What Jobs are available for Client Success in Hong Kong?

Wisers is a leading expert in business intelligence and media big data analytics, leveraging advanced AI technologies to provide insights for over 3,000 corporate clients across all industries, including both public and private sectors. Our top-tier Chinese NLP, computer vision, and augmented analytical technologies transform vast amounts of data into actionable insights, helping our clients make strategic decisions.

As part of the Client Success Team, you will support FSI industry's Marketing and PR clients by understanding their needs, responding to inquiries, and serving as a product expert in client meetings. You will collaborate with the Sales team on pre-sales and post-sales needs by creating tailored solutions and assist with renewals. Additionally, you will conduct market analysis to identify growth opportunities and ensure exceptional service quality.

Key Responsibilities

• Build a deep understanding of FSI industry's Marketing and PR clients and their needs, ensuring the provision of tailored support and solutions.
• Promptly respond to client inquiries and efficiently handle service upgrade requests.
• Collaborate with the Sales team to assist clients with the renewal process, ensuring service continuity and satisfaction.
• Serve as a product expert in client meetings, working alongside the Sales team to prepare quotations and customize solutions.
• Conduct thorough market analysis, offering actionable insights to the product team for local expansion and new product development.
• Perform targeted research to identify and explore opportunities that drive business growth.
• Work closely with teams in Hong Kong and China to ensure exceptional service quality.

Core Competencies

• Bachelor's degree in relevant disciplines.
• Experience in a solutions-oriented role, encompassing pre-sales technical support, proposal development, and post-sales implementation and service
• Strong communication and multi-tasking skills.
• Accountable, proactive, and detail-oriented; well-organized and self-motivated.
• Fast learner and enthusiastic team player with the ability to prioritize tasks effectively.
• Ability to meet deadlines and thrive in a fast-paced environment.
• Good command of written and spoken English, Cantonese, and Mandarin.

Preferred Qualities & Qualifications

• Knowledge of the FSI and/or PR Marketing sector; previous experience in servicing the FSI industry and/or PR Marketing sector is a significant advantage.
• Interest in and understanding of AI advancement is a significant advantage
• Experience using Wisers products is a plus.

At Wisers, you'll have the opportunity to make a significant impact in a steadily growing organization with immense potential. We offer:

• Opportunities for professional development
• Training to enhance your skills as a product expert
• Comprehensive medical insurance, including dental benefits
• Friendly, dynamic, and collaborative work environment
• Fully stocked pantry with a variety of games for relaxation

If you meet the qualifications and are ready to take on this exciting opportunity, please submit your resume along with your current and expected salary.Apply now

(Data collected will be treated as strictly confidential and will be used for recruitment purposes only)

OVERVIEW:

Play a vital role in Guidepoint's success.

Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our transcript library product for our Institutional client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among current clients and trial accounts. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention.

This is a hybrid role located in Hong Kong.

What You'll Do:

• Serve as the primary advocate for the Insights product with institutional clients and foster three-dimensional relationships with key stakeholders
• Develop personalized engagement plans for each client depending on investment strategy, companies of interest and sector coverage to effectively market Insights content
• Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings
• Collaborate with sales team to ensure timely renewals, drive upsell opportunities and increase trial conversion
• Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts

What You Have:

• Bachelors or masters degree from an accredited University
• 2+ years of professional work experience, with a focus on B2B product sales for institutional investors such as Mutual Funds, Hedge Funds, Private Equity, Venture Capital
• Understanding of the institutional investment industry and ability to engage with senior business leaders with innovative content and ideas
• Excellent communication skills, with the ability to distill complex issues into clear and concise messages
• Intellectual curiosity, adaptability, and a team-first collaborative approach
• Demonstrated ability to work both independently and as part of a team, with a commitment to delivering results

What We Offer:

• Competitive compensation
• Hybrid work arrangement
• Regional and global team interactions
• Dynamic and engaging team

About Guidepoint
Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.

Backed by a network of over 1.75 million experts, and Guidepoint's 1,600 employees worldwide we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.

