Financial Services Expert
15 hours ago
Company Overview
The Hong Kong Inclusion Platform (HKIP) is a leading global financial research institution dedicated to delivering exceptional client service and building long-term relationships.
Job Description
As a Client Service Associate, you will play a critical role in providing top-notch support to our local and international clients. Your primary responsibility will be to serve as the primary point of contact for assigned clients, fostering strong relationships and acting as a trusted advisor.
Key Responsibilities:
- Develop and maintain comprehensive knowledge of clients' unique needs and preferences
- Monitor client accounts and portfolios, identifying opportunities and addressing any issues or concerns
- Prepare and deliver customized reports, presentations, and other client-facing materials
- Coordinate with relationship managers, product specialists, and other internal teams to ensure seamless client service
- Respond promptly and accurately to client inquiries, requests, and transactions
- Assist with onboarding new clients, including gathering required documentation and information
- Stay informed on market trends, regulatory changes, and product developments to provide valuable insights to clients
- Contribute to the continuous improvement of client service processes and procedures
- Adhere to all applicable policies, procedures, and regulatory requirements
Qualifications and Skills:
- Bachelor's degree in finance, business administration, or a related field
- 0-3 years of experience in a client-facing role, preferably within the financial services industry
- Fluent in English and proficient in either Mandarin, Japanese, Korean, Bahasa, Thai, or Vietnamese, with excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities, with the capacity to think critically and provide tailored solutions
- Proficient in the use of financial software, data analysis tools, and client relationship management systems
- Demonstrated commitment to delivering exceptional client service and building long-term relationships
- Ability to work independently and as part of a team, with a proactive and detail-oriented approach
- Eagerness to continuously learn and develop professional skills
Benefits:
We offer a competitive compensation package, comprehensive benefits, and opportunities for career advancement within our global organization.
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