「基金客服主管」的相似工作

1. Call in- CRM客戶管理 2. Call out- 客戶問題反饋 3. FB、LINE 客戶問題回覆（留言、一對一） 4. 智能客服知識庫建置 5. 客服系統建置協作 其他條件 1.具投信投顧業務員證照 2.個性活潑及反應敏捷、善溝通且具服務熱忱 3.細心負責、積極、學習能力佳，具團隊合作精神 4.歡迎熱愛金融業的社會新鮮人士。

1.合作通路(KOL、KOC、B2B)渠道開發 2.通路渠道發文內容、活動企劃研擬 3.企業團開活動規劃 4.重要VIP客群經營 5.協助客戶證券資產之配置 6.客戶申訴處理 7.系統操作異常通報 8.金融商品諮詢與推廣

1. 客服專線接聽，傾聽並協助客戶解決問題。 2. 現場客戶接待及服務。 3. 客服電話回覆及特殊案件外撥服務。 4. 客服團隊行政庶務處理。 5. 跨部門溝通協調及專案執行 6. 其他主管交辦事項

1. 客戶開戶相關作業 2. 客戶資料變更相關作業 3. 開戶及資料變更相關電話聯繫 4. 洗錢防制相關作業 5. 基金交易相關作業 6. 跨部門溝通協調及專案執行 7. 其他主管交辦事項

1.帶領台股交易團隊執行台股人工接單作業與客戶關係維護。 2.督導與執行每日交割、違約處理、業績與帳務相關作業與報表，確保交易正確、交割無誤。 3.系統監控與測試，交易異常狀況並即時處理。 4.配合法令遵循與內控單位完成查核、報告與風險控管。 5.管理組內人員排班與教育訓練，提升作業品質與效率。 6.跨部門溝通協調，處理客訴或交易異常。 7.支援複委託業務、營運相關專案與其他主管交辦事項 【口袋證券】 比你還在乎你的口袋 口袋證券以服務數位原生投資人為主，提供年輕族群方便、安全且省時的交易平台，該平台不僅具備AI選股系統，且包含豐富的市場資訊，以及簡單快捷的下單服務、庫存分析等，並透過安全、穩定、可靠的交易和結算交割服務，協助年輕投資人做好投資計劃。 為了給予年輕投資人更佳的投資服務，口袋證券結合策略夥伴CMoney，藉由其累積的700萬名投資理財用戶的數據資料，以及20年的技術經驗，運用數據與工具，包含籌碼動向、關鍵分點進出圖、AI判多空等，來輔助投資人制定正確決策。 不僅提供友善的交易平台，口袋證券在合乎法規且保護用戶安全的基礎上，將持續以創新精神，讓投資人只要用1個App，就能完成分析、選股、下單的步驟，讓投資一氣呵成，致力創造台灣證券市場的新面貌。

本公司是CMoney全曜財經投資之證券投資顧問公司，為積極擴展業務，歡迎有以下相關經驗的先進加入本公司的行列。 1. 負責全權委託證券交易及一般股票交易操作 2. 交易策略研究與開發 3. 遵循風險控管與相關法令規範 4. 具交易下單軟體使用經驗者尤佳

1.公司會計各式帳務 2.稅務相關帳務 3.費用審核及請款作業 4.人員招募與人資工作 5.主管交辦事宜 我們希望你： ★有2年以上人資及會計經驗 ★熟 Office、會溝通、做事有條理 ★加分：熟勞基法／投顧產業規範更棒！

國泰證券敦南分公司，在台股市場已創造多項第一 1、首家全數位化經營據點 2、客戶數全國第一名 如果您是具備各項後台專業的好手，歡迎來挑戰!! 職務說明： 1、各項款券帳務作業 2、協助數位化推動，提升作業效率 3、配合公司各項數位專案推動

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. People responsibility: N Report to: VP, Investment Support Lead Job Contents: - 報表彙整與管理 - 熟悉財金相關系統操作如Bloomberg, CMoney等 - 熟悉投信法規 - 擅長跨部門協調溝通 - 具備財金投資相關專業知識

