Job Description
Key Responsibilities
-  Customer Service Team Building and Management 
- Build and manage a 1-on-1 customer service team, including recruitment, training, and performance supervision
 - Develop workflow and service standards to ensure efficient team operations
 - Optimize service quality and user satisfaction through continuous improvement
 - Oversee CRM system construction and employee training programs
 
 -  Online Community User Conversion 
- Configure and maintain online customer service systems (e.g., chatbots, email support)
 - Develop and manage an online customer service script library
 - Collaborate with marketing, sales, and operations teams to improve community conversion rates
 - Resolve user issues and systematically collect feedback for service enhancement
 
 -  Offline User Support 
- Provide professional 1-on-1 consultation services for high-value users
 - Optimize product presentation methods based on user feedback
 - Identify high-potential clients and facilitate their transition to formal investment processes
 
 -  Data Analysis and Optimization 
- Monitor and analyze customer service metrics (consultation types, conversion rates, feedback)
 - Develop improvement plans based on data insights
 - Regularly produce service quality reports to inform product and operational decisions
 
 
Job Requirements
- Proven experience in customer service team building and management
 - Strong background in both online and offline customer service operations
 - Experience with CRM systems implementation and optimization
 - Excellent data analysis skills with ability to translate insights into actionable strategies
 - Outstanding communication and collaboration skills across multiple departments
 - Ability to develop and implement service standards and workflows
 - Experience in financial services or investment-related fields is a plus
 


