20 days after 2 years of service)
  • Learning: personal development allowance of HKD 9,800 per year, which can be used for any learning programmes you feel would be beneficial for you
  • Health and wellbeing: private medical insurance, Modern Health to focus on mental health. Pension scheme.
  • Future and family: pension scheme and vitality private medical insurance
  • Flexibility: 2 annual volunteer days, 2 personal days, Work from Anywhere program, and flex days, offered at the company’s discretion and subject to annual review.
  • Social: weekly optional social gatherings, daily breakfast and snacks, social events

The successful candidate must, by the start of the employment, have permission to work in the country they are applying.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development

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