233 Service Specialist jobs in Hong Kong

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Direct message the job poster from Avenir Group

Talent Acquisition and Operation @ Avenir Group | HKUST Bsc. | Fintech | Web3 | HR Strategy and Operations

Job Responsibilities:

• Manage post-trade operations for the trading platform , including processing refunds , resolving order disputes , addressing user complaints , troubleshooting account issues , and handling related customer inquiries.
• Respond to and resolve customer concerns regarding transactions promptly and professionally to ensure high satisfaction.
• Collaborate with risk control, finance, and tech teams to optimize refund and dispute resolution processes.
• Monitor and troubleshoot transaction anomalies (e.g., failed payments, delayed settlements) and escalate when necessary.
• Analyze user feedback and recurring issues to propose product improvements and reduce complaint rates.
• Ensure all operations comply with platform policies and regulatory requirements.

Requirements:

• 3+ years of experience in customer support/operations at a cryptocurrency exchange or fintech platform , with knowledge of trading, deposits/withdrawals, and refund processes.
• Strong risk awareness and integrity , with a commitment to protecting user data and platform security.
• Excellent communication and problem-solving skills, able to balance user needs with platform rules.
• Logical thinker, adept at multitasking, and comfortable working with data to identify trends.
• Adaptable to a fast-paced environment.
• Basic blockchain knowledge or prior experience in payments is a plus.

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Customer Service

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Wan Chai District, Hong Kong SAR 2 weeks ago

Customer Service Advisor - Full-time (Central Store)

Central, Hong Kong SAR HK$17,000.00-HK$1,000.00 1 week ago

Customer Service Representative (Hotline) Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK) Order and Operation Assistant (Luxury watch, Swiss based) Client Relationship Officer | Fintech | Hong Kong

Central, Hong Kong SAR HK 300,000.00-HK 360,000.00 2 weeks ago

Membership Services Assistant - Hotline (1 year temp) Senior Customer Service and Data Management Manager (up to 70k, leading brokerage firm) Digital Service Officer (12-month Renewable Contract)

Central & Western District, Hong Kong SAR 1 week ago

Manager/ Associate Manager, Retail Banking Services (Account Opening and Customer Due Diligence Team)

Southern District, Hong Kong SAR 1 week ago

Client Service Representative (Japanese Speaking) - 5-day office hour work / Global Company Assistant Account Manager (Employee Benefits) Client Account Manager - Global Family and Institutional Wealth Senior Account Manager (IT Solutions, Cybersecurity, Cloud) Technical Account Manager - Data Delivery Account Manager - Asset Management & Hedge Funds - Back to Base Account Manager - Asset Management and Hedge Funds Product Manager, Account Onboarding and Management Customer Service Officer, Multiple Openings!

Wan Chai District, Hong Kong SAR 4 months ago

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Join to apply for the Corporate Client Service, Specialist role at AIA Hong Kong and Macau

1 week ago Be among the first 25 applicants

Join to apply for the Corporate Client Service, Specialist role at AIA Hong Kong and Macau

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At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About The Role

Lead and manage team(s) under EB insurance to meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards

Roles And Responsibilities

• Provide satisfactory customer service and administration services to the assigned portfolio
• Oversee, customer services and daily operations for the assigned portfolio/distribution channel
• Conduct client visits, presentations and members’ briefings and handle clients’ enquires and complaints
• Review all form of clients communication materials including but not limiting to letters, reports, statements and presentation materials
• Monitor client retention and service-to-sales activities such as operation support on up-selling retail products/promoting our client retention programs etc
• Ensure achievement of client retention and service-to-sales targets
• Maintain close client relationship and take precautionary measures whenever necessary to retain the portfolio
• Closely monitor the database/reports/queues/system that are used for measuring the benchmark and ensure they are properly updated and completed within service timeline.
• Develop control procedures on any risk areas identified and to provide expertise and technical advice to team members
• On-time identification of errors, delays or any other problems, with subsequent diagnosis & resolution via corrective and /or preventive measures
• Work as a change agent and take the initiative to introduce or facilitate changes in policies and procedures
• Assist team members in prioritizing tasks and provide clear direction to team members when they meet problems
• Provide support to superior in coaching and supervising staff towards client-focused and seeks continuous improvement
• Manage and motivate staff to enhance competencies and performance
• Coach and mentor team members for staff development
• Coordinate and monitor CCS team’s initiatives/activities
• Act as a module owner to lead projects
• Perform any other duties and projects as assigned
  
  
  

