<Job Duties>
香港系の投資顧問機関（IFA)のジャパンデスクにてカスタマーサービス人材を募集しております。
職務内容
・電話やメールによる取扱い金融商品の情報提供、説明
・日本顧客からの問い合わせ対応（主にメール）
・書類チェック、修正、改正
・資産運用マネージャーのアシスト
・その他関連業務
We are looking for customer service personnel at the Japan desk of a Hong Kong investment advisory organization (IFA).
Job Description
・Provision of information and explanations of financial products handled by telephone and e-mail
・Responding to inquiries from Japan customers (mainly by e-mail)
・Document checking, correction, revision
・Assist of asset management managers
・Other related duties
応募条件
募集要項
・大卒以上
・基本的なビジネスマナー、電話対応
・日本語（特にメール、書くことが中心）、英語が堪能な方
・入社後に保険の資格を取って頂ける方（IIQE paper1,3)
・日本での留学経験や就業経験があれば尚好
・香港で就業可能なビザをお持ちの方
Application Guidelines
・Bachelor's degree or above
・Basic business manners, email and phone response
・Fluent in Japanese (especially e-mail and writing) and English
・Can obtain insurance qualifications after joining the company (IIQE paper1, 3)
・ Experience of study abroad or work experience in Japan is preferable.
・ Eligible visa holder to work in Hong Kong
<Job Responsibilities> • Manage a team of Client Success representatives' daily operations by providing mentoring, training, and performance feedback • Oversee account openings, KYC processes, remittances, and cash management to ensure smooth functions • Plan and execute promotional campaigns and instruct the team to upsell and cross-sell clients • Apply your expertise to resolve complex issues and interpret policies for optimal customer service • Ensure compliance by updating policies and regulatory requirements • Communicate with the IT Engineer team on a regular basis to enhance user experience • Report to the JPHQ • クライアントサクセスチームの日常業務を管理 • 口座開設、顧客確認（KYC）プロセス、送金、現金管理を監督し、円滑な業務運営を確保 • プロモーションキャンペーンを企画・実行 • 専門知識を活かして複雑な問題を解決し、最適な顧客サービスのためにポリシーを解釈 • ポリシーと規制要件を更新し、コンプライアンスを確保 • User eXperience（ユーザーエクスペリエンス）を向上させるため、ITエンジニアチームと定期的にコミュニケーション • JPHQに報告 <Necessary Skill / Experience > • Bachelor’s degree in Business Administration or related fields • At least 5 years of account operations and management experience in the banking/finance industry • Fluent/Native Japanese speaker with conversational English skill • Proficient in MS Office • Visa Sponsorship will be provided • 大卒以上 • 銀行／金融業界経験5年以上 • 日本語：流暢・ネイティブレベル、英語：日常会話レベル • MS Officeに精通 • ビザスポンサーシップをあり IT company established in Hong Kong. Creating IT platform for Banking & Financial Industry.
Search and identify potential candidates through different channels Work closely with team consultants to expand candidate pool, verify and update candidate information to database Interview and assess candidates base on client’s requirements by conducting interviews Other ad-hoc duties as assigned Bachelor's degree or above Quick Learner, Positive and enthusiastic attitude Able to work well to sales targets and in high pressure environment Fluent in English and Mandarin, Japanese speaking is an advantage Good as a team player and multi-tasking Immediately available candidate is highly preferred
