78 Support Representative jobs in Hong Kong

Client Service Executive

Chubb

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Job Description

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1 week ago Be among the first 25 applicants

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  • Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
  • Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
  • Handle enquiries from other countries or territories or external parties for multinational insurance program
  • Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
  • Monitor the team’s performance to ensure the service standard could be matched
  • Communicate with brokers and other external parties
  • Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
  • Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
  • Support Inwards team when required from drafting local policy to premium settlement
  • Incidental work that may be required to be completed that may be outside the scope to day to day work requirements

Responsibilities

JOB DESCRIPTION

  • Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
  • Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
  • Handle enquiries from other countries or territories or external parties for multinational insurance program
  • Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
  • Monitor the team’s performance to ensure the service standard could be matched
  • Communicate with brokers and other external parties
  • Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
  • Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
  • Support Inwards team when required from drafting local policy to premium settlement
  • Incidental work that may be required to be completed that may be outside the scope to day to day work requirements

Requirements

QUALIFICATIONS

  • Bachelor degree in any discipline, major in Accounting is an advantage
  • 1-2 years of work experience in policy administration or accounting
  • Conscientious, with strong attention to detail and sense of accuracy
  • Good command in both spoken and written English and Cantonese
  • Proactive, independent, self-motivated, self-discipline and strong interpersonal skills
  • PC literate in MS Word, Excel and Access
Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Marketing and Sales
  • Industries Insurance

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Senior Customer Service Officer - FMCG/Consumer Officer, Contact Center Customer Service

Kowloon City District, Hong Kong SAR 1 week ago

Client Relationship Officer | Fintech | Hong Kong

Central, Hong Kong SAR HK$300,000.00-HK$360,000.00 1 day ago

Enterprise Client Success Executive- Hong Kong Customer Care Advisor (English Speaking) Customer Services Officer(Complaints & Enquiries) Community Associate (Customer Service, Events and Sales Customer Care Representative (Digital & Feedback)

Sha Tin District, Hong Kong SAR 2 weeks ago

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Client Service Executive

Hong Kong, Hong Kong Chubb

Posted 12 days ago

Job Viewed

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Job Description

Join to apply for the Client Service Executive role at Chubb

1 week ago Be among the first 25 applicants

Join to apply for the Client Service Executive role at Chubb

  • Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
  • Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
  • Handle enquiries from other countries or territories or external parties for multinational insurance program
  • Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
  • Monitor the team’s performance to ensure the service standard could be matched
  • Communicate with brokers and other external parties
  • Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
  • Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
  • Support Inwards team when required from drafting local policy to premium settlement
  • Incidental work that may be required to be completed that may be outside the scope to day to day work requirements
Responsibilities
JOB DESCRIPTION
  • Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation
  • Managing end to end process from requirements collection, implementation instruction till policies issuance and premiums transaction
  • Handle enquiries from other countries or territories or external parties for multinational insurance program
  • Work closely with Global Client Executive’s and underwriters to deliver agreed client service standards
  • Monitor the team’s performance to ensure the service standard could be matched
  • Communicate with brokers and other external parties
  • Work closely with other Chubb offices and network partners, credit control and other departments to ensure resolution of accounting and processing problems
  • Assist where required with ongoing projects that are identified throughout a given year for better improvement to the Global Services Department
  • Support Inwards team when required from drafting local policy to premium settlement
  • Incidental work that may be required to be completed that may be outside the scope to day to day work requirements
Requirements
QUALIFICATIONS
  • Bachelor degree in any discipline, major in Accounting is an advantage
  • 1-2 years of work experience in policy administration or accounting
  • Conscientious, with strong attention to detail and sense of accuracy
  • Good command in both spoken and written English and Cantonese
  • Proactive, independent, self-motivated, self-discipline and strong interpersonal skills
  • PC literate in MS Word, Excel and Access
Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Marketing and Sales
  • Industries Insurance

Referrals increase your chances of interviewing at Chubb by 2x

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

Senior Customer Service Officer - FMCG/Consumer Officer, Contact Center Customer Service

