Analyst, Client Services & Office Administration
Respond to client inquiries via email or phone, ensuring issues are resolved to their satisfaction. Report significant client concerns to the Line Manager for prompt and professional resolution.
Your Responsibilities:
- Handle client inquiries and maintain a log of inquiries and complaints.
- Identify the needs of prospective clients in settlement and custody.
- Provide solutions to customer queries and foster favorable relationships to enhance client loyalty.
- Occasionally visit and train clients.
- Support the Office Manager with clerical and administrative tasks to ensure efficient operation of the HK office.
- Ensure internal control systems are in place and business processes comply with company policies.
- Review invoices and prepare reports on general expenses and petty cash.
- Review and update administrative policies and procedures.
Our Requirements:
- Minimum Bachelor's Degree in Finance, Economics, or equivalent training.
- 2 to 4 years of experience in securities or banking, preferably with custodian bank or securities house experience.
- Knowledge of settlements in various markets.
- Understanding of income processing and corporate actions.
- Fluent in Mandarin, Cantonese, and excellent spoken and written English.
- Outstanding interpersonal skills, customer- and service-oriented.
- Good working attitude and willingness to learn.
- Excellent communication, analytical, and problem-solving skills.
- Strong teamwork and ability to integrate into the company's corporate environment.
- Proficient in MS Office.
- Demonstrated ability to manage multiple tasks and priorities effectively.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
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