OVERVIEW

We are seeking a motivated and detail-oriented Phone Representative to join our dynamic team. In this role, you will be the first point of contact for our clients, providing exceptional service and support in the financial services sector. Your ability to communicate effectively and handle inquiries with professionalism will be key to ensuring client satisfaction and loyalty.

EXPERIENCE

• Previous experience in a customer service role, preferably within the financial services industry, is highly desirable.
• Strong mathematical skills with the ability to perform basic calculations accurately.
• Excellent verbal communication skills, with a focus on clarity and professionalism.
• Ability to work independently as well as part of a team in a fast-paced environment.
• Proficiency in using computer systems and software for data entry and client management. Join us as we strive to provide outstanding service to our clients while fostering a supportive work environment for our team members.
• Speak fluent English, Cantonese and Mandarin
  Job Type: Full-time
  Pay: $20.00-$21.00 per hour

Language:

• English (preferred)

Work Location: In perso

• Answer incoming calls from clients, addressing their inquiries regarding financial services and products.
• Provide accurate information and guidance to clients, utilizing basic math skills to assist with calculations or clarifications.
• Document client interactions in our system, ensuring all information is recorded accurately for future reference.
• Collaborate with team members to resolve complex issues and improve service delivery.
• Maintain a high level of professionalism and confidentiality while handling sensitive financial information.
• Participate in ongoing training sessions to enhance product knowledge and customer service skills.