Kowloon City District, Hong Kong SAR 1 week ago

Client Relationship Officer | Fintech | Hong Kong

Central, Hong Kong SAR HK$300,000.00-HK$360,000.00 1 day ago

Enterprise Client Success Executive- Hong Kong Customer Care Advisor (English Speaking) Customer Services Officer(Complaints & Enquiries) Community Associate (Customer Service, Events and Sales Customer Care Representative (Digital & Feedback)

Sha Tin District, Hong Kong SAR 2 weeks ago

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Corporate Client Service, Specialist

AIA Hong Kong and Macau

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Job Description

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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Specialist, Client Service Delivery

Sun Life

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Job Description

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4 days ago Be among the first 25 applicants

Join to apply for the Specialist, Client Service Delivery role at Sun Life

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Manage the daily floor operations of call center and supervise hotline team to achieve set target both on quality & productivity. Work with client complaint team to manage client complaint handling and provide input for service improvement and risk avoidance.

Responsibilities

  • Responsible for ensuring that all Client Services activity is managed within agreed service level and turn-around-time (TAT) and to a high standard of service quality.
  • Deliver quality client service and handle enquires or complaints through letters, telephone calls and emails, meeting targets set for speed, accuracy, quality, clarify and empathy, with minimal supervision.
  • Act as a key contact point for both internal and external customers and provide day-to-day administrative supports
  • At all times taking full ownership of any issues and enquiries.
  • Collect feedback and reflect customer needs and expectations to the Company.
  • Reviews reports and discusses team performance, achievements and opportunities with CS Manager and department head
  • Acts as a trainer in client service staff training, shares experiences on complicated inquiries/complaints and offers solutions to eliminate future calls
  • Back up correspondence activities during peak periods and recommends work schedule and staffing
  • Perform ad-hoc projects as required

Requirements

  • University graduated in any discipline with IA license in paper 1, 3 & 5 pass
  • At least 5 years in Client Service of which 2 – 3 years are at supervisory level with good knowledge in insurance industry
  • Good knowledge of insurance and financial services
  • Competent knowledge in customer service functions
  • In-depth knowledge of insurance principles and terminology
  • Competent PC knowledge, includes Excel, Word, PowerPoint and Access and Chinese Word Processing
  • Good spoken of English and Mandarin
  • Senior offer to be offered for less experienced candidate

We offer attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Customer Service / Operations

Posting End Date:

29/09/2025

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Financial Services and Insurance

Referrals increase your chances of interviewing at Sun Life by 2x

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

Client Service Specialist, Consumer Banking

Kowloon City District, Hong Kong SAR 1 week ago

Community Associate (Customer Service, Events and Sales) Assistant Officer (Career Center) (Job ID: 10890) Assistant Officer (URAO) (Job ID: 10832)

Kowloon City District, Hong Kong SAR 1 week ago

Assistant Academic Service Officer (REG) - (25001KX) Business Associate (Business Development & Client Success)

Kowloon City District, Hong Kong SAR 2 months ago

Kowloon City District, Hong Kong SAR 6 months ago

Kwun Tong District, Hong Kong SAR 3 months ago

Senior Officer, Agency Reporting (12 months' contract)

Kwun Tong District, Hong Kong SAR 4 days ago

Administration Officer (PAO) - (25001O7) Japanese speaking Customer Service and Admin (Part-time)

Kwun Tong District, Hong Kong SAR 10 months ago

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Client Service Operations Analyst

Finsight Group Inc (FINSIGHT)

Posted 20 days ago

Job Viewed

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Job Description

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Click the "Apply" button above or follow this link to review and respond to our questionnaire:

Link to the questionnaire

ABOUT FINSIGHT

FINSIGHT ( creates high-reliability financial technology that provides unparalleled visibility and actionable insights into capital markets. Our applications streamline workflows that facilitate hundreds of billions of dollars worth of capital markets activity annually for all the major investment banks and many of the world's largest global corporations. We are headquartered in New York City with offices in London, Singapore, Kyiv, Hong Kong, Miami and Manila.

