新西兰奥克兰CBD金融公司招Customer Services Representative


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About the role



To assist the remittance business maketransactions through:



1.       Delivering a client-focused customerservice experience



2.       Assisting sales team / complianceteam to acquired customer information for compliance purposes.



Key Accountabilities



Account Opening



·  Strictly follow compliance procedures and gather allrequired & valid customer information /documents needed for account opening



·  Always pay attention to details and strictly adhered toall compliance policy and procedures for account opening



·  Open account for customers who meet the compliancerequirement



Process Transactions



·  Make an assessment on AML/CFT risk through questioning orother circumstances



·  Coordinate account details with accounts department



·  Update all status in system



Inquiry Response



·  Maintain the daily operations of IE Money Wechat CustomerService Account including  reply any wechat messages from existing /potential clients



·  Handle all incoming calls, emails and walk-in customerswith remittance queries



·  Accurately identify and assess customers’ needs to achievesatisfaction



Communication



· Provideaccurate, valid and complete information about company products & servicesto potential and existing clients



· Buildsustainable relationships and trust with customer through open and interactivecommunication



· Communicate/ coordinate with clients to acquire all information / documents required forcompliance purposes



Record Keeping / Archiving



·  Keep accurate records and document customer service actions anddiscussions



·  Ensure all confidential client information / relevant records &documents are up to date and archive properly for compliance and auditingpurposes.



·  Ensure both physical and electronic copies of client relevant documentsor records are stored in a secured and systematic manner.



·  Ensure all sensitive or confidential client information / relevantdocuments need to be disposed of.



Assisting the Sales Team



· Provideany support the sales team needs to secure client transactions, including butnot limited to opening accounts for them, communicating with clients for them,providing them with up to date information.



· Ensure aclose cooperation with the sales team, to deliver a smooth, seamless customerservices experience.


How to apply

The ability to speak and write both English and Mandarin fluently A valid NZ Work Visa, NZ Residency or NZ Citizenship. Please attach a cover letter outlining your skills, salary expectations and availability,send to [email protected]

NOTE: Although we welcome overseas queries, applicants must have a valid NZ Work Visa or NZ Residency or NZ Citizenship to be considered for this role. Applicants without the above may not get responded to






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Please attach a cover letter outlining your skills, salary expectations and availability,send to [email protected]

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