Client Delivery Specialist Ambassador
4 days ago
iCapital is a leading provider of financial technology solutions for the alternative investment industry. We empower advisors, wealth management firms, asset managers, and banks to evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.
With over $184 billion in global client assets invested in 1,471 funds, as of March 2024, iCapital has established itself as a trusted partner in the industry.
We have been recognized for our innovation and expertise, being named to the Forbes Fintech 50 for seven consecutive years (2018-2023) and selected as one of Forbes' Best Startup Employers (2021-2023).
The Client Delivery Specialist Associate role is part of our Data Solutions team in Hong Kong. This position will involve setting up and maintaining financial software applications, assisting clients with issues, working on special projects, and contributing to ad-hoc tasks that support the growth and development of our innovative company.
Responsibilities- Financial Reporting and Data Aggregation
- Analyze portfolio performance results and provide explanations
- Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrects
- Perform analysis of private equity and hedge fund statements for input into the system
- Work with clients and partners to resolve data issues
- Client Relationship Development
- Client onboarding and setup
- Day-to-day support and issue management
- Foster strong relationships with clients and partners
- Software Maintenance and Setup
- System setup and configuration
- New client setup and training
- Data feed management
- Create custom reports based on client-specific needs
- Prioritize individual and communal work to ensure project completion on time and to detailed specifications
- Establish operational effectiveness through policy development, procedure implementation, and control measures
- 3-5 years of experience in a related field
- Bachelor's degree from an undergraduate program
- Excellent customer service skills and ability to foster effective relationships
- Strong understanding of financial instruments
- Experience with RIA/Wealth management policies, procedures, and client service
- Experience working with wirehouses or custodians
- Proactive problem-solving skills and ability to prioritize tasks and meet deadlines
- Attention to detail and accuracy while maintaining an organized approach to duties and responsibilities
- Comfortable with technology, software tools, and applications
- Knowledge of various financial products and indices
iCapital offers a comprehensive benefits package, including competitive salary, annual performance bonus, and equity for all full-time employees, as well as healthcare and paid time off (PTO). We believe that a collaborative work environment and flexibility are essential for innovation and success.
-
Customer Service Ambassador
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Aspire Lifestyles Full timeAbout Aspire LifestylesWe are a premium concierge and affluent service provider, assisting companies to drive loyalty and create value in their customer portfolios.Our Delivery ModelWe provide innovative solutions and recommendations to different types of requests, consulting and advising customers to assess travel needs and provide accurate and timely...
-
Luxury Brand Ambassador
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Eighty20 Powerhouse Full timeLuxury Brand Ambassador OpportunityEighty20 Powerhouse is seeking a Luxury Brand Ambassador to join our team. As a key member of our marketing department, you will be responsible for developing and implementing crisis communication plans, providing timely and strategic responses to safeguard clients' reputations. You will also ensure clear and effective...
-
Technical Delivery Specialist
5 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Commtech Asia Full timeWe are looking for a Technical Delivery Specialist to join our team at Commtech Asia, a leading organization in the construction industry.Job DescriptionThe successful candidate will be responsible for executing the project delivery of service, managing the project progression, and working closely with our clients to ensure that expectations, works,...
-
Delivery Project Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Pinpoint Asia Full timeKey Responsibilities:Lead and manage end-to-end delivery of Dynamics CRM 365 projects, ensuring alignment with business goals and objectives.Develop and maintain project plans, timelines, and budgets; monitor project progress and make necessary adjustments.Coordinate with cross-functional teams, including IT, business, operations, and finance, to ensure...
-
Client Success Specialist
20 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Group Limited Full timeClient Success SpecialistWe are looking for a highly skilled Client Success Specialist to join our team at Third Bridge Group Limited. The successful candidate will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships.Key Responsibilities:Develop and maintain strong relationships with clients...
-
Digital Ambassador
7 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...