We are a friendly, close-knit team of motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients.

ROLE OVERVIEW

We are expanding our operations in Hong Kong and are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and sales).

Responsibilities will include:

  • Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
  • Facilitating communication among internal and external stakeholders
  • Recording and editing corporate media presentations using audio and video editing software (Audacity and Adobe Premiere)
  • Coordinating business conference calls and live web events
  • Industry research, data entry and data verification
  • Client onboarding and product training
  • Application testing and quality assurance to identify and report any issues or bugs
  • Preparing and maintaining operational procedures to facilitate service and support
  • Soliciting and internally communicating client feedback

What you will learn / reinforce in this role:

  • How to deliver exceptional internal and external support on a consistent basis
  • Strong time management practices
  • Clear and concise written and verbal communication
  • The ins-and-outs of running a software services company
  • How to use audio and video editing software (Audacity and Adobe Premiere)
  • Basics of capital markets (ie “Wall Street”)

REQUIREMENTS

Hard Skills / Experience

  • English - Native or Bilingual
  • 1–2 years of experience in a client-facing or professional services role (strongly preferred)
  • Adept with computers and related technologies, including software applications, internal systems, and productivity suites (e.g., Microsoft Office and Google Workspace)
  • Proficiency in locating, analyzing and verifying information using advanced online research techniques (i.e., knowing how to find things online beyond simply “Googling it”)
  • Exceptional interpersonal and customer service skills, consistently exceeding expectations through active listening, understanding client needs and delivering thoughtful, timely responses

Soft Skills / Experience

  • Demonstrated critical thinking and problem-solving a bilities: Skilled at analyzing complex, nuanced client inquiries and drawing informed conclusions to develop tailored, client-centric solutions
  • Attention to detail with strong project managemen t skills: Capable of managing multiple priorities simultaneously, balancing deliverables and deadlines without compromising quality
  • Proactive and solutions-oriented: A self-starter who thrives in high-touch client environments, confidently navigating impromptu challenges and offering thoughtful resolutions with minimal oversight
  • Strong time management and execution skills: Demonstrates the ability to stay organized, meet deadlines, and follow through consistently in a dynamic, fast-paced setting
  • Clear and effective communicator: Communicates with clarity and confidence, both in writing and verbally, ensuring alignment both internally and externally
  • Positive attitude and coach-ability: Embraces feedback, is eager to learn, and approaches collaboration with an open mindset
  • Highly reliable and trustworthy: Maintains professionalism, discretion, and consistency, earning the trust of clients and colleagues alike.

SHIFT AVAILABILITY

  • 7AM to 4PM HKT, Monday to Friday

COMPENSATION

  • Base Salary: $61,500-$64,000 USD annually

BENEFITS

  • 3 weeks of paid vacation; 1 week of paid sick leave
  • Comprehensive medical and dental insurance
  • Fully stocked snack room
  • Company provided laptop
  • Regular team outings

LOCATION

  • Note: We are moving our office to Admiralty in 2025

*This is an in-office position

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service
  • Industries Capital Markets and Financial Services

Referrals increase your chances of interviewing at Finsight Group Inc (FINSIGHT) by 2x

Sign in to set job alerts for “Client Services Representative” roles. Officer, Customer Services (Phone Banking - General Banking) Customer Relationship Management Specialist / Manager (CRM) Operations Support Officer (Office Administration), AO - British Consulate General Hong Kong Client Onboarding Specialist - Hong Kong Administrator - KYC / CDD | Client support Assistant Officer (Fintech Facilitation Office) (Fresh Graduate Welcome) Company Secretarial Assistant/ Officer

