Senior Representative - Client Services (Nha Trang)
Hạn nộp hồ sơ: 10/10/2026 (Còn 26 ngày)
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Mô tả công việc
As the part of our team, you will welcome and assist walk-in clients and advisors at our service counter and over the phone, ensuring they receive timely and accurate support.
Major accountabilities
1. Deliver counter service and process client transactions accurately and professionally
Welcome clients and advisors at the service counter, identify basic service needs, provide guidance on required documents and process steps, and support the receipt of service requests in a professional and courteous manner.
2. Process routine client service transactions accurately
- Receive, check, and process routine client service transactions in accordance with established procedures and checklists, ensuring information is complete, documents are properly recorded, and requests are submitted within required turnaround time.
3. Support Client Care through phone and online service channels
- Provide client support through hotline and outbound calls, answer enquiries clearly and professionally, and process online transactions in line with approved procedures and service standards.
4. Ensure compliance and documentation accuracy in all transactions
- Verify client information and supporting documents, maintain accurate records, and ensure all transactions are processed in compliance with internal policies, audit requirements, and operational guidelines.
5. Coordinate branch operational support activities
- Work closely with the Office Management team and other internal stakeholders to support smooth office operations, report operational issues for timely resolution, and assist in branch activities as assigned.
Major accountabilities
1. Deliver counter service and process client transactions accurately and professionally
Welcome clients and advisors at the service counter, identify basic service needs, provide guidance on required documents and process steps, and support the receipt of service requests in a professional and courteous manner.
2. Process routine client service transactions accurately
- Receive, check, and process routine client service transactions in accordance with established procedures and checklists, ensuring information is complete, documents are properly recorded, and requests are submitted within required turnaround time.
3. Support Client Care through phone and online service channels
- Provide client support through hotline and outbound calls, answer enquiries clearly and professionally, and process online transactions in line with approved procedures and service standards.
4. Ensure compliance and documentation accuracy in all transactions
- Verify client information and supporting documents, maintain accurate records, and ensure all transactions are processed in compliance with internal policies, audit requirements, and operational guidelines.
5. Coordinate branch operational support activities
- Work closely with the Office Management team and other internal stakeholders to support smooth office operations, report operational issues for timely resolution, and assist in branch activities as assigned.
Yêu cầu
1. Specified Knowledge
- Service-oriented mindset
- Attention to detail and accuracy
- Good understanding of customer service or operations support work
- Ability to follow procedures and checklists carefully
- Good communication and teamwork skills
- Ability to handle multiple tasks in a fast-paced environment
- Basic computer skills, including Microsoft Word and Excel
- Basic English communication skills are an advantage
2. Problem Solving
- The role mainly deals with routine and recurring service requests that are guided by established procedures. The job holder is expected to identify missing information, check document completeness, and handle standard cases carefully and accurately.
- When issues fall outside standard procedures, such as incomplete documents, unclear requests, or system-related problems, the job holder should seek guidance and escalate to the supervisor or relevant support team. The role requires careful judgment in applying procedures rather than independent decision-making on complex cases.
3. Education and Experience
- College/University graduate.
- At least 1 year of experience in client service, customer service, administration or operations support
- Experience in financial services, insurance, or banking is preferred
- Service-oriented mindset
- Attention to detail and accuracy
- Good understanding of customer service or operations support work
- Ability to follow procedures and checklists carefully
- Good communication and teamwork skills
- Ability to handle multiple tasks in a fast-paced environment
- Basic computer skills, including Microsoft Word and Excel
- Basic English communication skills are an advantage
2. Problem Solving
- The role mainly deals with routine and recurring service requests that are guided by established procedures. The job holder is expected to identify missing information, check document completeness, and handle standard cases carefully and accurately.
- When issues fall outside standard procedures, such as incomplete documents, unclear requests, or system-related problems, the job holder should seek guidance and escalate to the supervisor or relevant support team. The role requires careful judgment in applying procedures rather than independent decision-making on complex cases.
3. Education and Experience
- College/University graduate.
