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Assistant Officer, Client Services

Job Responsibilities

  • Handle general enquiries and services to both clients & frontline colleagues in Insurance/Wealth Management business
  • Responsible for the process of applications & documents submission to insurance companies and subsequent follow up
  • Process revenue data management and generate sales & revenue reports for business review
  • Prepare valuation & commission report, handle complaints/policy owners’ requests and update clients’ personal profile
  • Perform client communication such as call survey, E-client services and market commentary etc.
  • Handle ad hoc projects assigned by supervisor


Job Requirements

  • Higher holder or above in Business Administration or other related disciplines
  • 1 year relevant experience from insurance/wealth management industry will be an advantage
  • Being knowledgeable in insurance operations is highly desirable
  • Good written and spoken communication skill in English and Mandarin
  • Detail-minded, figure sensitive and teamwork-oriented
  • Fresh graduates are also welcome

 

Please apply in confidence with full resume, current and expected salary to the Human Resources Department, CASH Financial Services Group Limited, 22/F., Manhattan Place, 23 Wang Tai Road, Kowloon Bay or email to "[email protected]"

The information provided will be used for selection purposes only. All information about unsuccessful applicants will be destroyed within six months.

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僱主:時富金融服務集團有限公司
刊登日期:May 18 2022
行業:保險
薪金:面議
工作地點:觀塘
聘用形式:全職
職位編號: 

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