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8 дней назад

Subject Matter Expert - Client Servicing (Investment Accounting)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
c1
Страна
China
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Subject Matter Expert - Client Servicing (Investment Accounting): Serving as the primary contact for client inquiries across P&L and NAV calculations, investment accounting, asset classes, and financial markets with an accent on timely problem resolution and client communication. Focus on handling complex queries, validating reconciliations, managing account setup and compliance tasks, and connecting client business cases with system functionality.

Location: Office - Hong Kong

Company

hirify.global provides the ENFN/CWAN platform for investment accounting, financial operations, and client servicing.

What you will do

  • Serve as the primary contact for client inquiries across P&L and NAV calculations, investment accounting, asset classes, and financial markets.
  • Handle incoming requests by email and phone and deliver timely, effective solutions or workarounds.
  • Complete account setup, client lockdown, compliance, and reconciliation validation tasks.
  • Build client relationships and improve the user experience of the ENFN/CWAN platform.
  • Use knowledge bases, documentation, and internal tools to resolve queries proactively.
  • Prioritize workflows using productivity and quality metrics while handling complex client issues.

Requirements

  • 3–5 years of relevant professional experience.
  • Bachelor’s degree or higher in accounting, finance, business, or a related field.
  • Experience in finance and/or accounting, with an intermediate understanding of fixed-income and equity investments.
  • Strong client servicing, problem-solving, communication, organization, documentation, and attention-to-detail skills.
  • Proficiency in Microsoft Office and the ability to relate client business cases to system functionality and limitations.
  • Excellent written and verbal English communication skills; the role is based in the Hong Kong office.

Nice to have

  • Familiarity with buy-side operations workflows.
  • Basic knowledge of alternative security types.
  • Experience with hedge funds, fund administrators, or prime brokerage.
  • Proficiency in Cantonese or Mandarin.

Culture & Benefits

  • Full-time position with direct client collaboration.
  • Work is organized around productivity and quality metrics.
  • Access to internal tools, documentation, and knowledge resources.

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