Analyst, Client Services & OA

Your Responsibilities

• Handle client enquiries and maintain an accurate log of all queries and complaints.
• Identify the needs of prospective clients within assigned settlement and custody areas.
• Provide solutions to customer queries and build strong client relationships to enhance loyalty.
• Conduct occasional client visits and training sessions.
• Support the Office Manager with clerical and administrative tasks to ensure smooth daily operations of the Hong Kong office.
• Ensure internal control systems are functioning effectively and that office processes comply with company policies.
• Review invoices and prepare reports on general expenses and petty cash.
• Review, update, and improve administrative policies and procedures as needed.

Our Requirements

• Bachelor's degree in Finance, Economics, or a related discipline (or equivalent training).
• 2-4 years of experience in the securities or banking industry; experience in a custodian bank or securities house is preferred.
• Knowledge of settlement processes across multiple markets.
• Understanding of income processing and corporate actions workflows.
• Fluency in spoken Mandarin and Cantonese, with excellent spoken and written English.
• Strong interpersonal skills; customer‑focused and service‑oriented.
• Positive working attitude and willingness to learn.
• Excellent communication, analytical, and problem‑solving skills.
• Strong teamwork and ability to adapt to the company's corporate culture.
• Proficient in MS Office.
• Ability to manage multiple tasks and priorities effectively.