Client Services Officer/Specialist, Hong Kong WPI Client Services Officer/Specialist, Hong Kong WPI …

Fidelity International
in Hong Kong
Permanent, Full time
Last application, 10 May 21
Negotiable
Fidelity International
in Hong Kong
Permanent, Full time
Last application, 10 May 21
Negotiable
Fidelity International
As a core member of the Fidelity Workplace & Personal Investing Client Services team, the role will handle client enquiries, complaints as well as participate actively in the overall development of CRM build out towards providing a world-class client experience.

Department Description

The Workplace and Personal Investing Business strives to provide industry-leading service to employers and individuals through retirement schemes and personal savings. Fidelity has served HK ORSO schemes since 1988 and we extended our retirement product offerings to cover MPF in 2000. Today we are the largest investment manager of ORSO member choice defined contribution schemes in HK and among the top MPF providers by assets under management with 400k member accounts. Fidelity also offers a comprehensive fund range to individual investors which allows for flexibility, diversification and investor choice. This is supported by a robust funds platform service offering with over 180+ in-house Fidelity and 3rd party funds via the FundsNetworkTM to individual investors.

Purpose of your role

As a core member of the Fidelity Workplace & Personal Investing Client Services team, the role will handle client enquiries, complaints as well as participate actively in the overall development of CRM build out towards providing a world-class client experience.

Key Responsibilities

  • Handle client queries and complaints, including investigation
  • Assist team head/lead to identify and develop requirements for current and future client servicing model
  • Leverage available data and analytics from various sources (e.g. operations, systems, customer feedback) to generate insights on customer behaviours and improvement opportunities
  • Lead, raise ideas and participate in projects and new initiatives
  • Perform User Acceptance Test / Health-check for system and applications upgrades
  • Perform quality assurance on client services and tasks
  • Other tasks or duties assigned by the line managers

Experience and Qualifications Required

  • University graduate in business, finance, economics or a related discipline
  • Solid experience in client services within banking/fund management industry. Experience in data analysis and reporting, and project management is highly desirable
  • Excellent communication skills both written and oral in English and Chinese (Cantonese and Mandarin)
  • Registration with SFC and MPFA is a plus
  • Familiar with Microsoft Office applications such as Excel, Powerpoint and Word
  • Ability to work on multiple tasks/priorities with a strong client service focus
  • Open-mindedness & positive attitude to work
  • Strong problem-solving skills, can work independently and in a team setting
  • Can conduct himself/herself in a professional manner
  • Strong advocate of Fidelity's values
  • Candidate with less experience will be considered as Officer
Company Overview

Great minds, better together.

Fidelity International is an equal opportunities employer and is commited to a policy of treating all its employees and job applications equally.

Fidelity International logo
More Jobs Like This
See more jobs
Close
Loading...
Loading...