Customer service / Client Service

Responsibilities

• Execute various client management activities, including KYC, onboarding, annual reviews, and ongoing maintenance.
• Interact directly with clients to efficiently handle requests such as deposits, withdrawals, and transfers.
• Collaborate proactively with sales and operations teams to ensure client satisfaction.
• Communicate with clients regarding product lifecycle management, including valuation reports and margin calls.
• Provide proactive support to sales and operations on other client service-related matters.
• Contribute to internal projects aimed at streamlining workflows based on personal experience and feedback.

Requirements

• Bachelor's degree or above
• Previous experience in client services, KYC, or client management is preferred.
• Ability to work independently and take initiative.
• Detail-oriented and organized, with strong communication skills to convey information clearly and concisely to all levels of internal and external stakeholders.

Proficiency in English and Mandarin; fluency in Cantonese is an advantage.