Senior Customer Service Officer (Financial Services, Up to 35k)

Leading Chinese Firm

Competitive Package (Up to 3+ month bonus)

Non-sales role

Our client, a leading Chinese securities firm, is seeking a Senior Client Services Officer to join its growing Hong Kong team. This role will be responsible for delivering high-quality client support, handling account-related matters, and ensuring an exceptional client experience across brokerage and wealth management services.
Responsibilities

Provide professional support to retail and high-net-worth clients on account servicing and trading-related enquiries.

Handle account opening, maintenance, and documentation review in accordance with regulatory requirements.

Coordinate with internal teams including Operations, Compliance, Settlement, and Relationship Managers to resolve client issues efficiently.

Support clients on securities trading, corporate actions, IPO subscriptions, and account administration matters.

Ensure all client requests are processed accurately and within service level standards.

Assist in implementing client service initiatives and process improvements.

Maintain up-to-date knowledge of regulatory and market developments.

Requirements

Bachelor's degree in Finance, Business Administration, or related disciplines.

2 years of client services experience within securities, brokerage, private wealth, or financial services.

Solid understanding of securities products, trading operations, and account servicing processes.

Strong communication and interpersonal skills.

Proactive, detail-oriented, and client-focused mindset.

Proficiency in English, Cantonese, and Mandarin is preferred.

SFC Type 1,2