Job ref no.: CT3120081-01#2631

Client Services Associate

ComplianceAsia Consulting Ltd

ComplianceAsia (www.complianceasia.com) is the longest established compliance consulting firm in Asia Pacific established in 2003 with offices in Hong Kong, Shanghai and Singapore. We have an unmatched track record of completing complex compliance consulting projects for financial firms in the APAC region. With over 60 staff who are compliance experts with experience in dealing with SFC, HKMA, MAS, CSRC, JFSA and Asian exchanges, we provide independent, unbiased advice on Asian financial industry legislation and regulations. Our international client base consists of asset managers, hedge funds, private equity, funds, family offices, broker-dealers, insurers, wealth managers and investment banks.

We are looking to recruit the following position in Hong Kong:

Client Services Associate

Key responsibilities

  • Develop proposals and letters of engagements (LoEs) for clients on a daily basis
  • Liaise with clients and professional parties, ensuring clients’ instruction and requirements are fulfilled
  • Coordinate meetings between the client and our various teams
  • Follow-up on corporate actions and understand the needs of clients
  • Liaise with various teams in delivering excellent services to our clients as well as potential clients
  • Manage our existing CRM system, marketing pipeline and client on-boarding process
  • To ensure the CRM database remains up to date and relevant
  • Coordination of our proposals, pitch materials and other marketing collateral
  • Perform ad hoc duties as assigned such as support during events

Requirements

  • Experience in marketing, business development, client services or communications would be advantageous
  • Those with marketing experience in the financial industry would be a plus
  • Undergraduate degree required, with a focus in marketing, communications, or a related business field preferred
  • Experience with Salesforce is a plus
  • Strong project management skills and the ability to juggle multiple tasks simultaneously, consistently delivering high quality result
  • Professional client service manner, responsiveness, flexibility and adaptability
  • Solid English language communication and writing skills, with demonstrated ability to help create marketing collateral including email-based communications and proposal support materials. Spoken and written Mandarin would be advantageous
  • Attention to detail, organized, self-motivated, and eager to learn

Contact Us

Please send your CV by clicking Apply Now and set out your background, current salary, salary expectation and availability. Please put ‘Client Services Associate’ in the header. All applications are held in strict confidence.

Job Types: Full-time, Permanent

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.