PEI Group's Subscriptions organization brings together Account Management, Sales, Client Engagement, and Business Development to drive growth and retention across our data and research products. This team owns the full customer lifecycle — from initial acquisition to onboarding, ongoing engagement, renewal, and expansion — and plays a central role in delivering commercial outcomes and ensuring our brands are seen as essential tools for private market professionals globally.

Position Summary

Owns client onboarding, product adoption, usage optimization, and engagement insights across all Tier accounts. Acts as a key partner to Account Managers and Sales, ensuring clients realize product value, renew with confidence, and generate signals for cross-sell and upsell.

Key Responsibilities

Onboarding & Enablement

• Deliver structured onboarding programs tailored to client tier and product mix.
• Coordinate welcome materials, training sessions, user access, and first-use milestones.
• Track implementation progress and surface blockers or engagement risks early.

Usage Monitoring & Insight Generation

• Monitor client activity across platforms and products using engagement dashboards.
• Identify gaps in usage, feature adoption, or account-level engagement trends.
• Translate insights into actions for AMs and Sales (e.g., expansion, at-risk, advocacy potential).

Lifecycle Engagement Support

• Support QBRs (when necessary) with usage insights, and engagement commentary.
• Join Account Management and Sales on strategic calls to provide product usage context.
• Coordinate across Client Success team for pooled enablement in Tiers.

Risk Management & Retention Signals

• Flag early risk indicators: login drop-off, license underutilization, key contact disengagement.
• Support renewal discussions by validating product value realization.
• Run reports and provide analysis for disengaged accounts, usage drop-offs, or onboarding failures.

Internal Collaboration & Feedback Loop

• Collaborate with Account Managers on renewal risk and expansion readiness.
• Provide Sales with data to inform cross-sell timing and outreach.
• Share structured feedback with Product and Marketing based on client interactions.

PEI1

Requirements

Although we are keeping direct experience and knowledge requirements to a minimum, we do need you to demonstrate your capabilities in relation to the points listed under essential requirements in the person specification. You should be prepared to discuss illustrations on how your competencies have helped you to achieve positive results.

We are looking for someone who is;

Qualification & Experience

• Batchelors Degree (desired but not essential)
• 1+ years of experience working in a client facing position (or similar)
• Experience in a telephony based role (essential)
• Experience providing client demos and presentations (desired but not essential)
• Previous experience in customer focused positions (essential)
• Must be able to speak English to a professional business standard

Personal Attributes

• Willingness to make several dozen cold calls a day to PEI service users.
• Ability to acquire some knowledge and command of private markets.
• Organisational ability to handle involved-administrative responsibilities.
• Ability to achieve targets and maximise on client opportunities.
• Tenacious and hardworking.

Who we are:

PEI Group is a subscriber-focused business intelligence company. With our multi-talented global team of over 440 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.

What we do:

PEI Group provides industry-leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. Wherever our markets are active – in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere – PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors.

At PEI we value diverse talent and welcome applications from everyone – regardless of background. We are an equ al opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this.

PEI Group supports flexible working arrangements, and we welcome career returners.

About The Role

PEI Group's Subscriptions organization brings together Account Management, Sales, Client Engagement, and Business Development to drive growth and retention across our data and research products. This team owns the full customer lifecycle — from initial acquisition to onboarding, ongoing engagement, renewal, and expansion — and plays a central role in delivering commercial outcomes and ensuring our brands are seen as essential tools for private market professionals globally.

Position Summary

Owns client onboarding, product adoption, usage optimization, and engagement insights across all Tier accounts. Acts as a key partner to Account Managers and Sales, ensuring clients realize product value, renew with confidence, and generate signals for cross-sell and upsell.

Key Responsibilities

Onboarding & Enablement

• Deliver structured onboarding programs tailored to client tier and product mix.
• Coordinate welcome materials, training sessions, user access, and first-use milestones.
• Track implementation progress and surface blockers or engagement risks early.

