Client Group Coordinator

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Capital Group Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Group Coordinator to join our team at Capital Group. As a Client Group Coordinator, you will play a critical role in supporting our relationship managers and client relations associates in delivering exceptional client service.

Key Responsibilities
  • Liaise with Relationship Managers and Client Relations Associates

Coordinate meetings, appointments, and travel arrangements to ensure seamless communication and collaboration with clients and internal stakeholders.

Manage Client Communications

Proactively handle incoming queries, respond to client requests, and maintain accurate records of client interactions.

Coordinate Client Materials

Prepare and distribute client reports, presentations, and other materials in a timely and professional manner.

Support CRM Data Management

Assist in maintaining accurate and up-to-date client information in our CRM system.

Assist with Special Projects

Contribute to special projects and initiatives that support the growth and development of our client relationships.

Requirements
  • Education and Experience

Good academic qualifications with at least 5 years of secretarial/administrative support experience in the financial services industry.

Skills and Abilities

Proactive, organized, and detail-oriented individual with excellent communication and interpersonal skills.

Technical Skills

Advanced knowledge of spreadsheets and proficiency in MS Office (Word, Excel, PowerPoint, Outlook).

Language Skills

Ability to read and type Chinese (both Traditional and Simplified Chinese are preferable).



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