-
HKT Hong Kong, 香港 全职We are looking for a dynamic & result-driven individual to join our team as a Assistant Service Manager. The primary focus of this role is to lead a Team of 3-4 Service Sales in achieving the sales target assigned for the year. He / She should be able to build & maintain existing ...
-
HKT Hong Kong, 香港 全职Your role: · Support to acquire ICT products maintenance services contracts and maintain customer relationship for assigned customer accounts · Strive to win-back untapped service users to increase service revenue and market share of the Company · Manage the service sales cycl ...
-
HSBC Hong Kong, 香港 Permanent - 全职Some careers have more impact than others. · If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers o ...
-
Schroders Hong Kong, 香港About Schroders · We're a global investment manager managing over £700 billion of clients' assets. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. · We have around 5500 pe ...
-
China Mobile International Limited Hong Kong, 香港Service Operations ExecutiveHeadquartersHKSMSBusiness Operations ManagementMiddleApplyResponsibility · Requirements · ...
-
Television Broadcasts Limited Hong Kong, 香港Responsibilities: · • Focus on online advertisement booking & creative conversion · • Respond to advertisement proposal/order request for designated sales personnel · • Manage advertisement campaign, including order creation and booking, advertisement material arrangement, adve ...
-
M800 Hong Kong, 香港Responsibilities · To provide professional concierge & customer services to clients via phone calls and email; · To handle customer inquiries globally and fulfill customer requests · Collecting and providing data entry of case information · Handle ad hoc assignments and projects ...
-
Cathay Pacific Airways Limited Hong Kong, 香港Role Introduction · Reports To: Employee Services Lead · GBS will be Cathay Pacific's trusted partner in establishing end to end processes and services to deliver value through simplification, innovation and automation. · The ultimate purpose of this role is to deliver quality ...
-
CHUBB Hong Kong, 香港 Regular - 全职Responsibilities:Responsibilities: · 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 poli ...
-
Cathay Pacific Airways Limited Hong Kong, 香港Role Introduction · Reports To: Lead or Assistant Manager · GBS will be Cathay Pacific's trusted partner in establishing end to end processes and services to deliver value through simplification, innovation and automation. · The ultimate purpose of this role is to deliver qualit ...
-
HKT Hong Kong, 香港We are looking for a dynamic & result-driven individual to join our team as a Assistant Service Manager. The primary focus of this role is to lead a Team of 3-4 Service Sales in achieving the sales target assigned for the year. He / She should be able to build & maintain existing ...
-
Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We s ...
-
3 Hong Kong Hong Kong, 香港Diploma or above is preferred · At least 1 year of experience in customer services/call centre, preferably in telecom industry · ...
-
Cathay Pacific Airways Limited Hong Kong, 香港Role Introduction · Reports: Global Business Services Manager / Assistant Manager · GBS will be Cathay Pacific's trusted partner in establishing end to end processes and services to deliver value through simplification, innovation and automation. · The ultimate purpose of this ...
-
foodpanda Hong Kong, 香港 兼职Job Description · Provide professional and empathetic customer service to all corporate clients. Effectively and efficiently interact with customers via phone and email · Provide quotations for corporate clients and arrange food delivery to their workplace · Coordinate with our a ...
-
HKT Hong Kong, 香港 全职Job Description · You will contribute to the total customer satisfaction by providing services via telephone and emails for a Hong Kong Cultural District in a tactful and timely manner. · Responsibilities: · • Handle customers' enquiries via telephone and emails for an art dist ...
-
HKT Hong Kong, 香港 全职Your Role: · To plan, control and manage the Call Center resources in meeting and exceeding the agreed service standards. · To manage cost and budget, and to be responsible for traffic, resources and cost forecasting of the call center. · To work closely with voice / telephony ...
-
Aon Hong Kong, 香港 全职Senior Client Services Executive, Reinsurance · Aon is in the business of better decisions · At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. · As an organization, we are united through trust as one inclusive, diverse team, ...