Job Summary: Covers operations and related activities. Provides operational support to the asset management business and/or products. Provides post-sale technical customer service to business or end-consumer customers via phone, online chat, or text including: Responding to a high volume of low complexity technical inquiries (e.g., equipment or software installation/activation/troubleshooting, providing technical product specifications & information on compatibility with other products, etc.). Providing responses to customer inquiries based on pre-determined scripts and other response guidance tools. Recommending alternative products or services (e.g., warranties) as part of customer issue resolution. Perform AML/KYC monitoring. Who we are: With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. To support effective management of Transfer Agency (TA) operations, with a primary focus in client servicing and ensuring compliance with Anti-Money Laundering (AML) regulations. This role is responsible for maintaining service excellence, implementing company policies, and supporting risk mitigation efforts. Key Responsibilities / Duties: Perform daily TA operational tasks accurately and efficiently. Support the implementation of TA team objectives, policies, and procedures. Deliver high-quality service to clients and respond to inquiries in a timely manner. Ensure adherence to AML policies and procedures, including transaction monitoring and client due diligence. Adhere to operational procedures and internal controls to mitigate risk and ensure regulatory compliance. Collaborate with internal stakeholders and external service providers to resolve issues and client inquiries. Participate in and support ad-hoc projects and initiatives as assigned, including process improvements and system enhancements. Work Experience / Knowledge: Bachelor’s degree in Finance or Business area of concentration 3-5 years of relevant experience in SITE industry, with exposure to TA operations and AML practices. Strong communication and interpersonal skills, especially in client-facing environments. Solid understanding of AML regulations and TA operational workflows Good organizational skills and problem-solving abilities Good command of written and spoken English Detail-oriented with a proactive and collaborative mindset SITE/SICE licenses required Our benefit policy includes but not limited to: 21 days of Annual Leave Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

【成就您~拓展世界觀及視野的職涯經驗】 ＊歡迎耐心且喜歡專注處理事項的您投入發揮職涯 【業務內容】 - 處理國人在國外或是外國人在台灣發生傷病、意外等需要海外急難救助時，提供相關的協助與聯繫。 - 提供國內外就醫諮詢與服務。 - 工作方式以電話接聽與電郵溝通，需具備英語應答能力。 - 其他主管交辦業務。 【其它說明】 - 須配合輪班，每月排班，方便您安排生活休憩。 - 如有輪值大夜班意願者，另享有夜勤津貼每日650元。 - 工作獎金另計。 【證照津貼】 具有TOEIC金色證書證照，另享津貼加給。

本職務為長期居家遠端工作【非博弈、非電話銷售】， 應試者家中或自尋固定辦公地點需有網路，並於辦公期間能保持環境安靜。 【電腦軟硬體設備將於錄取報到後由公司提供】 工作內容： ．確保客服團隊功能正常運作並持續改善提升。 ．定例報表製作和發送。 ．協助團隊處理客訴案件。 ．幫助顧客及客服同仁解決問題。 ．輔導客服同仁及改善績效。 ．管理人員出勤及各項狀態之遵時率。 ．其他主管交辦事項。 ．熟悉Zendesk或各式客服系統尤佳。（可於投遞履歷時說明） ．需具備 1.＂精通之韓文能力（聽說讀寫）＂。 2.＂中等英文能力（聽說讀寫）＂ -採四週變形工時排班，需配合輪班及排休(視人力狀況排班排休)，輪班(非多段班)，排休天數主要依照當月紅字天數。 以下為目前出勤時段： -早班 07:00-16:00、08:00-17:00、09:00-18:00、10:00-19:00 -晚班 11:00-20:00、13:00-22:00、14:00-23:00、15:00-24:00 -夜班 16:00-01:00、22:00-07:00、23:00-08:00（夜班享額外津貼約$6,000~$10,000，上班時段仍依實際排班為主，可能因專案需求異動） -依照公司安排，工作模式採遠端工作。 -享公司全套電腦設備(配送到府)，於報到日前一週左右寄送設備。 -此為國內職缺，居住地於台灣本島皆可應徵，暫謝絕居住海外的求職者，謝謝。

人們在生活與事業上，都持續面對著許多財務上的挑戰，他們透過線上與線下來到美好金融，尋找更好的金融產品，解決方案與財務顧問的建議。我們的願景是打造地球上最好的金融工具與產品，讓這個世界變得更為美好，並藉由創新的洞察、金融、軟體、數據、服務與教育，帶給客戶最好的使用者體驗，成為長期的夥伴關係，同時支持更好的生產、創造更好的分配、成就更美好的生活與社會。 以客戶為中心，對服務充滿熱情、以關心關懷為出發，站在客戶的角度處理問題。作為客戶支持的專家，你將通過電話為客戶提供優質且專業的服務，在與客戶每次的溝通中表現出積極、樂觀、充滿活力的互動，提供給客戶卓越的「客戶服務體驗」，為客戶帶來驚喜和愉悅。通過關注最小的細節，使客戶產生美好的體驗。 身為客戶服務專家，你擁有客戶服務經驗與熱情，並具備良好的溝通表達及問題解決能力，能一同幫助夥伴與公司得到專業成長與發展。 工作內容： 1. 接聽客服專線及文字回覆，協助客戶訴怨解決問題 2. 處理分公司客戶問題，並記錄及追蹤客戶之需求 3. 進行邀約客戶參與企業相關活動外撥 4. 主管交辦事項：客服流程及文件梳理

