Client Servicing Marketing Specialist HKSI License 1 MNC bank
The Company
A well-established insurance company is urgently looking for a Client Servicing Marketing Specialist initially on a 9 months contract to permanent basis.
The Role
- Monitor client invoices to ensure all expected invoices are received and loaded, track and report on missing invoices
- Validate invoices variances, work with the support organization to reconcile invalid invoices as needed
- Analyze carrier billing data to perform optimizations on client's accounts
- Generate recommendations to the client to drive cost savings in their environment
- Monitor and track savings based off of optimization initiatives and build presentations to show our value to the client
- Produce AP/GL files based on customer specifications
- Reconcile new inventory
- Maintain the highest quality customer service standards and attitude
- Communicate in a professional and businesslike manner to entire organization as an advocate for the client
- Identify opportunities for process improvement; work with team members to define and implement best practices
- Define and propose software system improvements based on clients business requirements and processes
- Working with cross functional teams, develop and enforce clear processes and procedures
- Provide support to the executive management team on presentations, ad-hoc analysis, and other strategic initiatives such as marketing
Your Profile
- HKSI License 1 a must to be considered
- Bachelor's degree
- 5+ years in compliance and/or operations in financial services
- Strong knowledge of experience with client servicing and marketing in a bank setting
- Must speak fluent Cantonese and English
- Immediately available is highly preferred and will be considered first
Apply Today
To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.
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