- At least 1 year of experience in client service, customer service, administration or operations support
- Experience in financial services, insurance, or banking is preferred
Quyền lợi
Chăm sóc sức khoẻ
Group insurance for you and your family
Nghỉ phép có lương
Fully paid annual leave days and company holidays to rest, recharge, and maintain a healthy work-life balance.
Đào tạo
Invest in your career growth by sponsoring professional training programs, skill workshops, and leadership development courses.
Xem thêm
Group insurance for you and your family
Nghỉ phép có lương
Fully paid annual leave days and company holidays to rest, recharge, and maintain a healthy work-life balance.
Đào tạo
Invest in your career growth by sponsoring professional training programs, skill workshops, and leadership development courses.
Xem thêm
Thông tin khác
NGÀY ĐĂNG
10/09/2026
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Dịch Vụ Hỗ Trợ Khách Hàng
KỸ NĂNG
Contract Processing, Quality Verification, Procedure And Checklist Adherence, Communication skills, Customer Service
LĨNH VỰC
Bảo hiểm
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
1
QUỐC TỊCH
Người Việt Nam
Xem thêm
10/09/2026
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Dịch Vụ Hỗ Trợ Khách Hàng
KỸ NĂNG
Contract Processing, Quality Verification, Procedure And Checklist Adherence, Communication skills, Customer Service
LĨNH VỰC
Bảo hiểm
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
1
QUỐC TỊCH
Người Việt Nam
Xem thêm
Thông tin chung
- Thu nhập: Thương lượng
Nơi làm việc
- Nha Trang
Việc làm tương tự khác
Ngân hàng TMCP Việt Nam Thịnh Vượng - VPBank
Khánh Hòa, Lâm Đồng, Thừa Thiên Huế
Cạnh tranh
Công ty Cổ phần Công nghệ EupFin Việt Nam
Hải Phòng, Hải Dương, Khánh Hòa, Nghệ An
10 - 25 triệu
Anh văn hội Việt Mỹ VUS Miền Bắc
Hồ Chí Minh, Đà Nẵng, Bà Rịa - Vũng Tàu, Bình Dương, Đắk Lắk, Đồng Nai, Gia Lai, Khánh Hòa, Kiên Giang, Tây Ninh, Tiền Giang
Thỏa thuận
Công Ty Cổ Phần Thành Thành Công - Biên Hòa
Khánh Hòa
Cạnh tranh
Ngân hàng TMCP Hàng Hải Việt Nam (MSB)
Đà Nẵng, Khánh Hòa, Nghệ An
Thỏa thuận
CÔNG TY TNHH ĐẦU TƯ XÂY DỰNG DACINCO
Khánh Hòa
28 triệu - 30 triệu
SUN LIFE VIETNAM (SUN LIFE)
Xem trang công ty- Địa chỉ công ty: 29th Floor, Vietcombank Tower, 5 Melinh Square, Ben Nghe Ward, District 1, HCMC
- Lĩnh vực: Bảo hiểm/ Tư vấn bảo hiểm
Thông tin công việc
Vị trí:
Nhân viên
Hình thức làm việc:
Toàn thời gian
Việc làm tương tự
Nhân Viên Thiết Kế Nội Thất- Làm Việc Tại Nha Trang
CÔNG TY TNHH XÂY DỰNG, THƯƠNG MẠI VÀ TRANG TRÍ NỘI THẤT ĐÔNG TRÚC
Khánh Hòa
12 - 16 triệu VNĐ
Chuyên Viên Phát Triển Khách Hàng Cá Nhân - MRBN - RB - MSB
Ngân hàng TMCP Hàng Hải Việt Nam (MSB)
Đà Nẵng, Khánh Hòa, Thừa Thiên Huế
Thỏa thuận
Nhân Viên Kế Toán Công Trường
CÔNG TY TNHH THƯƠNG MẠI VÀ XÂY DỰNG SJC
Bà Rịa - Vũng Tàu, Khánh Hòa, Lâm Đồng
Thương lượng
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