Wan Chai District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Administrative Officer (Membership Facilities Management) Senior Associate, Client Experience (Corporate) Assistant Manager, Business Administration Client Services Coordinator / Department Administrative Assistant (Hong Kong, SAR) (#3964) (Senior) Charities Officer (Admin Support) Reception/Facilities Coordinator Prestigious Global Investment Management Firm - (1-year renewable contract role) – pays up to HKD30k Secretary to the Communications & External Affairs and Member Services Department

Central & Western District, Hong Kong SAR 1 week ago

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Client Service Operations Analyst

Hong Kong, Hong Kong Finsight Group Inc (FINSIGHT)

Posted 12 days ago

Job Viewed

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Job Description

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Click the "Apply" button above or follow this link to review and respond to our questionnaire:

Link to the questionnaire

ABOUT FINSIGHT

FINSIGHT ( creates high-reliability financial technology that provides unparalleled visibility and actionable insights into capital markets. Our applications streamline workflows that facilitate hundreds of billions of dollars worth of capital markets activity annually for all the major investment banks and many of the world's largest global corporations. We are headquartered in New York City with offices in London, Singapore, Kyiv, Hong Kong, Miami and Manila.

We are a friendly, close-knit team of motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients.

ROLE OVERVIEW

We are expanding our operations in Hong Kong and are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and sales).

Responsibilities will include:

  • Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
  • Facilitating communication among internal and external stakeholders
  • Recording and editing corporate media presentations using audio and video editing software (Audacity and Adobe Premiere)
  • Coordinating business conference calls and live web events
  • Industry research, data entry and data verification
  • Client onboarding and product training
  • Application testing and quality assurance to identify and report any issues or bugs
  • Preparing and maintaining operational procedures to facilitate service and support
  • Soliciting and internally communicating client feedback

What you will learn / reinforce in this role:

  • How to deliver exceptional internal and external support on a consistent basis
  • Strong time management practices
  • Clear and concise written and verbal communication
  • The ins-and-outs of running a software services company
  • How to use audio and video editing software (Audacity and Adobe Premiere)
  • Basics of capital markets (ie “Wall Street”)

REQUIREMENTS

Hard Skills / Experience

  • English - Native or Bilingual
  • 1–2 years of experience in a client-facing or professional services role (strongly preferred)
  • Adept with computers and related technologies, including software applications, internal systems, and productivity suites (e.g., Microsoft Office and Google Workspace)
  • Proficiency in locating, analyzing and verifying information using advanced online research techniques (i.e., knowing how to find things online beyond simply “Googling it”)
  • Exceptional interpersonal and customer service skills, consistently exceeding expectations through active listening, understanding client needs and delivering thoughtful, timely responses

Soft Skills / Experience

  • Demonstrated critical thinking and problem-solving a bilities: Skilled at analyzing complex, nuanced client inquiries and drawing informed conclusions to develop tailored, client-centric solutions
  • Attention to detail with strong project managemen t skills: Capable of managing multiple priorities simultaneously, balancing deliverables and deadlines without compromising quality
  • Proactive and solutions-oriented: A self-starter who thrives in high-touch client environments, confidently navigating impromptu challenges and offering thoughtful resolutions with minimal oversight
  • Strong time management and execution skills: Demonstrates the ability to stay organized, meet deadlines, and follow through consistently in a dynamic, fast-paced setting
  • Clear and effective communicator: Communicates with clarity and confidence, both in writing and verbally, ensuring alignment both internally and externally
  • Positive attitude and coach-ability: Embraces feedback, is eager to learn, and approaches collaboration with an open mindset
  • Highly reliable and trustworthy: Maintains professionalism, discretion, and consistency, earning the trust of clients and colleagues alike.

