Senior Customer Service Officer (Financial Services, Up to 35k)
Hong Kong
- Leading Chinese Firm
- Competitive Package (Up to 3+ month bonus)
- Non-sales role
Our client, a leading Chinese securities firm, is seeking a Senior Client Services Officer to join its growing Hong Kong team. This role will be responsible for delivering high-quality client support, handling account-related matters, and ensuring an exceptional client experience across brokerage and wealth management services.
Responsibilities
- Provide professional support to retail and high-net-worth clients on account servicing and trading-related enquiries.
- Handle account opening, maintenance, and documentation review in accordance with regulatory requirements.
- Coordinate with internal teams including Operations, Compliance, Settlement, and Relationship Managers to resolve client issues efficiently.
- Support clients on securities trading, corporate actions, IPO subscriptions, and account administration matters.
- Ensure all client requests are processed accurately and within service level standards.
- Assist in implementing client service initiatives and process improvements.
- Maintain up-to-date knowledge of regulatory and market developments.
Requirements
- Bachelor's degree in Finance, Business Administration, or related disciplines.
- 2 years of client services experience within securities, brokerage, private wealth, or financial services.
- Solid understanding of securities products, trading operations, and account servicing processes.
- Strong communication and interpersonal skills.
- Proactive, detail-oriented, and client-focused mindset.
- Proficiency in English, Cantonese, and Mandarin is preferred.
- SFC Type 1,2
Type:
Permanent
Category: Financial Services - No Selection Required
Reference ID:
612-170926-KS
Date Posted:
17/09/2026