Client Service Expert

5 days ago

Hong Kong, Central and Western District, Hong Kong SAR China iCapital Full time

iCapital is dedicated to empowering the global alternative investment market with innovative financial technology. Our platform enables advisors, wealth management firms, asset managers, and banks to deliver tailored public and private market strategies to their high-net-worth clients. With a strong presence in the global market, we service over $184 billion in client assets across 1,471 funds.

iCapital has consistently demonstrated leadership in fintech, being recognized by Forbes as one of the top fintech companies for seven consecutive years. Our commitment to delivering exceptional client experiences drives our dedication to innovation and excellence.

About the Role

iCapital seeks an experienced Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong. This role will involve setting up and maintaining financial software applications, resolving client issues, working on special projects, and supporting ad-hoc tasks associated with driving business growth and innovation.

Key Responsibilities
  • Financial Reporting and Data Aggregation tools:
    • Analyze and explain portfolio performance results
    • Conduct account level reconciliation, including research and resolution of all 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
  • Develop and strengthen client relationships:
    • Client onboarding
    • Client account setup and training
    • Day-to-day support and issue management
  • Software maintenance and setup:
    • System setup and configuration
    • New client setup
    • New financial account and asset set-up and classification
    • Data feed management
    • Create custom reports based on client-specific needs
    • Liaise with vendor partners for enhancements, system and data issues
  • Work collaboratively to prioritize individual and communal work to ensure project completion on time and to detailed specifications.
  • Establish operational effectiveness through policy development, procedure adoption, and control implementation.
Requirements
  • 3-5 years of experience in a related field
  • Bachelor's degree from an undergraduate program
  • Excellent customer service skills and the 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
  • Proactively assess and act upon client and company needs
  • Organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
  • Comfortable with technology, software tools, and applications:
    • Able to learn new software quickly
    • Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
    • Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
    • Strong MS Excel and PowerPoint skills
    • Basic knowledge of database concepts, and any type of programming
    • Working knowledge of Photoshop, HTML design, and/or similar tools
  • Knowledge of various financial products and indices, particularly:
    • Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
    • Alternative investments
    • Performance reporting calculations and methodologies
    • Portfolio management and rebalancing
    • How Family Offices, RIAs, investment advisors work
  • Critical thinker, that possesses strong problem-solving skills and is able to summarize information clearly and concisely, both written and verbal
  • Collaborative and able to thrive in a team environment while working independently
  • Able to learn quickly and adapt to an expanding environment
  • Fluency in Chinese (both Mandarin & Cantonese) and English required.
Benefits

iCapital offers a comprehensive benefits package that includes competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health insurance; and generous paid time off (PTO).

We believe collaboration leads to innovation. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital Network, please visithttps://www.icapitalnetwork.com/about-usTwitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

  • Client Service Specialist

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Group Limited Full time

    Role OverviewAs a Client Service Specialist at Third Bridge Group Limited, you will play a vital role in building and maintaining strong relationships with our Public Equity clients. This involves understanding their research needs and identifying the right industry experts to support their projects. Your primary objective will be to deliver exceptional...

  • VIP Client Services Manager

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full time

    VIP Client Service Delivery The role of VIP Banking Associate is critical in providing tailored services to high net worth clients. You will be responsible for delivering exceptional customer experiences and driving revenue growth through proactive business development and relationship building.Main Responsibilities:Promote and sell wealth management...

  • Client Relations Expert

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Group Limited Full time

    Your Career JourneyAs an Associate in our Client Services Team, you'll be part of a dynamic team driving relationships by enabling our clients to connect to the industry experts that will help them.During your initial training period, you'll hone your skills targeting, sourcing, and screening relevant industry specialists, including C-Level executives at...

  • Associate, Client Services

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Group Limited Full time

    Associate, Client Services - Credit and Public Equities 3 days ago Be among the first 25 applicants At Third Bridge, we're a primary research business providing professional services to Private and Public Equity Investors, Investment Consultants, Investment Managers, and more. We help those investors understand companies and the issues they face. We build...

  • Associate, Client Service

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Group Limited Full time

    Associate, Client Service - Australian Market 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. At Third Bridge, we're a primary research business providing professional services to Private and Public Equity Investors, Investment Consultants, Investment Managers, and more. We help those investors...

  • Head of Client Service

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ethos BeathChapman Full time

    Join a well-established Wealth Planning international advisory business as Head of Client Services in their Hong Kong Office. Your leadership experience will help steer and manage the existing team to maximise their performance and potential. Individuals with solid knowledge and relationships in the UHNW segment, do consider this opportunity to nurture...

