Client Operations Specialist - Wealth & Brokerage Services

Manpower Services (Hong Kong) Limited; Hong Kong Island; On-site; HKD 300,000 - 420,000; Full time

Job summary

Manpower Services (Hong Kong) Limited is seeking a Client Operations Specialist for Wealth & Brokerage Services. The role focuses on acting as the primary contact for client queries, overseeing the end-to-end client journey from onboarding to profile management, and maintaining service standards.

The ideal candidate holds a Bachelor's degree and at least 2 years in customer operations, with knowledge of SFC rules and HK stock market processes.

Qualifications

• Bachelor’s degree with preference for Finance, Business Administration, Economics or related fields.
• 2+ years in customer operations or client services; brokerage/wealth management experience a plus.
• Solid understanding of SFC regulatory standards and HK stock market operations (onboarding & account management).
• Excellent communication and problem-solving skills with a client-first mindset.

Responsibilities

• Act as the primary point of contact for client queries and cross-departmental operations.
• Oversee the end-to-end client journey, including onboarding, record updates, profile management, and day-to-day support.
• Address and resolve client feedback and online inquiries to maintain service standards.
• Maintain and structure the online knowledge hub for internal references.
• Evaluate customer insights to refine workflow efficiency and service benchmarks.

Skills

Client operations

Customer service

Problem solving

Education

Bachelor’s degree in Finance/Business/Economics

Job description

Client Operations Specialist - Wealth & Brokerage Services

Act as a primary point of contact for client queries and cross-departmental operations, providing timely and high-quality assistance.

Oversee the end-to-end client journey, including account onboarding, record updates, profile management, and day-to-day operational support.

Address and resolve client feedback and online inquiries efficiently to maintain top-tier service standards.

Maintain, expand, and structure the online operational knowledge hub for seamless internal references.

Evaluate customer insights and recurring trends to continuously refine workflow efficiency and service benchmarks.

What We’re Looking For:

Bachelor’s degree (Degrees in Finance, Business Administration, Economics, or related fields preferred).

2+ years of experience in customer operations or client services (prior experience in brokerage, securities, wealth management, or fund management is a strong plus).

Solid understanding of SFC regulatory standards and Hong Kong stock market operations (including onboarding & account management procedures).

Excellent communication and problem-solving skills with a strong client-first mindset.