Hong Kong Customer Success Specialist

Hong Kong Customer Success Specialist

Who are we?

If you know someone who runs their own stock portfolio, then there's a good chance that they use our insightful investing analysis to help make their decisions! We have been successfully supporting investment decisions through innovation since 1999. Our award-winning fintech products, trusted by 300 of the world's leading brands and 100 million end users, combine Patented Software, Artificial Intelligence and Human Expertise.

 With offices in New York, London, Paris, Hong Kong, Shanghai, Cyprus, Sydney and Ottawa, we are truly a global team with an entrepreneurial startup company culture. Here at Trading Central, you get the opportunity to become familiar with the entire team and to see your projects through from concept to completion. We’re proud to create a friendly, social and intellectually challenging environment focused on building collaborative teams and personal career growth. We build personalized career paths for each employee and give you the tools, education, and opportunities to succeed.

Our work environment is fast paced and team oriented, encouraging creative problem solving, customer focus and a passion to advance your craft. We connect across our global offices every day to deliver on our mission to empower today’s investors with actionable, insightful analytics. This journey is filled with learning opportunities and challenges, which are balanced with an international friendly atmosphere and work-life balance.

Who are you?

If you are pro-active and have a ‘can do’ attitude/ outstanding problem-solving skills (seeing challenges not problems), thinking outside the box, and you are interested in financial services environment or the financial markets, then you will likely be a good fit in our team.

Main requirements:

• A customer service profile with a strong commitment to providing value-added services to demanding, high profile customers
• Passionate about building and maintaining customer relationships with decision makers
• Ideally 2-3 years of experience with equity broker, bank or financial services vendor, such as newswires, market data and independent research
• A post-secondary education in a relevant field (Business, Financial degree or similar)
• Excellent communication and presentation skills, both written & verbal
• Technical understanding would be a plus
• Monthly business travel is required (to mainland China)
• Able to work within the company group’s requirements and regional team
• Excellent time management, organizational and prioritising skills
• Proficiency in Mandarin (native speaker preferred) and in Cantonese, fluent in English, written and oral.
• Based in Hong Kong

What will we do together?

You will join our Customer Success Team to handle incoming and outgoing communication from our clients in the region.

 Your main responsibilities will be:

• Engage proactively with our clients on a regular basis to improve the relationship and expand our network
• On-board and support your clients throughout their client journey
• Managing product campaigns to provide new ideas and solutions to our clients
• Engage with customers providing confidence in our solutions and enhance continued customer loyalty
• Maintaining and updating client records in our CRM systems
• Assisting clients and escalate their queries to the relevant departments

Ready to apply?

We thank all applicants; however only those selected for an interview will be contacted. Trading Central is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience.