Job ref no.: CT3114388-01#4430

Private Wealth Management Asia, Client Service Representative, Hong Kong

Morgan Stanley

About the RoleThe Client Services Representative (CSR) serves as an important team support staff for both the investment representative and clients. You will provide support in a series of core functions:

Operational Responsibilities:

  • Trade booking and settlement - Resolving settlement and funding issues - Handling margin calls and collateral issues

Client Servicing: - Client account documentation (information gathering, liaising with various parties, check and follow up for documentation completion)

  • General customer service (answering calls, attending to client queries)- Client order taking- Trade blotter maintenance

Administration responsibilities: - Travel/hotel bookings - Expense claims - Facilitate mailing of marketing materials

  • LI-JL1
  • University graduate in Finance or related disciplines- Fluent in English, Cantonese and Mandarin- At leastthree years of relevant experience in a client service role within Private Wealth Management- Detailed and meticulous - Ability to multi-task - Works efficiently in fast-paced environment - Willing to work outside of normal work hours as required

They are client services/assistants supporting Sales in managing their clients’ portfolio on day to day basis.

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More job information
Job ref no. CT3114388-01#4430
  • N/A
Job Function
  • 3 years - 8 years
Career Level
  • Non-management level
  • Degree