Job ref no.: CT3116508-01#0574

Customer Services Manager

Noble Apex Advisors Limited

  • 5-day week
  • Discretionary bonus
  • Medical plan

To cope with our rapid expansion, we are looking for an Associate Director of Client Services.  This is a client-facing role. Through a combination of client-management skills, planning, market, product knowledge, the Associate Director partners with the clients and internal counterparts to on board new clients, address the specific client needs and issues in order to cultivate existing client relationships.

Role and Responsibilities

  • Manage a team of Client Services
  • Own the overall Client Services experience
  • Manage client relationships and proactively helps to resolve issues and concerns
  • Drive issue resolution by handling issues directly where possible and involving senior management when needed
  • Generate and review KPI/metrics with key internal stakeholders to drive process improvements and client satisfaction
  • Participate in system project with an objective to increase efficiency, accuracy and productivity

Qualifications and Education Requirements

  • Active licensed person of Type 1, 4, and/or 9
  • Commit to an outstanding client service
  • University graduated with minimize 7 years of relevant experience in customer service or sales
  • Experience in serving private bank clients and / or HNW segment will be an advantage
  • Good knowledge of mutual funds, operational procedures and systems
  • Customer-oriented, organized and efficient with excellent interpersonal and communication skills
  • Fluency in English, Cantonese and Mandarin


We offer rewarding remuneration to the right candidate. Interested parties please apply by email with full resume stating present and expected salary by clicking Apply Now. Shortlisted candidates will be reached by telephone for interview.


Applicants not invited for interview six weeks from date of application may consider their applications unsuccessful. We are an equal opportunity employer. All information collected will be for recruitment purpose only.

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More job information
Job ref no. CT3116508-01#0574
  • N/A
Job Function
  • North Point
Employment Term
  • Full-time
  • 7 years - 10 years
Career Level
  • Middle management level
  • Degree