Investor Services Specialist

CorpTax, Inc.; Hong Kong; Hybrid; HKD 350,000 - 520,000; Full time

Job summary

CSC in Hong Kong is seeking an Investor Services Specialist to support AML/CFT, KYC processes, and FATCA/CRS documentation. You will handle investor packs, maintain registers, and prepare statements and reports, while ensuring timely compliance with regulatory standards.

The role requires a degree in Business Administration and 2–7 years of investor services experience, with fluency in English and Chinese (Mandarin helpful). Hybrid work and client-facing duties apply.

Qualifications

• Degree holder in Business Administration or related discipline.
• Minimum 2-7 years investor services experience.
• Knowledge of KYC or Transfer Agency is required.
• Excellent written and spoken English and Chinese; Mandarin useful.

Responsibilities

• Performs AML/CFT including investor KYC and follow up on required KYC documents.
• Prepares investor KYC pack, FATCA/CRS documents, and checks.
• Oversees TA dealing activities: capital calls, distributions, transfers, and subscriptions.
• Maintains investor register and issues investor statements and notices.
• Reviews and approves payments and settlements; acts as client contact.
• Ensures CSC procedures and regulatory compliance; collaborates with teams.

Skills

KYC

AML/CFT

Office Suite

English & Chinese

Education

Degree in Business Administration

Tools

Word

Excel

PowerPoint

Job description

Investor Services Specialist
Job Location - Hong Kong
Shift - Monday - Friday, 9.00am - 6.00pm
Work mode - Hybrid

Job duties:

• Performs AML/CFT including investor KYC and follow up with investor on required KYC documents including FATCA/CRS related forms/information
• Prepares investor KYC pack and update the checklist/system
• Performs FATCA/CRS Indicia and documentation review and carry out the validation and reasonableness check
• Prepares FATCA/CRS files and arrange respective reporting before regulatory deadlines
• Oversee and review TA dealing activities including capital calls, distributions, transfer, subscriptions, redemptions, switches
• Maintains and updates investor register and static data in system
• Prepares and issues investor statements, contract notes and manages distributions/dividends
• Review and approve payments and settlements
• Act as the key contact with clients and investors on routine transactionand KYC related matters
• Ensures strict compliance with CSC internal procedures and guidelines as well as the regulatory requirements
• Collaborates with other teams to understand client needs and provide solutions
• Participates in ad hoc projects assigned by your supervisor
• Degree holder in Business Administration or related discipline
• Minimum 2-7 years investor services experience
• Candidates with less experience will be considered for a more junior role
• With Know Your Customer (\"KYC\") or Transfer Agency background is required
• Proficiency in Microsoft Office suite, especially WORD, EXCEL, PPT
• Excellent in both written and spoken English and Chinese, with conversational Mandarin
• Able to adapt in new challenges and with excellent communication skills
• Mature and stable, be willing to work under pressure

Technical skills, experience, and qualifications requirement

• Degree holder in Business Administration or related discipline
• Minimum 2-7 years investor services experience
• Candidates with less experience will be considered for a more junior role
• With Know Your Customer (\"KYC\") or Transfer Agency background is required
• Proficiency in Microsoft Office suite, especially WORD, EXCEL, PPT
• Excellent in both written and spoken English and Chinese, with conversational Mandarin
• Able to adapt in new challenges and with excellent communication skills
• Mature and stable, able and willing to work under pressure

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers .

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

Why Work with CSC?

At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations.

CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions.

• CSC is a great place to work with smart and dedicated people.
• We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
• We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
• Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
• CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
• As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

Job Info

• Job Identification 16665
• Job Category Client Services
• Posting Date 11/10/2026, 04:11 AM
• Job Schedule Full time
• Locations 3806 Central Plaza, Wan Chai, HK (Hybrid)