Operations Specialist: Finance & Client Services

Harris Fraser Corporate Services Limited; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

Harris Fraser Corporate Services Limited in Hong Kong seeks a Sales & Client Service Support to act as the primary operational contact for the sales team, processing client instructions and resolving inquiries on investment-linked products.

The role covers daily operations, KYC/compliance, data management, and cross-team coordination with fund administrators, enabling timely portfolio rebalancing and accurate reporting.

Qualifications

• Bachelor degree in Business or Finance or related discipline.

Responsibilities

• Act as the primary operational contact for the sales team, processing client instructions and resolving inquiries.

Skills

Analytical thinking

Problem solving

Attention to detail

Microsoft Excel

English communication

Mandarin/Cantonese

Client focus

Teamwork

Education

Bachelor degree in Business or Finance

IIQE Paper 1, 3, 5 and/or SFC RA Type 1, 4, 9

Tools

MS Office

Job description

Harris Fraser Corporate Services Limited in Hong Kong seeks a Sales & Client Service Support to act as the primary operational contact for the sales team, processing client instructions and resolving inquiries on investment-linked products.

The role covers daily operations, KYC/compliance, data management, and cross-team coordination with fund administrators, enabling timely portfolio rebalancing and accurate reporting.