Customer Service Executive

Maseco Asia Limited; Hong Kong; Vor Ort; HKD 480.000 - 620.000; Vollzeit

Zusammenfassung

Maseco Asia Limited is seeking a Client Service Executive to join our wealth management team. You will coordinate onboarding, asset transfers, cash movements, and client requests for ultra-high-net-worth clients in a fast-paced, high-touch environment.

The role requires a bachelor’s degree in Finance or related field and 2–5 years of wealth management experience. English fluency is required; Mandarin is a plus, with strong organizational and communication skills to support Wealth Managers and

Qualifikationen

• Bachelor’s degree in Finance, Business Administration, or related field.
• 2–5 years of experience in wealth management, private banking, or financial services.
• Strong knowledge of investment products, custodial platforms, and financial operations.
• Exceptional organizational skills with the ability to manage multiple priorities.
• High level of integrity and discretion when handling sensitive client information.
• Proficiency in Microsoft Office Suite; experience with CRM and portfolio management systems preferred.
• Fluency in Mandarin a plus.

Aufgaben

• Assist with new account openings, transfers, and service-related requests.
• Liaise with Wealth Managers and clients to complete onboarding or service requests; ensure swift transmission to custodians.
• Oversee end-to-end transfer process for client assets including cash and securities.
• Prepare money movement requests (wire transfers, ACH, etc.) and manage CRM data entry during onboarding.
• Ensure compliance with regulatory requirements and firm policies in all client interactions.
• Develop and implement risk mitigation strategies to minimize errors and delays in transfers.

Kenntnisse

Organizational skills

Communication skills

Attention to detail

Discretion

Client relationship

Ausbildung

Bachelor’s degree in Finance or related

Tools

MS Office

CRM

Portfolio mgmt systems

Jobbeschreibung

We are seeking an accomplished and highly motivated Client Service Executive to join our wealth management team and help deliver an exceptional standard of service to ultra-high-net-worth clients.

This is an exciting opportunity for a detail-oriented professional who enjoys working in a fast-paced, high-touch environment. You will work closely with Wealth Managers, clients, custodians, banks, and internal teams to coordinate new-account onboarding, asset transfers, cash movements, client requests, and other essential operational activities.

The successful candidate will combine outstanding organizational and communication skills with sound knowledge of financial operations, investment products, custodial platforms, and regulatory requirements. You will be trusted to handle sensitive information with discretion, anticipate potential issues, and ensure that every client request is executed accurately, efficiently, and professionally.

Candidates should have a bachelor’s degree in Finance, Business Administration, or a related field, together with two to five years of experience in wealth management, private banking, or financial services. Fluency in English is required, and Mandarin language skills would be an advantage.

If you take pride in delivering outstanding client service and would welcome the opportunity to contribute to a growing, client-focused wealth management business, we would be delighted to hear from you.

Position Overview

The Client Service Executive (CSE) plays a critical role in delivering exceptional service to ultra-high-net-worth clients. This position supports Wealth Managers by handling operational tasks, ensuring seamless execution of client requests, and preparing materials for client interactions. The CSE is expected to maintain the highest standards of accuracy, confidentiality, and professionalism.

Key Responsibilities

Client Account Administration

• Assist with new account openings, transfers, and service-related requests.
• Liaise with Wealth Managers and clients to complete any onboarding or service requests, including to request information or send correspondence and ensure swift transmission to the relevant custodian, if applicable. This may include:
• Obtaining relevant anti-money laundering evidence and requesting necessary identity verification/background checks
• Obtaining financial statements as needed
• Platform documentation, including through the use of digital platforms such as Docusign
• Preparation of new account/welcome pack for clients
• Assist with client enrollment on all custodial platforms
• Oversee the end-to-end transfer process for client assets, including cash, securities, and other financial instruments. Diligently monitor transfers of cash and assets to and from client’s accounts.
• Serve as primary point of contact with relationship managers at all custodial platforms.
• Prepare all money movement requests, including wire transfers, ACH transactions, and other cash movements.
• Manage CRM data entry during the onboarding process and for any updates.
• Monitor all service activity to ensure timely execution and compliance with firm and regulatory policies.

Operational Support

• Assist in the creation, documentation and update of the departmental procedures
• Liaise with custodians, banks, and internal departments to resolve issues and facilitate smooth transactions.
• Liaise with third-party providers as needed to execute tasks or projects, including any data updates to ensure timely delivery of communications to clients
• Ensure compliance with regulatory requirements and firm policies in all client interactions.
• Risk Management - Develop and implement risk mitigation strategies to minimize errors and delays in the transfer process
• Conduct regular audits to ensure compliance with internal controls and industry regulations

Client Relationship Support

• Serve as the first point of contact for client inquiries, providing timely and professional responses.
• Build strong relationships with clients by demonstrating discretion, reliability, and attention to detail.
• Proactively identify opportunities to improve client service and operational efficiency.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field.
• 2–5 years of experience in wealth management, private banking, or financial services.
• Strong knowledge of investment products, custodial platforms, and financial operations.
• Exceptional organizational skills with the ability to manage multiple priorities.
• High level of integrity and discretion when handling sensitive client information.
• Proficiency in Microsoft Office Suite; experience with CRM and portfolio management systems preferred.
• Fluency in Mandarin a plus
• Client-Centric Mindset: Demonstrates a commitment to delivering outstanding service.
• Detail Orientation: Ensures accuracy in financial transactions and documentation.
• Communication Skills: Clear, professional, and effective in both written and verbal interactions.
• Problem-Solving Ability: Anticipates issues and takes initiative to resolve them.
• Team Collaboration: Works seamlessly with advisors, operations, and compliance teams.

This role is ideal for someone who thrives in a fast-paced, high-touch environment and takes pride in supporting the financial success of ultra-high-net-worth clients.