-
Lounge Ambassador
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Cathay Pacific Airways Limited Full timeFor US-based job applicants - If you require assistance or accommodation in completing any aspect of the application process, please contact the Cathay Pacific Americas Talent Acquisition team at: Role Introduction Reports to: Lounge Service Delivery Manager In order to become one of the world's greatest service brands, service excellence is at the heart...
-
Customer Service Delivery Specialist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China British Council Full timeJob Description:We are seeking a highly skilled and experienced Customer Service Delivery Specialist to join our team in Hong Kong. As an Exams Support Professional, you will be responsible for providing exceptional customer service experience for customers meeting all British Council Key Performance Indicators (KPIs) for customer satisfaction.Key...
-
Exam Delivery and Support Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Pearson Full timeAbout Us:Pearson is a world-leading education company that has been empowering learners for over 150 years. Our purpose is simple: to help people realize their potential through learning. We believe that every learning opportunity is a chance for personal breakthrough.About the Role:This exciting new opportunity will see you joining our dynamic Assessment...
-
Client Relationship Specialist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Group Limited Full timeOverviewWe are seeking a highly motivated Client Relationship Specialist to join our team at Third Bridge Group Limited. In this role, you will be responsible for building and maintaining strong relationships with our Public Equity clients, identifying their research needs, and connecting them with industry experts.Your primary focus will be on understanding...
-
Flight Crew Services Delivery Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AHK Air Hong Kong Ltd Full timeAir Hong Kong (AHK) Ltd invites applications from highly motivated and experienced professionals for the position of Flight Crew Services Delivery Specialist.This key role requires a deep understanding of aviation regulations, licensing requirements, and logistics processes. The successful applicant will possess 7 years of relevant experience, including 3...
-
Client Support Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Tbwa ChiatDay Inc Full timeEstablished in 1744, Sotheby's is the world's premier destination for art and luxury.We promote access to and ownership of exceptional art and luxury objects through auctions and buy-now channels. Our trusted global marketplace is supported by an industry-leading technology platform and a network of specialists spanning 40 countries and 70 categories.As a...
-
Private Client Leader
22 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full timeCompany OverviewOcorian is a leading provider of specialist financial services, helping clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.We're a trusted partner to over 8,000...
-
Premium Client Liaison
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Aspire Lifestyles Full timeAbout the JobThis exciting opportunity as a Lifestyle Concierge with Aspire Lifestyles offers the chance to work with premier brands and develop strong relationships with customers. As a key member of our team, you will be responsible for providing personalized interactions, consulting and advising customers, and representing our clients' brands in a...
-
Client Onboarding Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full timeJob DescriptionAbout the RoleWe are seeking a highly skilled and experienced Client Onboarding Specialist to join our team in Societe Generale, Corporate & Investment Banking. The successful candidate will be responsible for managing client onboarding processes, ensuring timely and accurate completion of KYC due diligence for both onboarding and periodic...
-
Associate Client Service Specialist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge (Hong Kong) Limited Full timeCompany Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique...
-
Client Service Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Aon Hewitt Full timeAbout Aon HewittAon Hewitt is a leading human capital consulting firm. We help clients solve their most complex talent and performance challenges.Job Summary:Deliver high-quality client service by supporting Account Managers on consultative services to clients.Build strong relationships with clients and internal stakeholders by communicating effectively and...
-
Project Delivery Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China PeopleSearch Full timeKey Responsibilities:The ideal candidate will develop delivery plans, monitor progress, and proactively address issues to ensure compliance with service level agreements.
-
IT Delivery Specialist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Fleet Management Limited Full timeWe are seeking a skilled Technical Project Manager to join our team. As a key member of our Digital/IT team, you will play a critical role in driving forward the design, implementation and management of applications across Fleet.Company OverviewFleet Management Limited is a global ship management company with over 27,000 seafarers and 1,000 onshore...
-
Enterprise Data Service Delivery Team Lead
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Avature Full timeAs a Senior Technical Leadership Role at Bloomberg, you will lead from the front a dynamic team of Technical Support Specialists. This team is responsible for providing escalated technical support, understanding client data use cases, managing outages, and working with internal and external stakeholders.About UsBloomberg is a global leader in business and...