SHIFT AVAILABILITY

  • 7AM to 4PM HKT, Monday to Friday

COMPENSATION

  • Base Salary: $61,500-$64,000 USD annually

BENEFITS

  • 3 weeks of paid vacation; 1 week of paid sick leave
  • Comprehensive medical and dental insurance
  • Fully stocked snack room
  • Company provided laptop
  • Regular team outings

LOCATION

  • Note: We are moving our office to Admiralty in 2025

*This is an in-office position

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service
  • Industries Capital Markets and Financial Services

Referrals increase your chances of interviewing at Finsight Group Inc (FINSIGHT) by 2x

Sign in to set job alerts for “Client Services Representative” roles. Officer, Customer Services (Phone Banking - General Banking) Customer Relationship Management Specialist / Manager (CRM) Operations Support Officer (Office Administration), AO - British Consulate General Hong Kong Client Onboarding Specialist - Hong Kong Administrator - KYC / CDD | Client support Assistant Officer (Fintech Facilitation Office) (Fresh Graduate Welcome) Company Secretarial Assistant/ Officer

Wan Chai District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Administrative Officer (Membership Facilities Management) Senior Associate, Client Experience (Corporate) Assistant Manager, Business Administration Client Services Coordinator / Department Administrative Assistant (Hong Kong, SAR) (#3964) (Senior) Charities Officer (Admin Support) Reception/Facilities Coordinator Prestigious Global Investment Management Firm - (1-year renewable contract role) – pays up to HKD30k Secretary to the Communications & External Affairs and Member Services Department

Central & Western District, Hong Kong SAR 1 week ago

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Listed Derivatives Client Service, Director

Morgan Stanley

Posted today

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Job Description

Join to apply for the Listed Derivatives Client Service, Director role at Morgan Stanley

2 days ago Be among the first 25 applicants

Join to apply for the Listed Derivatives Client Service, Director role at Morgan Stanley

  • IMPORTANT* Recruiter will finalize JD with the Hiring Manager during the intake meeting once role opens in Workday to ensure it meets Firm job description guidelines and Job Architecture requirements. Please ONLY populate the relevant (INSERT) sections below. Further guidance on job descriptions can be found by typing careers in your browser.

We're seeking someone to join our team as a Client Service Rep in ISG Equity Operations to service & manage Derivatives Clearing clients based in APAC.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within The Derivatives Clearing Client Service Group involving extensive contact with our clients, our colleagues in Operations, Prime Brokerage and our global sales force.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What You'll Do In The Role

  • Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes
  • Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues
  • Coordinate work, train and develop other team members where required, including task allocation, and project contribution
  • Single point of contact for daily client queries, navigating the organization for our clients
  • Risk management of margins, expiries & market events
  • Perform Client service reviews and meetings, sending call reports, client metrics and trend analysis
  • Provide clients with clearing solutions, training and live demos
  • Educate and influence clients towards optimum tooling and operational processes
  • Partnering with internal stakeholder groups to identify inefficiencies and implement enhanced processes
  • Ability to calculate and adjust commission, fees and P&L figures for clients
  • Subject matter expertise for Derivatives markets, Regulatory framework and client technology
  • Work with IT to develop, test and rollout new client technology solutions
  • Handling various administrative duties
  • Demonstrates Commitment to Control and Risk Management {D Part 2: Scope of Role What you'll bring}

What You'll Bring To The Role

  • Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
  • Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
  • Ability to operate independently across the majority of day-to-day responsibilities
  • Culture carrier across Operations, embracing the Firm's core values and acting as a role model
  • Strong client service experience in Futures & Options or derivatives
  • Knowledge of Futures & Options or derivatives markets preferred, especially OTC derivatives (bilateral/cleared).
  • Strong knowledge of Hong Kong Exchange and its regulations
  • Strong communication skills
  • Fluency in Mandarin and/or Cantonese preferred
  • The ability to work under pressure and multitask
  • Strong team player
  • Able to demonstrate clear examples in previous work experience of where processes have been enhanced
  • At least 4 years' relevant experience would generally be expected to find the skills required for this role

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development and Sales

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

Vice President, Client Service, APAC, Brookfield Oaktree Wealth Solutions Client Onboarding, Regulatory and Data Services, Director Vice President, Product Management & Client Services, Wealth Management Solutions, APAC Account Director - Corporate, Sustainabilty, and Financial Communications Consultancy ( HONG KONG ) HSBC Premier Elite Director - Wealth and Personal Banking

