Trade Support (Client servicing)

Michael Page International (HK) Ltd; Hong Kong Island; On-site; HKD 335,000 - 603,000; Full time

Benefits offered by this job

Competitive package

Job summary

Michael Page International (HK) Ltd. is seeking a client service professional to support clients with trade-related inquiries, platform issues, and account activity across multiple asset classes in Hong Kong.

The ideal candidate has at least 2 years in financial services, strong knowledge of equities, futures, options, FX, and related products, and fluent English and Chinese. HKSI licensing is an advantage. University degree required.

Qualifications

• Serve as primary contact for clients, providing timely support on trade execution, account inquiries, and platform-related issues.
• Assist clients with trading across multiple asset classes: equities, futures, options, FX, and other investment products.
• Monitor daily trading activities, investigate trading exceptions and account discrepancies, escalate when needed.
• Handle inquiries and complaints professionally, collaborating with internal teams for resolution.
• Identify opportunities for process improvement and system enhancements.

Responsibilities

• Provide timely client support via phone, email and online channels.
• Troubleshoot trade execution and account issues across asset classes.
• Monitor trading activity and investigate discrepancies to ensure prompt resolution.
• Collaborate with internal teams to resolve client queries and maintain service standards.
• Propose operational improvements to enhance efficiency and client experience.

Skills

Client service

Financial products

Analytical skills

Ownership mindset

Education

University degree

Job description

Client service-focused role supporting clients with trade-related inquiries, account issues, and platform support across multiple asset classes.

Client Details

Leading financial services

Description

• Serve as the primary point of contact for clients, providing timely support on trade execution, account inquiries, and platform-related issues via phone, email, and online channels.

• Assist clients with trading activities across multiple asset classes, including equities, futures, options, fixed income, FX, and other investment products, ensuring a smooth client experience.

• Monitor daily trading activities and investigate trading exceptions, account discrepancies, and operational issues, escalating matters where necessary to ensure prompt resolution.

• Handle client inquiries and complaints professionally, working closely with internal teams to resolve issues and maintain a high standard of customer service.

• Identify opportunities for process improvement, support system enhancement initiatives, and collaborate with cross-functional teams to improve operational efficiency and client experience.

Profile

• Strong knowledge of financial products, including equities, options, futures, and FX.
• Minimum 2 years of experience in financial services.
• Background in operations, compliance, electronic trading, or fund administration preferred.
• Strong analytical, problem-solving, and ownership mindset.
• Fluent in English, Chinese, and preferably Mandarin; HKSI/FINRA licensing is an advantage.
• University degree

Job Offer

Competitive package