Lead Client Servicing Associate
2 days ago
Job Summary 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 show proficiency in proprietary internal tools for reconciling investment transactions. Effectively navigates 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; organizing 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; a 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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Client Service Lead – IT Solutions
1 week ago
Hong Kong Island, Hong Kong SAR China Classy Wheeler Limited Full timeA regional IT services provider in Hong Kong is looking for a Client Service Lead (Associate Director) to engage with clients and drive sales with high-quality delivery. The ideal candidate will have over 15 years in IT consulting, with proven consulting abilities and the capability to lead key accounts. Excellent communication skills and experience in...
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Client Services Associate
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hong kong, Hong Kong SAR China AlphaSights Full timeVice President, Corporate Accounts at AlphaSights Looking to start your career in a fast-paced commercial role? Seeking to have an immediate personal impact with a clear career path ahead of you? If so, our Associate Program in Shanghai is the right choice for you. About AlphaSights We bring together some of the most ambitious people from around the globe to...
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Associate, Client Services
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Hong Kong Island, Hong Kong SAR China IQ-EQ Full timeJoin to apply for the Associate, Client Services role at IQ-EQ IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. Job Description Assist in pipeline tracking and sales administration,...
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Associate, Client Service
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Hong Kong Island, Hong Kong SAR China Third Bridge Group Full timeAbout Third Bridge Third Bridge connects the world’s top investors and business leaders to the insights that shape investment decisions . From private equity firms and hedge funds to leading consultancies , our clients count on us to find the exact expert they need — fast. Since 2007, we’ve grown to 1,500+ people across global financial hubs, becoming...
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Associate, Client Service
6 days ago
hong kong, Hong Kong SAR China Third Bridge Group Limited Full timeAbout Third Bridge We connect the world’s top investors and business leaders to the insights that shape investment decisions. From private equity firms and hedge funds to leading consultancies, our clients count on us to find the exact expert they need — fast. Since 2007, we’ve grown to 1,500+ people across global financial hubs, becoming a trusted...
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Client Service Lead
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Hong Kong Island, Hong Kong SAR China Classy Wheeler Limited Full timeClient Service Lead (Associate Director) (IT Solutions) - IC Client Description Regional IT services and solutions provider Job Description Responsibilities Drive sales through a close partnership and co-creation with key clients and to ensure that what is sold is delivered with high quality and on time on budget. Key mandates: 1. Drive sales, 2. partner and...
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Associate, Client Services
1 week ago
Hong Kong Island, Hong Kong SAR China IQ-EQ Full timeIQ‑EQ is a leading Investor Services group that combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. Job Description Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system...
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Hong Kong Island, Hong Kong SAR China AlphaSights Full timeAssociate, Client Service, Japanese Speaker, 2026 Join to apply for the Associate, Client Service, Japanese Speaker, 2026 role at AlphaSights Associate, Client Service, Japanese Speaker, 2026 14 minutes ago Be among the first 25 applicants Join to apply for the Associate, Client Service, Japanese Speaker, 2026 role at AlphaSights Looking to start your career...