Requirements

• University graduate is preferred with minimum 6 – 7 years customer services/operations experience of which 1 – 2 years in supervisory positions
• Good knowledge on group insurance operation flow and group insurance products
• Self-motivated and customer orientated
• Must be a team player
• Detail oriented
• Good communication and interpersonal skills
• Outgoing personality with good presentation skills
• Good time management and organization skills
• Good staff coaching and supervisory skills
• Good PC skills
• Proficient in both spoken and written Chinese and English
  
  
  

Others

• You are preferred to obtain the license of Insurance Authority (IA) (Paper 1, 2, and 3) or Mandatory Provident Fund Schemes Authority (MPFA) (Paper 4)
• You are required to acquire the relevant license(s) if your job involves regulated activities
  
  
  

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Other
• Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

Get notified about new Client Services Representative jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week ago

Client Service Specialist, Consumer Banking

Kowloon City District, Hong Kong SAR 1 week ago

Officer to Senior Officer, Customer Information Operation Client Onboarding Specialist - Hong Kong Guest Relations Officer / Assistant Guest Relations Officer Administration Officer, Asia (contractor) Client Onboarding Specialist - Hong Kong Client Service Specialist | Multi-Family Office, Central | HK$30-40K

Central & Western District, Hong Kong SAR 17 hours ago

Associate / Senior Associate - Client Services Representative

Central & Western District, Hong Kong SAR 18 hours ago

CRIU Analyst (Client Review and Investigation)

Kowloon City District, Hong Kong SAR 1 week ago

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Join to apply for the Corporate Client Service, Specialist role at AIA Hong Kong and Macau

1 week ago Be among the first 25 applicants

Join to apply for the Corporate Client Service, Specialist role at AIA Hong Kong and Macau

Get AI-powered advice on this job and more exclusive features.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.
Sound like you? Then read on.
About The Role
Lead and manage team(s) under EB insurance to meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards
Roles And Responsibilities

• Provide satisfactory customer service and administration services to the assigned portfolio
• Oversee, customer services and daily operations for the assigned portfolio/distribution channel
• Conduct client visits, presentations and members’ briefings and handle clients’ enquires and complaints
• Review all form of clients communication materials including but not limiting to letters, reports, statements and presentation materials
• Monitor client retention and service-to-sales activities such as operation support on up-selling retail products/promoting our client retention programs etc
• Ensure achievement of client retention and service-to-sales targets
• Maintain close client relationship and take precautionary measures whenever necessary to retain the portfolio
• Closely monitor the database/reports/queues/system that are used for measuring the benchmark and ensure they are properly updated and completed within service timeline.
• Develop control procedures on any risk areas identified and to provide expertise and technical advice to team members
• On-time identification of errors, delays or any other problems, with subsequent diagnosis & resolution via corrective and /or preventive measures
• Work as a change agent and take the initiative to introduce or facilitate changes in policies and procedures
• Assist team members in prioritizing tasks and provide clear direction to team members when they meet problems
• Provide support to superior in coaching and supervising staff towards client-focused and seeks continuous improvement
• Manage and motivate staff to enhance competencies and performance
• Coach and mentor team members for staff development
• Coordinate and monitor CCS team’s initiatives/activities
• Act as a module owner to lead projects
• Perform any other duties and projects as assigned
  

Requirements

• University graduate is preferred with minimum 6 – 7 years customer services/operations experience of which 1 – 2 years in supervisory positions
• Good knowledge on group insurance operation flow and group insurance products
• Self-motivated and customer orientated
• Must be a team player
• Detail oriented
• Good communication and interpersonal skills
• Outgoing personality with good presentation skills
• Good time management and organization skills
• Good staff coaching and supervisory skills
• Good PC skills
• Proficient in both spoken and written Chinese and English
  

Others

• You are preferred to obtain the license of Insurance Authority (IA) (Paper 1, 2, and 3) or Mandatory Provident Fund Schemes Authority (MPFA) (Paper 4)
• You are required to acquire the relevant license(s) if your job involves regulated activities
  

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date. Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Other
• Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

Get notified about new Client Services Representative jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week ago

Client Service Specialist, Consumer Banking

Kowloon City District, Hong Kong SAR 1 week ago

Officer to Senior Officer, Customer Information Operation Client Onboarding Specialist - Hong Kong Guest Relations Officer / Assistant Guest Relations Officer Administration Officer, Asia (contractor) Client Onboarding Specialist - Hong Kong Client Service Specialist | Multi-Family Office, Central | HK$30-40K

Central & Western District, Hong Kong SAR 17 hours ago

Associate / Senior Associate - Client Services Representative

Central & Western District, Hong Kong SAR 18 hours ago

CRIU Analyst (Client Review and Investigation)

Kowloon City District, Hong Kong SAR 1 week ago

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Operation Service Specialist - Campus FY25 Operation Service Specialist - Campus FY25

Get AI-powered advice on this job and more exclusive features.

