Leo Cai Email & Phone Number

Shanghai, China

1.) Responsible for managing daily operations of Customer Service Dept. 2.) Responsible for implementation and execution of Customer service Dept policies and procedures.Ensure adjustments and updates according to company’s medium to long term business strategy and goals. 3.) Responsible for training and review on team members of the Customer services.

Shanghai City, China

• 1.) Mainly be responsible for the operation of customer service center, develop the standard, integrity and compliance of customer service department to insure the process to go smoothly.2.)To Collect customer service.
• Responding inquiries in terms of inbound calls, live chat and emails, filtering qualified leads, and feedbacking to Sales team by inputting leads info into CRM
• For premium demo account request, CS department is responsible of creating demo account info and feedback to the clients. Sales stage:
• Assisting Sales team by coordinating US back-office on application form issue to ensure the efficiency and accuracy of live account opening process. Post-sale stage:
• Answering clients’ questions regarding trading or policy.
• Assist to fill in different types of application form and upload to CRM for headquarter’s approval, meanwhile coordinating with Sales team for reporting the process of application and the feedback from the HQ.

Shanghai City, China

• According to Integral Corporation’s trading strategy, to accurately complete Account management dealer task
• To collect and summarize the system data every day, classify the information and deliver them to the target client
• To be responsible for the daily closing settlement, maintenance transaction record management and draft the investment report
• As a professional consultant, to communicate with client actively and learn about their personalized needs and to offer the entire finance advisory service and solve the potential problem

Shanghai, China

Instruments and Meters & Industrial Automation | WFOE | Company Size:1000-9999 | 4001-6000RMB/Month1. Hardware Support: Supported and assisted the customers’ concerns of product using by phone or on site 2. PLC and OMRON industrial products repair; Efficiently analysed the product failures during the process of production and using and then worked out the.