1. 受益人開戶資料建檔/覆核作業 2. 基金申贖、定期定額交易處理/覆核/結帳作業 3. 股務系統需求新增修改建議

1. 執行作業風險事件通報追蹤、管理及分析，以確保作業風險管理制度之落實。 2. 執行各項作業風險管理措施及作業風險預警機制，以確保作業風險管理制度之落實。 3. 偕同其他部室進行作業風險評估作業，以確保作業評估規劃之完整性及正確性。 4. 執行作業風險教育訓練，以提升公司內同仁之作業風險意識。 5. 專案研究與推動。

Who we are: With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. Job Summary: The Head of Fund Services is responsible for leading and managing the fund administration function, ensuring the accurate and timely delivery of fund accounting, investor reporting, regulatory compliance, and operational support. This role plays a critical part in maintaining strong client relationships, driving operational excellence, and adhering to industry best practices and regulatory standards. You Role: Provide strategic leadership and oversight of all Fund Services operations, ensuring alignment with organizational goals and regulatory requirements. Set and drive the execution of departmental goals, policies, and procedures to enhance operational efficiency. Lead and mentor the team to foster a high-performance culture. Ensure the delivery of exceptional client service standards, overseeing the resolution of complex inquiries and escalations. Maintain strong internal controls for risk management and regulatory compliance. Ensure compliance with AML policies and procedures. Oversee vendor performance and manage relationships. Collaborate with internal stakeholders and external service providers to optimize workflows. Monitor key performance indicators (KPIs) and enhance process for better service delivery. Lead and contribute to strategic initiatives and transformation projects, including system upgrades, regulatory changes, and business expansion efforts. The Experience You Bring: : 10+ years of experience in fund administration, client services in STIE, SICE, securities or bank industry, with at least 5 years in a senior leadership role. Deep understanding of fund structures, accounting principles, regulatory frameworks and AML controls. Proven track record of managing large teams and complex operations. Strong client-facing and communication skills. Skills / Other Personal Attributes Required: Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Strategic thinking and leadership capabilities Excellent people management and mentoring skills Strong communication and coordination abilities Proficient in written and spoken English. Analytical & Problem-Solving Skills SITE/SICE licenses required CPA/CFA preferred Our benefit policy includes but not limited to: 21 days of Annual Leave Hybrid work schedule Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

1.基金開戶、資料異動及其他股務相關作業。 2.基金申購、買回、定時定額交易帳務處理。 3.基金配息作業。 4.與保管銀行溝通聯繫及報表執行作業。 5.ETF交易及申報相關作業。 6.需具投信投顧從業人員相關證照。

1.完整的教育訓練，提供就職者執業所需之專業能力，進行推廣證券與期貨顧問會員與服務工作。 2.商品透過媒體宣傳廣告，吸引有效客戶名單，提供同仁於電話與社交軟體上經營銷售。 3.對業務銷售工作有興趣，或具銀行、證券期貨、保險、直銷相關經驗尤佳。 4.社會新鮮人、二度就業工作者培訓計畫，對電銷業務有熱忱，公司樂意培訓人才。 5.待遇:保障底薪+業務獎金。

【企劃階段】需求探索與功能設計 1. 研究金融市場趨勢、法規變化與用戶場景（如券商、資產管理、法人分析等）。 2. 與內部策略/研究部/客服等單位協作，轉譯商業需求為具體的金融數據產品功能、設計金融資料產品架構（如財報、交易資訊、ESG資料、因子平台等）與欄位規格。 3. 撰寫產品需求文件（PRD），明確定義資料來源、轉換邏輯、指標定義與更新頻率。 【執行階段】產品交付與驗收流程 1. 與資料工程師、API 團隊、前端介面設計協作，推進數據產品落地開發。 2. 協助處理開發過程中對金融資料標準、財報邏輯或轉換規則的各種疑問與對齊。 3. 實施資料驗收（如比對原始資料、欄位交叉驗證、金融比率正確性檢查）。 4. 協助建置資料字典與查詢說明，提升使用者理解與內部維運效率。 【營運階段】推廣應用與數據迭代 1. 與行銷、業務、客服團隊合作，規劃資料產品上線推廣與商業化策略。 2. 分析產品使用數據（如API call量、查詢行為、訂閱偏好）掌握市場反饋。 3. 蒐集用戶回饋並轉化為優化功能（如欄位補充、更新頻率調整、衍生指標）。 4. 定期與外部資料供應商溝通，確保資料品質、契約權限與更新穩定性。 ※ 具細心負責、團隊協調、主動積極的工作態度。

1.協助承銷業務相關行政作業 2.協助安排業務相關會議，製作會議紀錄提供給各與會部門 3.資本市場資料之蒐集及彙整 4.業務相關文書作業與其他主管交辦事項