Global Financial Associate
4 days ago
We are seeking a highly motivated and talented individual to join our team at The HKIP in Hong Kong as a Client Services Associate. In this role, you will be responsible for providing excellent client service and support to our clients, with a focus on understanding their unique needs and delivering tailored solutions.
About the RoleAs a Client Services Associate, you will serve as the primary point of contact for assigned clients, building strong relationships and acting as a trusted partner. You will monitor client accounts and portfolios, identifying opportunities and addressing any issues or concerns.
- Main Responsibilities:
- Serve as the primary point of contact for assigned clients
- Monitor client accounts and portfolios
- Prepare and deliver customized reports, presentations, and other client-facing materials
- Coordinate with relationship managers, product specialists, and other internal teams
- Respond promptly and accurately to client inquiries, requests, and transactions
Requirements:
- 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 Japanese, Thai, Vietnamese, Bahasa, and English, with excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities, with the capacity to think critically and provide tailored solutions
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