Client Service, Macau Corporate Clients, Senior Analyst

Macao·Macausenior

OtherClient Service

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Quick Summary

Key Responsibilities

1. Operations & Customer Service Support (60%) Execute end-to-end case handling and follow-up activities in accordance with regulatory

Technical Tools

OtherClient Service

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

About the Role

~1 min read

Provide service and administration support to Corporate Clients (CC) businesses, including Macau Non-Mandatory Central Provident Fund (CPF), Private Pension Fund (PPF) and Corporate Solution Businesses to Macau agency and other distribution channels to strive for customer-centricity and operational efficiency.

This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey—both directly and indirectly.

Responsibilities

~1 min read

→Assist in preparing basic reports or case summaries as required;
→Perform any other duties as assigned.

Execute end-to-end case handling and follow-up activities in accordance with regulatory requirements;
Ensure completeness and accuracy of case documentation and records;
Support the counter service by delivering excellent customer service through accurate and timely case handling;
Provide operational and administrative support for the assigned portfolio;
Monitor assigned cases to ensure adherence to regulatory and service timelines;
Identify incomplete, delayed, or incorrect cases and escalate to supervisor where required;
Perform timely follow-ups, including recurring chasers, to ensure cases are properly resolved;
Maintain effective communication with clients/ agency to facilitate information collection and issue resolution;
Support client engagement activities such as briefings and service communications when required.

Work collaboratively with team members to meet operational targets;
Follow guidance from supervisors and escalate issues promptly for timely follow up;
Support team initiatives and contribute to process improvements.

Requirements

~1 min read

University graduate, preferably in Business Administration/ Marketing/ Finance/ Economics;
3~4 years’ experience in financial institutions or employee benefits related areas;
Experience in distribution support or customer service is preferred;
Good interpersonal, communication and presentation skills;
Good time management, problem solving and organizing skills;
Administration knowledge in responsible areas;
Proficient in both written and spoken English and Chinese. Mandarin is an advantage;
PC knowledge and Chinese input is a must.
The incumbent is required to obtain relevant license if the job involves in regulated activities.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.