Customer Service Officer

Job Responsibilities:
Assist in business development activities, client management, and strategic initiatives.
Support the establishment, maintenance, and regular updating of client profiles and business records.
Assist with client onboarding, documentation, information collection, and ongoing relationship management.
Coordinate and communicate with clients and overseas financial institutions to facilitate business-related matters.
Follow up on client requests, business opportunities, and ongoing projects under the direction of the CRO.
Facilitate cross-border communication and coordination with international clients and financial institutions.
Prepare business development materials, reports, presentations, meeting documents, and other related materials.
Maintain accurate and up-to-date client and business development records.
Provide administrative and operational support to the CRO as needed.

Qualifications:
Master’s degree or above in Business Administration, Finance, Economics, International Business, or a related field.
At least 5 years of relevant work experience in business development, financial services, client relationship management, account management, or a related field.
Fluent in Mandarin Chinese, English, and Taiwanese, with strong verbal communication skills.
Strong communication, interpersonal, and coordination skills, with the ability to communicate effectively with clients and overseas financial institutions.
Excellent organizational skills and strong attention to detail.
Proficient in Microsoft Office, particularly Excel and PowerPoint.
Experience working with overseas clients or financial institutions is highly preferred.
Proactive, reliable, and detail-oriented, with the ability to manage multiple priorities in a fast-paced international environment.
Strong follow-up skills and the ability to work independently while supporting senior management.