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    Client Services Sales Support - Hong Kong, 香港 - Morgan McKinley

    Morgan McKinley
    Morgan McKinley Hong Kong, 香港

    1个月前

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    全职
    描述

    Responsibilities

    • Serve as the central contact person for operational matters and collaborate with sales teams and core support teams to resolve issues involving distribution intermediaries and operational vendors.
    • Facilitate the smooth onboarding process of new distributors and clients by coordinating with sales teams and core support teams for operational sales support.
    • Prepare client reports, complete client requests, and facilitate client account opening with Transfer Agencies.
    • Support sales team in servicing clients by addressing trade placement queries, operational issues, and resolving client issues with Transfer Agencies.
    • Manage corporate action notification process for HK clients in coordination with Legal and Fund Operations teams.
    • Assist sales teams with marketing support requests, including liaising with core support team for third-party databases, translation proofreading, and compliance approval for marketing materials.
    • Work with clients, Sales, Fund Operations, and Finance teams to resolve distributor issues related to trailer rebate payments.
    • Manage fund registration and product matters for HK, including fund registrations, new share class requests, and de-registration processes in collaboration with core support teams.
    • Support sales team in local client events by coordinating with vendors and providing onsite support.

    Requirements

    • University graduate with at 3+ years' experience of sales support, client service and operations
    • Exposure to the asset management industry/private banking segment is preferred
    • Thorough understanding of fund distribution sales and operational support dynamics
    • Efficient organisation and project management skills
    • Strong communication and interpersonal skills

    Application

    If this above description fits your experience and is something you would like to explore, please click 'Apply Now' to submit your resume to us.

    Our specialist consultant will get in touch with you soon, if we find your profile suitable for this position or any other vacancies we are recruiting for.

    Any questions, please feel free to email Janet Chang at .


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