Antalpha is a next-generation financial services platform backed by deep-rooted technology expertise. We specialize in digital asset infrastructure for institutions, offering tailored solutions in lending, liquidity, treasury, asset management, and compliance.

With headquarters in Singapore and growing teams in Hong Kong, we serve clients around the world who are building on the Bitcoin ecosystem and beyond. Our vision is to make institutional crypto finance secure, scalable, and strategic.

At Antalpha, early talent isn’t just welcomed — it’s empowered . As a campus hire, you’ll work shoulder-to-shoulder with industry professionals on cross-functional projects that drive real business outcomes. We’re small enough for your voice to be heard, but sizable enough for your work to make an impact.

• Responsible for the customer account opening process, including the initial review of customer information and system entry to ensure that the information is complete and accurate
• Work closely with compliance, legal and other relevant departments to promote efficient and compliant account opening process
• Regularly update customer information, maintain files, organize internal service records, and provide support for follow-up services and audits
• Assist the team to complete other related tasks assigned by the supervisor
• Must have experience in account opening/customer service, and be familiar with the customer service process of banks, securities firms or financial platforms is preferred
• Understand basic KYC / AML (anti-money laundering) compliance requirements and have preliminary risk identification awareness
• Have good communication skills, strong service awareness, and be able to handle customer files and information carefully
• Proficient in using office software, CRM or customer management system, and have good file management and archiving habits
• Have a sense of responsibility, adapt to a fast-paced working environment, have a team spirit, and be willing to continue learning and improving

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Finance, Other, and Analyst

Referrals increase your chances of interviewing at Antalpha by 2x

Get notified about new Operational Specialist jobs in Hong Kong, Hong Kong SAR .

Banking Operations Associate (Hong Kong) Administration Officer, Asia (contractor) Business Operations Associate (Campus 2025)

Eastern District, Hong Kong SAR 2 days ago

Settlement Assistant Manager / Manager (Operations Department) Manager, Settlement Officer, Clearing and Operation Department

Wan Chai District, Hong Kong SAR 5 days ago

Associate Director, Operational Change Management, Operations Administrator - KYC / CDD | Client support Reception/Facilities Coordinator Prestigious Global Investment Management Firm - (1-year renewable contract role) – pays up to HKD30k Operations Business Transformation, Director / Associate Director OFFICER, Specialist, Operations, Sec Svcs-Custody Svcs, Corporate Banking Management Associate - Compliance & Fund Operations

Central & Western District, Hong Kong SAR 1 week ago

Operations Support, Principal Investment Management Associate - KYC/CDD Quality Assurance Operations & SME (MJ005703)

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Client Service Specialist, Consumer Banking

Citi Kowloon City District, Hong Kong SAR

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Join to apply for the Client Service Specialist, Consumer Banking role at Citi

Client Service Specialist, Consumer Banking

Citi Kowloon City District, Hong Kong SAR

Join to apply for the Client Service Specialist, Consumer Banking role at Citi

Get AI-powered advice on this job and more exclusive features.

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

Citigold clients have a dedicated team, complimentary financial planning, world-class investing capabilities, preferred pricing on select products and exclusive travel and lifestyle benefits. Citigold Private Client (CPC), the highest tier of banking at Citibank, is for clients with more than $1 million and offers an elevated financial relationship with a higher level of service and wealth management.

We’re currently looking for a high caliber professional to join our team as Officer, Client Service Specialist, - Onsite (Internal Job Title: Client Service Specialist - C05 ) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
  
  

In this role, you’re expected to:

The Service Specialist ensures an excellent level of customer service in order to achieve their full satisfaction, managing the resources of the Branch, seeking to generate from the arrival of the client to the branch "Exceptional Experiences".

