JPMorgan Asset Management is a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
We are looking for a Client Services Executive with experience working in the servicing and financial sector to join our team responsible for Client Services. The successful candidate will demonstrate strong interpersonal and relationship building skills and be responsible primarily for the daily servicing of our Hong Kong retail clients, with the potential to expanding their responsibility to servicing the broader region.
Handle clients’ enquiries and requests via phone, written correspondence and sometimes meeting in person
Handle referrals and escalations from junior team members
Liaise with the internal teams to resolve any queries on client instructions and dealing related activities
Preparation of client communications surrounding; operational/fund changes, issues or new initiatives
Maintain the contact management tool (CRM) logging clients’ activities
Compile client regular reports and internal senior management reports
Manage and log client complaints ensuring regulatory deadlines and requirements are adhered to
Participate in projects and initiatives to ensure a consistent and positive client experience
Support and provide information to key stakeholders across the business whenever necessary
University graduate with minimum 5 years of customer service experience in financial industry
Strong interpersonal and communication skills
Passionate in delivering exceptional client services
Self-motivated, responsive, extremely well-organized, detail-oriented and committed to accuracy
Proactive issue resolution and risk management mindset
Ability to work independently and meet strict deadlines
Fluency in verbal English, Cantonese and Mandarin, as well as written English and Chinese
Proficient in MS Office Suite (Word, Excel, PowerPoint and Outlook)
SFC Type 1 and 4 licensed
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