-
Cathay Pacific Airways Limited Hong Kong, 香港Role Introduction · Reports to: Assistant Manager Cabin Crew Service Excellence (FA) · To support continuous performance improvement and increase efficiency and effectiveness of Service Excellence Team functions; · Support the Cabin Crew Service Excellence Manager (CCSEM) and Ass ...
-
HKT Hong Kong, 香港 兼职工作範圍: · 解答及處理客戶查詢 · 資料輸入並跟進個案 · 職位要求: · HKCEE / DSE或以上程度 · 一年或以上文職/客戶服務經驗優先( 歡迎應屆畢業生申請 ) · 能操流利廣東話,英語及國語 · 懂簡單電腦操作及中英文打字 · 工作地點: 美孚 · 工作時間: · 星期一至日 (每天工作6-8小時) · 每週能工作2-3天 · HKT is an equal opportunity employer and welcomes applications from all qualified candidates. Inform ...
Client Services Executive - Hong Kong, 香港 - Schroders
描述
About Schroders
We're a global investment manager managing over £700 billion of clients' assets. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 5500 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. We take immense pride in our culture and our reputation of being an employer of choice. It's important to us that our people feel valued, included, and supported in their professional and personal growth.
By promoting flexible working, championing inclusion, and making health and wellbeing a priority, we have created the conditions for our people to thrive.
The base
You'll be based in our Hong Kong office that's located at Two Pacific Place.
Job Summary
Work under the direction of the China Service Managers and Client Directors;
Work as part of a team in providing efficient and effective client servicing and reporting support to Client Directors and China Institutional Business.
Key Responsibilities
Provide client servicing and reporting support to an assigned group of client accounts;
Resolve routine administrative matters directly;
Prepare materials for client meetings/due diligence questionnaires (DDQs)/requests for proposals (RFPs)for review by Client Directors/ Client Service Managers and coordinate bilingual (English/Chinese) translation, printing and distribution;
Lead client take-on processes, such as KYC, legal document negotiation, account opening, daily name screening, custodian onboarding, and GICTO (Global Institutional Client Take-on)etc., under the direction of Client Directors and China Service Managers
Host/Assist client meetings(including portfolio reviews) and marketing events under the direction of Client Directors and China Service Managers, and take quality meeting notes.
Keep clean and timely activity records (e.g. meeting notes, contacts, agreements, in/outflows) in Salesforce.
Field and coordinate responses to administration queries from clients;
Be responsible for managing the distribution process for all client reporting (e.g. valuation and performance reports, management and performance fee invoices, factsheets and quarterly investment reports) and ensuring all deadlines are properly met;
Work with various departments such as Investment support, Performance, Marketing and Operations, to ensure that proper client records are set up in all systems and any changes to client details are made on a timely and accurate basis in line with internal procedures;
Source data for and prepare client reports/templates for review by Client Directors/ Client Service Managers;
Prepare or ordinate ad hoc and non-standard reporting as required by clients from time to time;
Ensure proper filing of all client records (in line with internal and external requirements), meeting notes and update client relationship management system on behalf of Client Directors;
Distribute standard investment and economic outlook information for designated clients;
Prepare tailored investment and market commentary for key clients for review by Client Directors/ Client Service Managers;
Communicate regularly with the Client Directors/ Client Service Managers and ensure they are fully apprised of any developments or issues related to their clients;
Participate in internal projects as and when required.
Profile
Self-motivated individual with good communication and interpersonal skills.
Superior attention to detail.
Hardworking, good at multi-tasking, and can work and deliver under pressure and tight deadlines.
Reliable team player with a growth mindset, hungry to learn and willing to cultivate opportunities with challenges.
Fluency in written and oral English and Mandarin is required.
At least 2 years of relevant experience in the finance industry, previous working experience within the asset management industry is preferred.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
Hong Kong的Client Services Executive从业者
-
John Cestar
John Cestar is an entrepreneur and executive who has co-founded and led several companies in the sof ...
-
Xianglin Li
香港大学金融硕士