• Coordinate the application of the Attention and Operation Model in Branch
• Promote the products / Services of the Institution in the clients' yard and intensify with the clients the promotion to make the use of self-service means.
• Coordinate adequately the material resources and the employees of the Branch.
• Efficiently contribute with the control and security functions with the personnel designated as responsible for this function.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, processing incoming/outgoing cash deposits
  
  

As a successful candidate, you’d ideally have the following skills and exposure:

• Bachelor's/University degree or equivalent experience
• Experience in customer service, sales and/or referencing in branches
• Consistently demonstrates clear and concise written and verbal communication
• Able to build connection between our digital platform and our clients
• Remodeling our clients banking behavior in embracing digitization
  
  

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

---

Job Family Group:

Private Client Coverage

---

Job Family:

Client Services

---

Time Type:

Full time

---

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the "EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Other
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Get notified about new Client Services Representative jobs in Kowloon City District, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 2 weeks ago

Officer to Senior Officer, Customer Information Operation Client Onboarding Specialist - Hong Kong FHS HK Business Support Officer (H/F) - AIRBUS CHINA LIMITED

Kwun Tong District, Hong Kong SAR 5 days ago

Guest Relations Officer / Assistant Guest Relations Officer Community Associate (Customer Service, Events and Sales) Client Onboarding Specialist - Hong Kong Client Service Specialist | Multi-Family Office, Central | HK$30-40K Assistant Manager, Client Outreach and Coordination

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.
**Shape your Career with Citi**
Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
Citigold clients have a dedicated team, complimentary financial planning, world-class investing capabilities, preferred pricing on select products and exclusive travel and lifestyle benefits. Citigold Private Client (CPC), the highest tier of banking at Citibank, is for clients with more than $1 million and offers an elevated financial relationship with a higher level of service and wealth management.
We're currently looking for a high caliber professional to join our team as **Officer, Client Service Specialist, - Onsite** (Internal Job Title: Client Service Specialist - **C05** ) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
+ We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
**In this role, you're expected to:**
The Service Specialist ensures an excellent level of customer service in order to achieve their full satisfaction, managing the resources of the Branch, seeking to generate from the arrival of the client to the branch "Exceptional Experiences".
+ Coordinate the application of the Attention and Operation Model in Branch
+ Promote the products / Services of the Institution in the clients' yard and intensify with the clients the promotion to make the use of self-service means.
+ Coordinate adequately the material resources and the employees of the Branch.
+ Efficiently contribute with the control and security functions with the personnel designated as responsible for this function.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
+ Perform efficient and accurate banking transactions including, managing cash supply for the branch, processing incoming/outgoing cash deposits
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ Bachelor's/University degree or equivalent experience
+ Experience in customer service, sales and/or referencing in branches
+ Consistently demonstrates clear and concise written and verbal communication
+ Able to build connection between our digital platform and our clients
+ Remodeling our clients banking behavior in embracing digitization
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
**Take the next step in your career, apply for this role at Citi today**
_ Family Group:**
Private Client Coverage
---
**Job Family:**
Client Services
---
**Time Type:**
Full time
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Operation Service Specialist - Campus FY25 Operation Service Specialist - Campus FY25

Get AI-powered advice on this job and more exclusive features.

Antalpha is a next-generation financial services platform backed by deep-rooted technology expertise. We specialize in digital asset infrastructure for institutions, offering tailored solutions in lending, liquidity, treasury, asset management, and compliance.

With headquarters in Singapore and growing teams in Hong Kong, we serve clients around the world who are building on the Bitcoin ecosystem and beyond. Our vision is to make institutional crypto finance secure, scalable, and strategic.

At Antalpha, early talent isn’t just welcomed — it’s empowered . As a campus hire, you’ll work shoulder-to-shoulder with industry professionals on cross-functional projects that drive real business outcomes. We’re small enough for your voice to be heard, but sizable enough for your work to make an impact.

• Responsible for the customer account opening process, including the initial review of customer information and system entry to ensure that the information is complete and accurate
• Work closely with compliance, legal and other relevant departments to promote efficient and compliant account opening process
• Regularly update customer information, maintain files, organize internal service records, and provide support for follow-up services and audits
• Assist the team to complete other related tasks assigned by the supervisor
• Must have experience in account opening/customer service, and be familiar with the customer service process of banks, securities firms or financial platforms is preferred
• Understand basic KYC / AML (anti-money laundering) compliance requirements and have preliminary risk identification awareness
• Have good communication skills, strong service awareness, and be able to handle customer files and information carefully
• Proficient in using office software, CRM or customer management system, and have good file management and archiving habits
• Have a sense of responsibility, adapt to a fast-paced working environment, have a team spirit, and be willing to continue learning and improving

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Finance, Other, and Analyst

Referrals increase your chances of interviewing at Antalpha by 2x

Get notified about new Operational Specialist jobs in Hong Kong, Hong Kong SAR .