Usage Monitoring & Insight Generation

• Monitor client activity across platforms and products using engagement dashboards.
• Identify gaps in usage, feature adoption, or account-level engagement trends.
• Translate insights into actions for AMs and Sales (e.g., expansion, at-risk, advocacy potential).

Lifecycle Engagement Support

• Support QBRs (when necessary) with usage insights, and engagement commentary.
• Join Account Management and Sales on strategic calls to provide product usage context.
• Coordinate across Client Success team for pooled enablement in Tiers.

Risk Management & Retention Signals

• Flag early risk indicators: login drop-off, license underutilization, key contact disengagement.
• Support renewal discussions by validating product value realization.
• Run reports and provide analysis for disengaged accounts, usage drop-offs, or onboarding failures.

Internal Collaboration & Feedback Loop

• Collaborate with Account Managers on renewal risk and expansion readiness.
• Provide Sales with data to inform cross-sell timing and outreach.
• Share structured feedback with Product and Marketing based on client interactions.

About You

Requirements

Although we are keeping direct experience and knowledge requirements to a minimum, we do need you to demonstrate your capabilities in relation to the points listed under essential requirements in the person specification. You should be prepared to discuss illustrations on how your competencies have helped you to achieve positive results.

We are looking for someone who is;

Qualification & Experience

• 1+ years of experience working in a client facing position (or similar)
• Experience in a telephony based role (essential)
• Experience providing client demos and presentations (desired but not essential)
• Previous experience in customer focused positions (essential)
• Must be able to speak English to a professional business standard

Personal Attributes

• Willingness to make several dozen cold calls a day to PEI service users.
• Ability to acquire some knowledge and command of private markets.
• Organisational ability to handle involved-administrative responsibilities.
• Ability to achieve targets and maximise on client opportunities.
• Tenacious and hardworking.

Responsibilities

Client Onboarding:

• Conduct thorough client onboarding sessions to understand their business goals, marketing objectives, and challenges.
• Develop customized client success plans that outline key performance indicators (KPIs), timelines, and deliverables.
• Ensure smooth and efficient project kick-off with the client and internal teams.

Client Relationship Management:

• Serve as the primary point of contact for all client communication.
• Proactively communicate project progress, campaign results, and insights to clients.
• Address client concerns and proactively identify and resolve any issues that may arise.
• Build and maintain strong, trusting relationships with clients through regular communication and proactive engagement.

Client Retention:

• Identify and proactively address any potential client churn risks.
• Conduct regular client satisfaction surveys and gather feedback to improve client experience.
• Gather client feedback and insights to inform product development and service improvements.
• Identify opportunities for upselling and cross-selling additional services to existing clients.

Results

• High client satisfaction scores and positive client testimonials.
• Strong client retention rates and reduced client churn.
• Increased client lifetime value through upselling and cross-selling opportunities.

Requirements

• Bachelor's degree in Business Administration, Marketing, or a related field.
• 3+ years of experience in client success, account management, or a related role within a client-facing environment.
• Proven ability to build and maintain strong client relationships.
• Basic knowledge of marketing required.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving skills with the ability to analyze data and draw actionable insights.

Are you passionate about world-class events, thrive in high-energy environments, and have a flair for managing client success and logistics? If yes is the answer, then we are looking for you

Our client is specialist media company who is looking for a highly organized, proactive, and detail-oriented Event & Client Service Manager to join their team. In this role, you will be provide best customer service to the clients you are working with, coordinate awards programs, judging sessions, exclusive events and more.

Job Responsibilities:

• Manage end-to-end awards entry process
• Coordinate judging days, awards nights & delegate logistics
• Liaise with entrants, sponsors, delegates & suppliers
• Lead production of show elements: AV, staging, trophies, certificates
• Drive entries, table sales, and delegate attendance
• Manage event websites, communications, and temp staff
• Deliver smooth, impactful event experiences from start to finish
• Meeting the revenue targets set for awards entries, table sales and delegates
• Encourage entries, table sales and delegates from the industry
• Calling all winners & finalists via phone to ensure they book tables for the event.

