Description
We are seeking a motivated and results-orientedAccout Manager / Client Service Manager to join our team. The ideal candidate will be responsible for serving assigned clients, identifying their needs, and providingservices andsolutions. This role requires strong communication skills and the ability to manage client relationships effectively.
Responsibilities
- Serve assigned clients by identifying their needs through phone calls and other communication channels, effectively assisting them witha/c opening,fund deposits, and improving the conversion rate of active accounts.
- Upon clients request, introduce the company's overseasfinancial services and products, including Hong Kong and U.S. stocks, derivatives, andmutual funds, etc.
- Assist in providing clients with market investment consultations and information services, managing client relationships, andresolving issues related to trading or deposits.
- Maintain and strengthen client relationships to foster long-term engagement and satisfaction.
Skills and Qualifications
- Bachelor's degree or higher, preferably in finance / economics / Business / Market Studies or Business Administration are welcome.
- Experience in the finance and securities industry, internet operations and sales, new media client maintenance, channel client conversion, or online sales operations is preferred.
- Results-oriented with a strong sense of goals; responsible for sales performance and client retention.
- Strong communication skills, teamwork spirit, and the ability to work under pressure.
