Client Service, MNC Financial Services HKD $25-30K, contract


Salary:

$25000 - 30000 / month

Location:

Hong Kong

Date posted:

21 December 2018

Employment type:

Permanent

Reference:

ATDLSA2490

Specialisation:

Banking and financial services


Description

The Company

A top tier global financial services firm is currently looking for a Client Service officer to join them under a 6 month contract. The role will work with their Head of Client Service. This is an excellent opportunity to join a top tier financial services firm and work in a fast paced, dynamic environment. If you are looking to develop your career further in client servicing, especially in the financial sector, this role will definitely be a great opportunity for you!

Job Duties:

  • Assist in preparing client reports and investment review materials
  • Liaise with stakeholders to resolve operational and compliance related matters including accounting opening or changes in documents
  • Assist in preparing internal management reporting of existing mandates
  • Maintain CRM contacts, call reports and update cross selling opportunities
  • Maintain and update Corporate profiles of existing clients and prepare presentation materials for internal briefings
  • Work closely with Sales Head, Investment Managers to complete clients' questionnaires

Requirement:

  • Holder of university degree or diploma in accounting or other related disciplines
  • 2-5 years of relevant working experience in client servicing in financial services
  • Proficient in MS Office such as Word, Excel and PowerPoint
  • Good command of written and spoken English, Mandarin and Cantonese
  • Immediately available

Apply Today

To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.



Hong Kong

9th Floor, Nexxus Building
41 Connaught Road
Central
Hong Kong Island
+852 3653 7300
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