Our Customer Contact Center dedicates to provide quality customer services to members as to support their investment and retirement needs. As the Customer Service Officer, you will be responsible for inbound & outbound calls within a call centre environment and handle customer inquiries through electronic means.   Other responsibilities include: - Handle walk-in customers occasionally; - Maintain accurate records and complete documentation of customer contact centre functions; - Assist in preparing relevant materials in response to client enquiry and requests and provide administrative support to other team within the departments in a professional manner; - Perform other job-related duties and special projects as required.

We are looking for part-time to support our Pension Operations team. You will provide clerical support to the team including but not limited to data input, filing, quality checking, and etc.   Key responsibilities include: - Focus in data cleansing in internal systems e.g. finding and fixing inaccurate data - Perform data checking, ensure the data is updated and accurate - May need to contact customer to follow up on missing documents or information, and support other ad-hoc assignments when required

Be part of our Mutual Fund Sales team, this is a prefect role for client services professional in wealth management & insurance industry with a mind to grow your sales career.     Reporting to Managing Director of Mutual Fund Sales and Distribution, you will assist in DCIO sales primarily as well as bank retail sales to deliver client services for APIF platforms, insurance and banks in Hong Kong.  In Principal, our product coverage includes UCIT, APIF and Hong Kong domiciled funds to be distributed through MPF fund platform, CIES scheme and Wealth Management Connect (WMC) scheme.     Key Responsibilities and Success factors: - Providing client services and managing client reporting process for DCIO clients - Working with investment specialist team to develop pitch book and conducting regular fund performance analysis and preparing ad hoc sales materials - Providing support in product training sales for distribution partners and business development initiatives as assigned.  

We are looking for Officer, Pension Operations (Contract) to join our team. You will participate in pension operations process and handle daily administration of retirement schemes and perform customer service related activities.    Key responsibilities include: - Process and perform checking on daily administration including member enrollments, contributions, terminations, and group changes, etc. in accordance with the approved company procedures, policies and local ordinance and regulations - Maintain accurate records and thorough documentation - Perform follow up with clients via phone call, letters, emails etc. - Perform other job related duties or special projects as required