Client Services Manager - Financial Brokerage

Forthright Financial Holdings Company Limited; Hong Kong; On-site; HKD 201,000 - 379,000; Full time

Job summary

Forthright Financial Holdings Company Limited in Hong Kong is seeking a Client Services professional to respond to client enquiries and front-line staff via phone, email, and in-person communication with professionalism and efficiency.

This role handles account openings, fund transfers, service-related transactions, and maintains detailed client records while resolving issues promptly and escalating complex matters to senior staff when necessary.

Qualifications

• Bachelor’s degree in Business, Finance or related field is required.
• Minimum 3 years of customer service experience in a brokerage or financial institution.
• SFC RA1 Representative Licence is required; RA2 licence is an advantage.
• Strong risk awareness and detail orientation; able to work independently.
• Fluent in Cantonese and Mandarin.

Responsibilities

• Respond to client enquiries and front-line staff via phone, email, and in-person communication with professionalism and efficiency
• Process client requests, including account opening, fund transfers, service-related transactions and other operational procedures
• Maintain detailed and accurate client records, updating systems promptly and ensuring data integrity
• Resolve client complaints and issues in a timely manner, escalating complex matters to senior staff when necessary
• Assist with reporting and monitoring for investment-immigration clients
• Collaborate with internal teams to facilitate service delivery and client satisfaction

Skills

Customer service

Bilingual Cantonese/Mandarin

Attention to detail

Independent work

Education

Bachelor’s degree or above in Business, Finance or related disciplines

Tools

SFC RA1 Licence

SFC RA2 licence (adv)

Job description

Forthright Financial Holdings Company Limited in Hong Kong is seeking a Client Services professional to respond to client enquiries and front-line staff via phone, email, and in-person communication with professionalism and efficiency.

This role handles account openings, fund transfers, service-related transactions, and maintains detailed client records while resolving issues promptly and escalating complex matters to senior staff when necessary.