Banking Operations Associate (Hong Kong) Administration Officer, Asia (contractor) Business Operations Associate (Campus 2025)

Eastern District, Hong Kong SAR 2 days ago

Settlement Assistant Manager / Manager (Operations Department) Manager, Settlement Officer, Clearing and Operation Department

Wan Chai District, Hong Kong SAR 5 days ago

Associate Director, Operational Change Management, Operations Administrator - KYC / CDD | Client support Reception/Facilities Coordinator Prestigious Global Investment Management Firm - (1-year renewable contract role) – pays up to HKD30k Operations Business Transformation, Director / Associate Director OFFICER, Specialist, Operations, Sec Svcs-Custody Svcs, Corporate Banking Management Associate - Compliance & Fund Operations

Central & Western District, Hong Kong SAR 1 week ago

Operations Support, Principal Investment Management Associate - KYC/CDD Quality Assurance Operations & SME (MJ005703)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Client Service Specialist, Consumer Banking

Citi Kowloon City District, Hong Kong SAR

Join or sign in to find your next job

Join to apply for the Client Service Specialist, Consumer Banking role at Citi

Client Service Specialist, Consumer Banking

Citi Kowloon City District, Hong Kong SAR

Join to apply for the Client Service Specialist, Consumer Banking role at Citi

Get AI-powered advice on this job and more exclusive features.

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.
Shape your Career with Citi
Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
Citigold clients have a dedicated team, complimentary financial planning, world-class investing capabilities, preferred pricing on select products and exclusive travel and lifestyle benefits. Citigold Private Client (CPC), the highest tier of banking at Citibank, is for clients with more than $1 million and offers an elevated financial relationship with a higher level of service and wealth management.
We’re currently looking for a high caliber professional to join our team as Officer, Client Service Specialist, - Onsite (Internal Job Title: Client Service Specialist - C05 ) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
  

In this role, you’re expected to:
The Service Specialist ensures an excellent level of customer service in order to achieve their full satisfaction, managing the resources of the Branch, seeking to generate from the arrival of the client to the branch "Exceptional Experiences".

• Coordinate the application of the Attention and Operation Model in Branch
• Promote the products / Services of the Institution in the clients' yard and intensify with the clients the promotion to make the use of self-service means.
• Coordinate adequately the material resources and the employees of the Branch.
• Efficiently contribute with the control and security functions with the personnel designated as responsible for this function.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, processing incoming/outgoing cash deposits
  

As a successful candidate, you’d ideally have the following skills and exposure:

• Bachelor's/University degree or equivalent experience
• Experience in customer service, sales and/or referencing in branches
• Consistently demonstrates clear and concise written and verbal communication
• Able to build connection between our digital platform and our clients
• Remodeling our clients banking behavior in embracing digitization
  

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Take the next step in your career, apply for this role at Citi today
Family Group:
Private Client Coverage
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Job Family:
Client Services
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Time Type:
Full time
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View the "EEO is the Law " poster. View the EEO is the Law Supplement .
View the EEO Policy Statement .
View the Pay Transparency Posting Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Other
• Industries Banking, Financial Services, and Investment Banking

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Client Service Specialist | Multi-Family Office, Central | HK$30-40K Client Service Specialist | Multi-Family Office, Central | HK$30-40K

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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 client accounts and investment portfolios for UHNW clients, ensuring accuracy, timeliness, and compliance.
• Conduct client onboarding, KYC, due diligence, and regular account reviews to meet regulatory and internal standards.
• Execute various banking and investment transactions, including equities, fixed income, FX, derivatives, and alternative investments.
• Perform pre-trade suitability checks, trade booking, settlement, and margin monitoring.
• Handle asset transfers, client inquiries, feedback, and ad hoc requests efficiently.
• Maintain updated client databases and documentation with high data integrity and confidentiality.
• Support preparation of reports, presentations, and assist with client meetings and travel arrangements.
• Coordinate with internal teams and external service providers to ensure smooth client service delivery.
• Ensure compliance with Securities and Futures Commission regulations related to licensed activities.
• Support regulatory reporting, risk assessments, transaction monitoring, and process improvement initiatives.
• Foster strong relationships with clients, regulators, and stakeholders.
• Undertake special projects and tasks as assigned by senior management.

Job Requirements:

• Bachelor’s 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 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 Kong’s 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 or apply directly. Please note that only shortlisted applicants will be contacted.

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Consulting, Product Management, and Research
• Industries Financial Services, Investment Management, and Banking

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