Lead Client Servicing Associate
5 days ago
Client Servicing Analysts are responsible for delivering top‑notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Responsibilities Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. Deliver timely and accurate information regarding financial statements & analytics reporting. Complete operational tasks such as account set‑up, client lockdowns, compliance, reconciliation validation. Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user. Validate investment data against available third‑party market data sources and demonstrate proficiency in proprietary internal tools for reconciling investment transactions. Effectively navigate through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems. Manage workflow based on productivity and quality metrics; organize your day to prioritize high‑importance or critical work. Take on a variety of team and client‑related, long‑term projects that may involve collaboration with other internal teams. Deal with some of the more complex client queries. Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work. Required Skills Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports. Intermediate understanding of fixed income and equity investments; basic knowledge of alternative security types preferred. Prior experience in finance and/or accounting. Strong computer skills, including proficiency in Microsoft Office. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills. Strong organizational and interpersonal skills. Exceptional problem‑solving abilities. Education and Experience Bachelor's degree or higher in Accounting or Financial/Business‑related field. 2+ years of relevant experience. #J-18808-Ljbffr
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Associate Director, Client Service Manager
1 week ago
Kowloon, Hong Kong SAR China Standard Chartered Full timeAssociate Director, Client Service Manager Join to apply for the Associate Director, Client Service Manager role at Standard Chartered Job Summary The role’s principal responsibility is to actively manage and maintain a strong level of satisfaction among the most important clients within Financing & Securities Services (FSS) globally. The client base...
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Kowloon, Hong Kong SAR China Standard Chartered Full timeA global financial institution in Hong Kong is seeking an Associate Director, Client Service Manager to manage and maintain key client relationships in Financing & Securities Services. The ideal candidate will have over 10 years of client services experience in securities services, be highly organized, and fluent in English and Chinese. This role involves...
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Kowloon, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full timeA leading American investment bank in Hong Kong is seeking a Client Services Associate for their private wealth management division. This role involves handling client services, managing client relationships, and executing trades for Ultra High Net Worth clients. Candidates should have a Bachelor's Degree in Economics or Finance, along with 3-5 years of...
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Fund Operations
1 week ago
Kowloon, Hong Kong SAR China JPMorganChase Full timeFund Operations - Client Servicing Analyst/Associate (Korean Speaking) Join to apply for the Fund Operations - Client Servicing Analyst/Associate (Korean Speaking) role at JPMorganChase Are you passionate about client service and ready to make an impact in fund operations? Join a team where your language skills and expertise help deliver outstanding service...
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Wealth Ops AVP: Client Services
3 days ago
Kowloon, Hong Kong SAR China DBS Full timeA leading bank in Hong Kong is looking for an experienced AVP/Senior Associate/Associate for its Wealth Management Operations team. This role involves providing exceptional client service, managing onboarding processes, and ensuring compliance with regulatory standards. Candidates should have over 10 years of experience in wealth management, a solid...
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Client Services Associate
3 days ago
Kowloon, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full timeAbout Our Client Our client is the one of the largest American investment banks, headquartered in New York City. They are now looking for a Client Services Associate to join their private wealth management division to handle client services, client relationships, account opening, KYC documentation and trade executions for Chinese Ultra High Net Worth...
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Healthcare Client Success Associate
24 hours ago
Kowloon, Hong Kong SAR China Quality HealthCare Medical Services Limited Full timeA healthcare service provider in Hong Kong is looking for an Associate to join their team. The successful candidate will handle enquiries from corporate clients, assist in the implementation of health initiatives, and work closely with the management to deliver quality service. Ideal candidates should have a diploma, possess excellent communication skills in...
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Kowloon, Hong Kong SAR China Marni (Hong Kong) Limited Full timeA leading luxury fashion brand in Hong Kong is seeking a Sales Associate/Senior Sales Associate. In this full-time role, you will provide exceptional customer service and drive sales. Responsibilities include achieving sales targets, engaging with clients, and maintaining store presentation standards. The ideal candidate has 1-2 years of luxury retail...
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Officer, Client Servicing
24 hours ago
Kowloon, Hong Kong SAR China Quality HealthCare Medical Services Limited Full timeWe are currently looking for high calibre to join our Healthcare Group Job Description: Handle enquiries and follow up requests from designated corporate clients Work closely with Manager to deliver quality service to clients Follow up with other Departments to gather data for utilization report Set up/update Online Sign Up/Sign Off Lists Own the Contract...
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Luxury Sales Associate: Client Concierge
5 days ago
Kowloon, Hong Kong SAR China Jil Sander Hong Kong Limited Full timeA luxury retail brand is seeking an enthusiastic Sales Associate/Senior Sales Associate in Hong Kong. This full-time position involves delivering exceptional customer service, exceeding sales targets, and engaging with clients. Candidates should have 1–2 years of luxury retail experience, strong communication skills, and proficiency in Cantonese, English,...