  • Commercial Operations Analyst, Client Service

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Alphasights Full time

    At Alphasights, we help our clients access expert knowledge by connecting them with niche experts across the world. As an Associate in our Client Service team, you'll play a crucial role in facilitating these connections and ensuring seamless collaboration between clients and experts.You'll be responsible for recruiting experts, understanding project and...

  • Private Client Leadership Expert

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full time

    Company OverviewOcorian is a global leader in private wealth management, delivering expert solutions to meet the complex challenges faced by high net worth individuals and their families. With over 8,000 clients globally, we pride ourselves on long-lasting partnerships built on trust, expertise, and scale.We operate across 20+ countries, with more than 1,800...

  • Mortgage Loan Processing Expert

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full time

    International Executive Service Corps is seeking a Mortgage Loan Processing Expert to support our team in Loans & Credit Operations.Your key responsibilities will include:Assisting the team supervisor in mortgage loan application processing and verifying data accuracyMonitoring and managing HKMCI MIP applications through IIDSProviding exceptional customer...

  • Compliance Expert

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Moody's Investors Service Full time

    We are looking for a Senior Regulatory Advisor to join our team at Moody's Investors Service. As a key member of our Compliance team, you will play a critical role in ensuring the successful implementation of our Compliance Program in the APAC region.The ideal candidate will have:More than 20 years of experience in Compliance, law, or risk...

  • MPF and Employee Benefits Expert

    1 day ago

    Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full time

    About UsGUM | Your MPF & EB Expert | Hong Kong is a boutique consulting firm in the Health and Wealth Industry, providing MPF solutions and financial consulting services with over 42 years of market experience. Our mission is to give you more inspiration, wealth, and happiness.Program OverviewThe Relationship Management Trainee Program is an accelerated...

  • Client Onboarding Expert

    1 day ago

    Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full time

    About the RoleThe Client Lifecycle Intelligence and Digital department at SGS Société Générale de Surveillance SA is seeking a skilled Client Onboarding Expert to join our team. In this role, you will be responsible for ensuring seamless client onboarding experiences across our Global Banking and Investor Solutions activities.Key Responsibilities:Lead...

  • Director of Client Services

    24 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ogilvy Full time

    About Ogilvy Hong KongOgilvy Hong Kong is an award-winning advertising, marketing and public relations agency that creates campaigns that spark game-changing ideas across culture and business.We build on our rich legacy through Borderless Creativity – innovating at the intersections of our advertising, public relations, relationship design, consulting, and...

  • Financial Services Onboarding Expert

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China OSL Full time

    Key ResponsibilitiesThe Financial Services Onboarding Expert at OSL is accountable for providing a smooth and efficient onboarding experience for new clients. This includes conducting thorough customer due diligence and maintaining accurate documentation to ensure compliance with AML and CTF regulations. Furthermore, the expert will work closely with...

  • Loan and Security Services Expert

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    Job Role:We are currently seeking a Loan and Security Services Expert to join our esteemed team at Bank of China's Corporate Credit Management Centre. In this critical role, the successful candidate will be responsible for preparing loan and security documents, negotiating credit terms with clients, and providing expert advice on loan documentation and...

  • Corporate Sales and Employee Service Associate

    24 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full time

    Why Choose UsGUM offers a unique opportunity for professionals to embark on their consulting careers, with a comprehensive training program and a supportive work environment. Our team is dedicated to creating a culture that encourages learning, teamwork, and open communication.Role ResponsibilitiesFoster long-term customer relationships and conduct proactive...

  • Client Knowledge Manager

    4 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China The HKIP Full time

    The HKIP: Bringing Together Experts and Clients Across IndustriesWe are seeking a talented Graduate Associate to join our team, where you will have the opportunity to work on a variety of projects and engage with clients from diverse backgrounds. As a key member of our team, you will be responsible for understanding client needs, identifying experts, and...

  • Senior Client Development Expert

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Charterhouse Asia Full time

    About the RoleWe are recruiting a Senior Client Development Expert to drive business growth and development through effective key account management.The successful applicant will have a deep understanding of the FMCG industry and be able to build and maintain strong relationships with key clients.The ideal candidate will have a track record of developing and...

  • Associate, Client Service, Tagalog Speaker, 2025

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Alphasights Full time

    6363188 Hong Kong Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you. About AlphaSights We bring together some of the most ambitious people from around the globe to work with leading investment funds, strategy...

  • HR Services Expert

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China E.C Technology Ltd. Full time

    Job Title: HR Services ExpertAbout the Role:We are seeking a highly skilled HR expert to provide comprehensive HR services to our clients.Responsibilities:Providing recruitment, payroll calculation, visa application handling, and other HR and payroll related services.Implementing HR systems, maintaining staff records, and updating data.Offering clerical...