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Account Director, Marketing Solutions (Mandarin & Cantonese speaking)

Shenzhen, Guangdong, China CN¥20,000.00-CN¥0,000.00 1 year ago

Shenzhen, Guangdong, China CN ,000.00-CN 6,000.00 1 year ago

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Assistant Officer, Client Service Delivery

Sun Life

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Job Description

Join to apply for the Assistant Officer, Client Service Delivery role at Sun Life

2 days ago Be among the first 25 applicants

Join to apply for the Assistant Officer, Client Service Delivery role at Sun Life

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

This role supports daily cashier operations at the Client Service Centre, ensuring accurate payment handling and assisting with new business transactions. The position requires strong attention to detail, basic compliance knowledge, and excellent customer service skills. Ideal for candidates with cashiering experience seeking growth in a service-oriented environment.

Responsibilities:

  • Handle cashiering duties including payment collection, transaction recording, and basic reconciliation
  • Support new business processing by coordinating with front-line service teams
  • Ensure transactions comply with company guidelines and basic regulatory standards
  • Provide courteous and efficient service to walk-in customers and agents
  • Assist in maintaining orderly cashier records and documentation
  • Support general operations of the Client Service Centre as assigned
  • Bi-weekly Saturday shift is required

Preferred Skills:

  • Responsible, detail-oriented, and reliable
  • Good communication and interpersonal skills
  • Basic understanding of cashier procedures and customer service principles
  • Able to work independently and as part of a team
  • Fluent in Cantonese and Mandarin; basic spoken English is an advantage

Qualifications:

  • DSE graduate or above
  • Minimum 1-2 years of experience in cashiering or customer service roles (e.g., retail, banking, hospitality)
  • Understanding of basic compliance practices (e.g., payment handling, anti-fraud measures)

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Customer Service / Operations

Posting End Date:

29/08/2025

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Financial Services and Insurance

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Senior Officer/ Officer, Client Service Delivery

Wan Chai District, Hong Kong SAR 2 weeks ago

Officer to Senior Officer, Customer Information Operation Client Services Officer (Financial Institutions) 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

Kowloon City District, Hong Kong SAR 2 months ago

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Client Service Manager M/F

Crédit Agricole Group

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Job Description

  • Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
  • Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
  • Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
  • Proactively monitor clients' account status and report for any irregularities;
  • Act as a key contact, both external and internal, for clients' daily operational enquiries;
  • Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
  • Complete all mandatory training as required to attain and maintain proficiency;
  • To manage meetings and travel arrangements of RMs;
  • To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
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Senior Manager, Corporate Client Service

AIA Hong Kong and Macau

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Senior Manager, Corporate Client Service

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

About the Role

Lead and manage teams to meet or exceed client retention, service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards.

Responsibilities
  1. Organizational management: Develop long-term plans for service excellence, monitor team progress, identify process improvements, motivate team members, minimize contract backlogs, and train the service team.
  2. Manage policies and documents: Effectively utilize team resources, monitor performance, ensure compliance, streamline operations, and provide policy consultations.
  3. Customer service and procedures review: Oversee daily operations, review communication materials, implement risk controls, and address errors or delays promptly.
  4. Client relationships and sales support: Advise sales teams on contracts and policies, and maintain strong relationships to enhance operations.
  5. People management: Assist in task prioritization, coach staff, motivate, and identify future leaders.
  6. Other responsibilities: Lead projects, allocate resources efficiently, and perform additional duties as assigned.
Minimum Requirements
  • University degree with at least 10 years in customer service/operations, including 5 years in managerial roles.
  • Preferably IIQE licensed (papers 1-4).
  • Knowledge of group insurance, MPF/ORSO schemes.
  • Self-motivated, customer-oriented, good communicator, and team player.
  • Detail-oriented with strong organizational skills.
  • Proficient in Chinese and English, both spoken and written.
Additional Information
  • Relevant licenses required for regulated activities.
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