Client Services

  • Attractive package
  • Hong Kong
  • Permanent, Full time
  • Pacific Focus
  • 18 Aug 17

A Westernise custodian bank is looking for a high-calibre candidate to join the team. Candidates with less experience in client servicing will also be considered. Great working environment with ideal career progression.


  • Responsible for service and delivery to one or multiple clients within their area of specialisation (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing)
  • Ensure and maintain client service levels to dedicated clients by ensuring the timely and accurate delivery of reports / information, attends operational meetings both internally and externally with key clients
  • Operate independently; has in-depth knowledge of business unit / function
  • Manage large and / or complex projects such as strategic change management, new business / product initiatives, process re-engineering, merger and acquisitions integration and provides multi-disciplinary consulting service such as marketing and technology to business groups
  • Cultivate and maintain working relationship with Relationship Managers, Client Service Delivery Managers and other Service Managers to ensure client service needs are met
  • Act as the key client contact within area of expertise and follow up on day-to-day client queries and issue resolution
  • Responsible for identifying and addressing service issues as and when they arise
  • Provide technical expertise for new or complex products / services and oversee the implementation of new processes to support these products / services on an ongoing basis to ensure that client needs are met
  • Provide management reporting on transactions, including statistics on volume, productivity, new development and service impact to clients
  • Assist clients and partners with complex problem resolution
  • Interact with various operations areas to improve processes, oversee software installations, and research processing problems or resolve client inquiries
  • Maintain risk management and compliance programs and activities for their assigned group
  • Strategic in developing, implementing and administering programs within functional areas



  • Excellent oral and written communication skills are required
  • Knowledge of financial industry operations, including fiduciary services and use of trust systems is required
  • Analytical and problem-solving skills is required
  • A College or University degree and / or relevant proven work experience is required