Client Service Officer/客服专员
申展（上海）商务信息咨询有限公司
- 公司规模：少于50人
- 公司性质：外资（欧美）
- 公司行业：专业服务(咨询、人力资源、财会)
职位信息
- 发布日期：2017-11-07
- 工作地点：上海-静安区
- 工作经验：2年经验
- 学历要求：本科
- 语言要求：英语熟练 普通话熟练
- 职位月薪：7-8千/月
- 职位类别：客服专员/助理
职位描述
职位描述：
Client Services Officer is a member of St. James's Place Client Services Team, who is supporting with St. James's Place business processing and assist partners/advisers with business paperwork OR business related. Client Services Officer, will work quite closely with Shanghai partners/advisers who comes from Europe/Australia/America & head office(UK) Admin Center & 3rd Party financial Institutions based in HK/Europe. The main content will be business processing through St. James's Place online system.
1. Processing St. James's Place New Business & follow up until bond in force
2. Dealing with St. James's Place Policy Servicing
3. Dealing with 3rd Party Financial Institutions' Policy Servicing
4.Support SH Partners/Advisers with business process/replacement/pre-approval uploading
5.Maintain systems Salesforce/NAV/Share Point/Swift/Linkplus and any other 3rd Party online sysetm
6.Keep CS Process/Guideline up-to-date regularly
7.Maintain business related reports and deliver to relevant departments weekly/monthly/quarterly
8.Providing Partner with Admin Support if required
Client Services Officer is a member of St. James's Place Client Services Team, who is supporting with St. James's Place business processing and assist partners/advisers with business paperwork OR business related. Client Services Officer, will work quite closely with Shanghai partners/advisers who comes from Europe/Australia/America & head office(UK) Admin Center & 3rd Party financial Institutions based in HK/Europe. The main content will be business processing through St. James's Place online system.
1. Processing St. James's Place New Business & follow up until bond in force
2. Dealing with St. James's Place Policy Servicing
3. Dealing with 3rd Party Financial Institutions' Policy Servicing
4.Support SH Partners/Advisers with business process/replacement/pre-approval uploading
5.Maintain systems Salesforce/NAV/Share Point/Swift/Linkplus and any other 3rd Party online sysetm
6.Keep CS Process/Guideline up-to-date regularly
7.Maintain business related reports and deliver to relevant departments weekly/monthly/quarterly
8.Providing Partner with Admin Support if required
职能类别： 客服专员/助理
关键字： 投资操作员 客户服务 Client Service Officer 英文沟通 Level6
公司介绍
英国FTSE100企业，在亚洲有上海、中国香港、新加坡分支。 上海分支成立于2011年，主要服务中国大陆的高净值外籍个人的投资咨询、商务咨询等。
联系方式
- 公司地址：上海市静安区康定路358号9幢101、102单元