Officer/Sr Officer, Client Service Delivery

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can ma

Sun Life Financial, Inc. - Hong Kong - Full time

Salary: Competitive

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job Description

The role supports the counter-service at an in-person client service centre, focuses on providing knowledgeable advice and quality service complying to company's regulatory and service standards, and enhancing the overall client journey.

  • Support the walk-in counter service by providing professional, efficient, and client-centric service experience to customers and insurance agents
  • Handle enquiries related to insurance and financial service products & operation process with a client-centric mindset, addressing enquiries with accurate & clarity advice.
  • Ensure adherence to the company service standard to provide a consistent and positive client experience

Ideal Candidates
  • Client-centric mind-set with strong client servicing & interpersonal skills
  • Excellent communication skills in spoken and written English and Chinese
  • Experiences in providing professional client services at face-to-face setting
  • Ability to handle client enquiries confidently and calmly manner
  • Competent PC skills, including Word, Excel, and basic systems usage

Qualifications
  • HKDSE/HKCEE or above
  • Mandatory IA license (Paper 1, 3 & 5)
  • 3-5 years of client service experience, preferably in insurance or financial services
  • Prior experience in counter service or face-to-face client handling is an advantage

Job Category:
Customer Service / Operations

Posting End Date:
06/03/2026
23800587
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