You will have:

• A Bachelor Degree in a related field & prior event and client facing experience
• Strong communication skills
• A self-starter mindset with a "can do" attitude
• Ability to stay calm under pressure & meet tight deadlines
• A team player who takes pride in flawless execution

If you are interested in this role, we would love to hear from you Please send your most up to date CV, and we will be in touch should the role be suitable.

EA License No.: R

Agency License No.: 11C4388

We Are Aspire is acting as an Employment Agency in relation to this vacancy.

1. Administrative Support & Office Operations:

• Provide comprehensive administrative support to management and various departments (e.g., scheduling meetings, preparing reports, managing correspondence).
• Oversee daily office operations to ensure smooth workflow, efficient resource use, and compliance with procedures.
• Maintain and organize company records, files, documentation, and customer interaction logs (CRM system).
• Manage office supplies and equipment procurement, maintaining inventory and cost-effectiveness.
• Assist with other ad-hoc administrative or operational tasks as required.

2. Communication & Collaboration:

• Facilitate effective communication and collaboration between departments.
• Act as a point of contact to promote efficient information flow across the organization.

3. Customer Service:

• Provide excellent customer service and support to existing clients, ensuring high satisfaction and retention.
• Proactively identify and address customer needs and concerns in a timely, professional manner.
• Achieve individual and team-based sales and customer service targets and KPIs.
• Committed to providing exceptional customer service.

4. Event & Project Coordination:

• Assist in organizing corporate events, meetings, training sessions, and manage logistics for successful execution.
• Participate in the actual operation of courses, including rotating shifts if required.
• Collaborate with the marketing team to develop effective sales and customer service strategies.

5. Continuous Improvement & Industry Awareness:

• Stay up-to-date on company products/services, industry trends, and competitor offerings.

• Higher diploma or above in Business Administration, Management, or a related field (fresh graduates welcomed).
• 1-3 years of experience in sales, customer service, or a client-facing role.
• Excellent written and verbal communication and interpersonal skills.
• Strong organizational, multitasking, problem-solving, and critical thinking abilities.
• Proficiency in CRM software, Microsoft Office Suite, and other relevant software.
• Attention to detail and commitment to exceptional customer service.
• Ability to work independently and collaboratively in a team environment.
• Proactive, detail-oriented, and organized.
• Willingness to work in shifts.
• Familiarity with the forex market/algorithmic trading is preferred.

工作地點:香港(市區辦公室)

職位類型:全職/兼職

歡迎應屆畢業生 / 轉職人士/高才優才IANG | 粵語/普通話為主

薪金:每月 HK$30,000 – HK$ 40,000 + 表現獎金

你是否正在尋找一份以人為本、穩定發展、又能提升溝通能力的工作?Today's Plus 正在招聘熱情、有責任心的客戶關係經理加入團隊無論你是剛畢業,還是正在尋找新機會,我們都提供完善在職培訓,讓你快速上手。

加入我們成為 Customer Relations Manager 客戶關係經理,你將成為公司與客戶之間的重要橋樑,提供貼心支援,解答查詢,協助處理簡單文件和跟進服務流程, 並且擁有一個廣闊的晉升空間和工作前景。無需經驗,我們會提供完善在職培訓與團隊支援。

• 回應客戶的查詢(電話/電郵/即時訊息)
• 協助提供服務方案及處理後續跟進
• 更新及管理客戶資料
• 與團隊協作,優化客戶體驗
• 提供合適的理財建議去滿足客戶的需求

• 大專或以上學歷,學科不限
• 有責任感,樂於與人互動
• 良好溝通技巧及基本電腦操作能力
• 懂廣東話,懂英語或普通話為佳
• 歡迎應屆畢業生,高才優才,IANG 及無經驗人士申請

• 穩定底薪 + 表現獎金 + 年終獎賞
• Hybrid辦公時間(四天工作时间)
• 彈性文化與良好團隊氣氛
• 專業在職培訓及晉升機會,每年兩次海外會議培訓機會
• 辦公室提供零食與茶水,舒適工作環境
• 員工活動、定期團隊聚會與內部獎勵計劃

即申請

如果你熱愛與人溝通,想在專業又有溫度的團隊中發展自己,歡迎立即申請此職位。

Are you looking for a people-oriented role with long-term stability and a chance to sharpen your communication skills?

