Client Service Specialist

King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.

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About Your Company

Our client, a well-established Multi-Family Office and investment management firm serving institutional and high-net-worth clients, is seeking a dedicated Client Service Specialist to support seamless client servicing and operational excellence. This client-facing, non-sales role involves managing daily client service activities, efficient account administration, and coordinating across internal teams and external service providers.

Job Responsibilities:

• Manage the administration and service execution of client accounts and investment portfolios, ensuring accuracy and timeliness.
  
• Conduct thorough due diligence and onboarding processes for new clients and counterparties, ensuring compliance with internal policies and regulatory requirements.
  
• Maintain and update client and counterparty databases, ensuring data integrity and confidentiality.
  
• Develop and maintain a comprehensive understanding of the organizations structure, investment products, and services to effectively resolve complex client inquiries and situations.
  
• Coordinate with internal teams and external service providers to ensure seamless delivery of client services.
  
• Assist in the preparation of client reports, presentations, and documentation as required.
  
• Monitor and ensure adherence to rules and regulations set forth by the Securities and Futures Commission of Hong Kong, particularly related to Type 1, 4, and 9 licensed activities.
  
• Support compliance and regulatory reporting requirements, including client risk assessments and transaction monitoring.
  
• Handle ad-hoc assignments and special projects as required by senior management.
  
• Foster strong relationships with clients, service providers, regulators, and internal stakeholders to facilitate effective communication and service excellence.
  
• Proactively identify opportunities to improve operational processes and enhance client experience.

Job Requirements:

• Bachelors degree in Business Administration, Finance, or any related field
• At least 2 years of relevant experience as an Assistant Relationship Manager, Client Service Specialist, or similar role within asset management, private banking or a family office environment.
  
• Self-motivated, responsible, proactive, and meticulous with a strong attention to detail.
  
• Excellent interpersonal and communication skills, with the ability to engage effectively with clients and senior management.
  
• Ability to work independently and collaboratively within a small team, demonstrating an entrepreneurial mindset.
  
• Highly organized, capable of managing multiple priorities and working efficiently under tight deadlines.
  
• Flexible and adaptable, able to handle ad-hoc queries and evolving responsibilities from various stakeholders.
  
• Proven ability to manage relationships with diverse stakeholders including clients, service providers, regulators, and senior management.
  
• Strong command of spoken and written English and Chinese (Cantonese and/or Mandarin).
  
• Knowledge of regulatory requirements and compliance standards related to Hong Kongs Securities and Futures Commission (SFC) licensing is highly desirable.
  
• Proficiency in MS Office applications and experience with client relationship management (CRM) systems is preferred.

How To Apply

Interested parties, please send your CV directly to [email protected] or apply directly. Please note that only shortlisted applicants will be contacted.