Customer Services
The Customer Services role in our client’s global financial services division supports clients by providing product expertise and ensuring smooth operations across various financial instruments. The position involves engaging with a diverse international clientele in a fast-paced environment, contributing to client satisfaction and operational efficiency.
About the Company
[Limited data provided — review with hiring manager before publishing].
Role Overview
The successful candidate will have a strong product knowledge of equities, options, futures, and FX, with experience in middle/back office operations, compliance, electronic trading, or fund administration. They will be responsible for ownership of projects, maintaining communication in English and Chinese, and supporting client queries while adhering to regulatory requirements.
Key Skills & Experience
- Maintain strong product knowledge in Equities, Options, Futures, FX
- Demonstrate ability to independently manage projects from initiation to completion
- Communicate effectively in written and spoken English and Chinese (Mandarin highly preferred)
- Possess at least 2 years’ relevant experience
- Hold HKSI Paper 1 (Type 1, 2, and 3), FINRA Series 7 license, or ability to obtain
- Use Microsoft Word, Excel, Bloomberg, UNIX, or programming knowledge is advantageous
Nice to Have
[Limited data provided — review with hiring manager before publishing].
Key Responsibilities
- Provide frontline support and resolve client inquiries regarding financial products
- Collaborate with internal teams to ensure operational processes are optimised
- Assist in compliance checks and electronic trading activities
- Contribute to ongoing projects to improve service delivery and operational workflows
Requirements
- Right to work in Hong Kong
- Minimum 2 years’ experience in relevant financial services roles
- HKSI Paper 1 (Type 1, 2, 3), FINRA Series 7 licence or ability to obtain
- Based on-site in Hong Kong
If you have the relevant skills and experience, please apply with an updated CV.