Join us as a Client Relations Manager, where you'll play a vital role as the bridge between the company and our clients. You'll provide thoughtful support, handle general inquiries, assist with documentation, and ensure a smooth service experience. No experience required — we offer full on-the-job training and strong team support to help you succeed.

• Respond to client inquiries via phone, email, or instant messaging
• Provide basic service advice and assist with follow-ups
• Maintain and update client records in the system
• Work closely with the team to enhance overall client experience
• Provide suitable financial advises to satisfy clients' needs

• Holders of a Diploma or above (any discipline)
• Responsible, proactive, and enjoy interacting with people
• Possess good communication skills and basic computer knowledge
• Fluent in Cantonese; English and Mandarin are an advantage
• Open to fresh graduates or candidates without prior experience

• Competitive base salary + performance bonus + year-end incentive
• Hybrid working model (4-day office week)
• Supportive, flexible, and people-first team culture
• Full professional training and clear promotion pathway
• Comfortable office environment with free snacks and drinks
• Regular team gatherings, company activities, and internal recognition rewards

Ready to Apply?

If you enjoy meaningful work, a collaborative team, and helping people every day — this might be the right fit for you.

CLP was founded in Hong Kong in 1901, at a time when electricity was still a novelty worldwide. Today we power millions of homes and businesses across the Asia-Pacific region with over 8,000 employees. In Hong Kong, we operate a vertically integrated electricity business providing a highly reliable supply of electricity to over 80% of the city's population. Outside Hong Kong, we invest in the energy sector on the Chinese Mainland, in Australia, India, Taiwan Region and Thailand. Our business spans the electricity value chain ranging from power generation, transmission and distribution to retail and smart energy services. We have a diversified portfolio of generating assets that uses a wide range of fuels sources including nuclear, renewables, gas and coal. To meet the evolving needs of energy users in a world being reshaped by decarbonisation and digitalisation, we strive to embrace new opportunities and expand our horizons as we fulfil our purpose to Power Brighter Tomorrows.

Applications are now invited to fill the following vacancy in the Customer Experience Department of our Customer Success & Experience Business Group (CSE). Reporting to the Customer Relations Manager, the candidate is required to carry out major duties as follows:

Major Duties:

Provide responsive, efficient, caring and cost effective hotline services to customers

Proactively provide cross-sells or up-sells services or products to customers

Follow up closely with customers to ensure timely services delivery of services and response

Participate in reviewing operating procedures and provide input on maximizing efficiency through work simplification, streamlining and automation of workflow

Handle administrative and other duties whenever required

Shift duty is a must

Requirements:

A recognized degree / associated degree / high diploma in business or related discipline(s) with at least 2 years' Customer Services experience; or A minimum of 6 years working experience in customer service for secondary school graduate with 5 subjects passed in HKCEE including English (Syllabus B) and Chinese, or in HKDSE including English and Chinese. Less experience will be considered with lower grade

Proficiency in spoken Cantonese, English and Putonghua

Willing to rotate to different business units to broaden job competencies

Good interpersonal and presentation skills, and able to work independently

Ability or experience in mastering the on-screen control panel while communicating with customers

Perform rotating duties (two shifts or three shifts) when required

Required to work overtime outside the normal working hours if requested by the Company

Candidates with varying levels of experience will be considered for senior or junior positions accordingly

Please apply by clicking the button " Apply" for application giving a detailed C.V., including career history, current and expected salary, major achievements and personal attributes.

Information provided will be for recruitment purpose within the CLP Group and only short-listed candidates will be contacted. We comply with all applicable laws and regulations of HKSAR in handling applications. For details of the Personal Information Collection Statement, please visit our website:

For further information on our company, please visit our website:

(本項職位空缺只備英文版本)

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