Client service specialist

Business Function

Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation.

In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities
• Provide professional client services to custody and fund clients
• Review and ensure solid understanding of client requirements and compliance with Service Level Agreement.
• Maintain regular contact with clients to obtain feedback on service levels. Initiate service review at frequency as agreed with client.
• Be the voice of the customer, take ownership for solutions.
• Ensure effective and timely client communication on areas of client impact, including Market Bulletins, operations queries, questionnaires, etc
• Maintain MIS on client AUC and activity for internal reporting / reference
• Assist the Department Head to develop action plan to improve productivity and to make recommendations on modification of procedures and application of technology to enhance operational efficiency and minimize operational risk
• Promote and encourage open and good communication amongst all levels of staff
• Comply with UDMA Policy requirement and operation manual for UDMA change management process which include UDMA governance process, control and support tasks, if required
• Adhere, provide guidance and ensure subordinates comply with the Audit / Risk Management guidelines and company / regulatory requirements of the Bank, HKMA, SFC, MAS, etc pertaining to the operations
• Escalate exceptional / outstanding / suspicious transactions to the Department Head and other relevant parties for necessary action per the Incident Management Policy

Requirements
• University Graduate or above in Business or related disciplines
• At least 10 years of relevant experience client services
• Sound experience of banking operation and practices
• Be fully conversant with CCASS, SFC Rules, SFO and HKICL
• Be familiar with the market trend and new product / system development of local and foreign securities market
• Good leadership and management capabilities
• Self-motivated with strong analytical mind and creative thinking
• Able to build an effective teamwork within the section and co-operate in a harmonious and productive manner with superiors
• Good interpersonal, problem solving and negotiation techniques
• Good team player, supportive and flexible to take up departmental tasks
• Excellent communication skills and command in English and Chinese (both spoken & written)
• Good presentation skills and knowledge in MS Office

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Last updated : 2026-0+-13