Client Services

Job Description Handle enquiries and follow up requests from designated clients Work closely with Manager to deliver quality service and sales support 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 Renewal Report of the team with status update Assist in the...

We are seeking a meticulous and licensed Dealing & Client Services Officer to play a dual role in client services and precise trade execution. You will be the critical link ensuring seamless onboarding, efficient trade processing, and exceptional support for our clients and internal teams. Your expertise will ensure compliance and accuracy in a fast‑paced...

A financial services firm in Hong Kong is seeking a meticulous Dealing & Client Services Officer. This role involves ensuring seamless client onboarding, accurate trade execution, and providing exceptional support to clients and internal teams. The ideal candidate holds a Bachelor's degree, possesses a minimum of 3 years of experience in a securities...

A healthcare service provider in Hong Kong is looking for a dedicated professional to handle client enquiries and sales support. The ideal candidate will have 1-2 years of relevant experience in healthcare or medical insurance, and possess strong written and verbal communication skills in both Chinese and English. The role requires attention to detail, the...

A top tier Chinese Asset Management Company in Hong Kong Very strong background of investment team About Our Client This opportunity is with a large organization in the financial services industry, known for its extensive expertise in banking and financial services. The company offers a professional environment and is committed to providing high-quality...

Join the financial services industry as an Institutional Client Service professional in Central District. This role focuses on delivering exceptional client service and supporting institutional clients request. This opportunity is with a large organization in the financial services industry, known for its extensive expertise in banking and financial...

Description Title Client Services Manager Department Regional Institutional Service Location Hong Kong Reports To Client Services & AML-KYC, Senior Manager, APAC ex Japan Level Manager We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other -...

Client Servicing Manager (Client Account) Build and maintain strong, long-term relationships with clients as a trusted advisor, ensuring continuous understanding of their experience and intentions while proactively managing relationship risks. Serve as the primary contact for client queries, taking ownership and providing timely, accurate responses. Address...

As Client Services Director, you will provide professional, high-level expertise to manage and oversee the efficient and profitable administration of trusts and companies, alongside managing your client administration team. You will exercise independent responsibility and discretion, working to broad parameters and policy guidance with direct responsibility...

RESPONSIBILITIES Strategy The role assists Relationship Managers (“RM”) in delivering business results through providing quality information flow plus banking and investments services to clients, and in advising on and executing transactions. He/she plays a significant role in fulfilling and maintaining all necessary internal control, risk governance,...