- Support department head to supervise the team to ensure high quality services to customer are delivered - Manage the team to support daily operations and coordinate with frontline on operation processing - Communicate closely with Legal & Compliance , Operation, Business Team etc in strict and timely adherence and adoption to policies on account opening / closure / AML / products- Handle the monthly statistics reports for the Centre- Review staff performance regularly and conduct coaching or counselling whenever required - Ensure the working procedures and workflow are in compliance with the internal / external guidelines- Handle complaint cases escalated from regulators (eg HKMA) - Liaise with relevant parties to conduct complaints investigation in accordance with the internal and external policies and regulations - UAT testing participations, prepare and offer internal training for any new service / product / system launch- Handle and follow up client’s enquiries ( inbound, outbound & email ) on daily financial transactions, account opening and general banking products in professional manner

- Resolve customer complaints via phone or in writing with courtesy and efficiency (Especially high risk cases e.g HKMA, Media)- Coordinate with internal and external parties to manage clients' opinions / complaints and respond in a timely manner- Handle complaint cases escalated from regulators (eg HKMA) - Liaise with relevant parties to conduct complaints investigation in accordance with the internal and external policies and regulations - Promote quality assurance best practice, organize compliance and quality assurance improvement training and activities to frontline staff- Coordinate with corresponding departments and customers in dealing with AML/FATCA/ORO issues - Perform AML/FATCA/ORO termination of account - Provide administrative support related to Operations such as Mis-transfer- Provide customer service through E-mail channel (Template drafting & Approval)

- Resolve customer complaints via phone or in writing with courtesy and efficiency- Coordinate with internal and external parties to manage clients' opinions / complaints and respond in a timely manner- Handle complaint cases escalated from regulators (eg HKMA) - Liaise with relevant parties to conduct complaints investigation in accordance with the internal and external policies and regulations- Coordinate with corresponding departments and customers in dealing with AML/FATCA/ORO issues- Perform AML/FATCA/ORO termination of account - Provide administrative support related to Operations such as Mis-transfer- Provide customer service through E-mail channel

- Supervise a small team of customer service representative, lead team members to handle, investigate and resolve customer’s complaints of cryptocurrency trading- Monitor trade matching, resolve discrepancies and ensure all instructions are executed timely and efficiently.- Provide training and coaching to subordinates and new team members in order to ensure company’s standard and service improvement- Handle customers’ feedback and complaints in a timely manner- Analyse customers' feedback and root causes of complaints, identify areas for improvement, and prepare reports and recommendations for enhancing service quality- Cooperate with different business units to provide excellent after-sales services- Ensure all processing transactions are complied with all relevant regulators and in-house policies.- Perform daily and monthly reporting timely and assist in ad hoc projects as assigned.- Responsible for transaction risks management to reduce operational loss.

- Answer calls from assigned service hotlines to provide quality service to customers.- Understand the need and resolve customers’ issues with professional advice/solution.- Handle customer’s phones and email inquiries and requests in a tactful and timely manner.- Perform the full range of customer service duties; provide customer service and assistance to customers; answering enquires by phone and email.- Handle complaints from customers, and report customer’s feedback to management team.- Manage weekly and monthly reports on customer service case.- Provide customer service training and update customer service materials (templates, workflow, guideline, FAQs) regularly- Establish good customer relationship by offering one-stop-shop service.

- Generate business by performing sales of personal loan products by telephone.- Maintain and develop relationships with potential and existing customers via telephone calls and emails.- Develop product and service knowledge to respond to customer queries.- Handle telemarketing activities to achieve business goals and targets.

- Deliver prepared sales talk to persuade potential customers as prospect.- Contact potential customers by telephone to make appointments for financial planners.

- Deliver prepared sales talk to persuade potential customers as prospect.- Contact potential customers by telephone to make appointments for financial planners.

- Deliver prepared sales talk to persuade potential customers as prospective one.- Prepare sound financial plans to the clients and ensure the goals are met with.- Advise clients on current financial issues and make recommendations to generate new business.

- Deliver prepared sales talk to persuade potential customers to purchase insurance- Contact businesses or private individuals by telephone to solicit sales for insurance

- Capture new client’s opportunities by cold calls and referrals as major source.- Provide financial solution suit to customer needs.- Provide professional financial advisory for customers.