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Client Service Officer

Job Level:  Professional

Taipei, TW, 10476

Available until:  11/21/2022
Area of Expertise:  Sales & Distribution
Unit:  Allianz Global Investors
Employing Entity:  AllianzGI Taiwan Ltd.
Job Type:  Full-Time
Remote Job:  Not applicable
Employment Type:  Permanent
ID:  15962

Join us. Let’s care for tomorrow.

At Allianz Global Investors our people enjoy motivating, fulfilling careers. If you are looking for a fast-paced working environment, you are resolved to cultivate and expand your talents and relish a challenge, then join us now!


We are committed to giving our people – experienced and energetic professionals alike – the opportunities and experiences they seek to thrive and gain personal fulfilment. We will work with you to craft your own career, develop your personal growth, and align your achievements with your ambitions.






Role & Responsibilities

  • This is a 12-month contract position to assist the team in delivering supreme customer services in a professional manner
  • Maintain a high level of knowledge of the company’s products and services, and ensure customers are provided with accurate information
  • Handle and resolve client' enquiries and request including product and service information and financial advisory via inbound calls, outbound calls or face-to-face interactions
  • Provide support to customers on self-service online trading and transaction handlings
  • Responsible for the chatbot project and overseeing its daily operation
  • Assist in improving functionality for the e-Commerce website from the user perspective
  • Assist in preparing e-sales campaign, planing online/offline events to attract new clients and handling e-commerce projects
  • Support daily operation of the department


Experience / Knowledge Qualifications and Skills

Qualification & Experience

  • College/University graduate with major in finance/marketing related disciplines is desirable
  • Have passed the Securities Investment Trust and Consulting Professional Qualification Examination
  • At least 2 years' client service and complaint handling experience in financial services industry (asset management preferred)
  • Reliable with experience in handling confidential information and documents


Technically and Functional Skills

  • Possess project planning skills including develop project schedules, resources plan, work plans, resolve issues and present your project to major stakeholders and team members
  • Good computer literacy and Chinese & English word processing
  • Ability to learn various software programs quickly
  • An enthusiastic and well-mannered networker who enjoys connecting and helping others
  • A good team player with excellent listening skills and interpersonal skills
  • Work efficiently under stress and able to handle complaints independently and confidently
  • Highly motivated, flexible and hard-working



  • Intermediate level of English (listening/speaking/Writing) and Taiwanese (listening/speaking)







About Allianz Global Investors

Allianz Global Investors is a leading active asset manager with over 600 investment professionals in over 20 offices worldwide and managing EUR 578 billion in assets. Data as of 30 June 2022


We invest for the long term and seek to generate value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their changing needs, and build solutions based on capabilities across public and private markets. Our focus on protecting and enhancing our clients’ assets leads naturally to a commitment to sustainability to drive positive change. Our goal is to elevate the investment experience for clients, whatever their location or objectives.


Putting our clients' needs first, behaving in an open and transparent way and treating people fairly means acting with integrity. We respect difference and diversity and reward individual performance as well as teamwork. We offer a collegial culture based on strong values, taking individual responsibility, and dedication to mastering challenging tasks. To harness the power of innovation, we invest in the development of our employees. We encourage you to make an impact in a diverse, international, technology-enabled, and increasingly agile environment. If you feel inspired to elevate the active asset management experience, this is the place for you.


We are committed to the principles of Equal Employment Opportunity and to providing assistance to applicants with physical and/or mental disabilities. If you need support to navigate our websites or to complete your application, please send an e-mail with your request to


Active is: Allianz Global Investors

AllianzGI completed the transfer of investment teams (including 87 Investment Professionals) and USD 101bn of assets they manage to Voya Investment Management as part of a strategic partnership. Two thirds of the assets continue to be managed on behalf of AllianzGI clients outside of the US.