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Open nowFirst seen 6 days ago

Client Service Specialist, Multi Family Office, USD 3B AUM, UHNW

King Deux Search & Consulting348 open roles

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Your applicationOpen nowClient Service Specialist, Multi Family Office, USD 3B AUM, UHNWKing Deux Search & Consulting

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on King Deux Search & Consulting's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 6 days ago

The posting

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.

Follow us at https://www.careers-page.com/kingdeux for updates on the exceptional clients we represent. Stay up-to-date on industry news and get your career consultation scheduled at kingdeux.com

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 the administration and service execution of client accounts and investment portfolios, ensuring accuracy and timeliness.
  • Conduct thorough due diligence and onboarding processes for new clients and counterparties, ensuring compliance with internal policies and regulatory requirements.
  • Maintain and update client and counterparty databases, ensuring data integrity and confidentiality.
  • Develop and maintain a comprehensive understanding of the organizations structure, investment products, and services to effectively resolve complex client inquiries and situations.
  • Coordinate with internal teams and external service providers to ensure seamless delivery of client services.
  • Assist in the preparation of client reports, presentations, and documentation as required.
  • Monitor and ensure adherence to rules and regulations set forth by the Securities and Futures Commission of Hong Kong, particularly related to Type 1, 4, and 9 licensed activities.
  • Support compliance and regulatory reporting requirements, including client risk assessments and transaction monitoring.
  • Handle ad-hoc assignments and special projects as required by senior management.
  • Foster strong relationships with clients, service providers, regulators, and internal stakeholders to facilitate effective communication and service excellence.
  • Proactively identify opportunities to improve operational processes and enhance client experience.

Job Requirements:

  • Bachelors 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 a 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 Kongs 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 [email protected] or apply directly.

Please note that only shortlisted applicants will be contacted.

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