As an Associate in the Client Service Team, you will be the primary contact for all service related needs of Private Bank Clients. You work in a team and are responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products.
Job responsibilities
- Act as primary contact with external clients and Integrated team for day to day account administration and servicing
- Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc
- Assist Clients in all account maintenance related requests such as change of address, updated KYC changes and ensures all necessary documentation is processed in accordance with Bank’s standards
- Outreach proactively to client for digital adoption
- Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting and help drives any remediation or campaign that is required from Bank
Required qualifications, capabilities, and skills
- 5 years of solid Client Service / Relationship Manager support experience from Private Bank
- Good working knowledge of all Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products etc
- High sensitivity to Private Banking Control standards particularly those related to money transfers, securities transfer, credit and any other transactional services
- Good interpersonal skills on servicing and ability to maintain and deepen relationships
- Good oral and written communication skills (in English, Cantonese and Mandarin), given the role is required to support Chinese speaking clients
- Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently
- Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat and other information sources
Preferred qualifications, capabilities, and skills
- Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources
- Fast paced, good teamwork, adaptable, multi-tasking and able to work in a demanding and unpredictable environment
- Detail-oriented, think out of box and result-oriented