9 часов назад
Client Associate, Fund Management (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Associate, Fund Management (Fintech): Providing operational client support across fund administration and transfer agency activities with an accent on client relationship management, issue resolution, operational accuracy, and regulatory compliance. Focus on analyzing root causes, coordinating corrective actions, supporting onboarding and transitions, and driving process improvements for investment fund operations.
Location: HGK HGKG 50 13/F STE1301
Company
provides financial technology, products, and solutions supporting the global economy.
What you will do
- Serve as the primary client contact for operational inquiries, service requests, and issue resolution.
- Manage client relationships across transfer agency and fund servicing activities.
- Coordinate with internal teams to resolve issues within agreed service levels.
- Monitor operational accuracy, data integrity, compliance, and documentation.
- Support client onboarding, transitions, implementations, reporting, service reviews, audits, and risk reviews.
- Identify root causes and drive process improvements that strengthen efficiency, controls, and client experience.
Requirements
- Bachelor’s degree or diploma.
- At least 2 years of experience in transfer agency, fund management, fund administration, asset management, or related financial services operations.
- Effective bilingual communication in Cantonese and business English is required.
- Experience managing client relationships and resolving complex operational issues.
- Understanding of investment funds, shareholder servicing, subscription and redemption processes, operational controls, risk management, and fund regulatory requirements.
- Strong analytical, problem-solving, communication, prioritization, and stakeholder management skills.
Nice to have
- Experience supporting institutional, asset management, or investment fund clients.
- Knowledge of transfer agency platforms, fund accounting systems, or client servicing technologies.
- Experience leading service improvement initiatives or operational change projects.
- Understanding of AML, KYC, investor servicing, and fund compliance processes.
- Advanced proficiency in data analysis, reporting, and Microsoft Office applications.
Culture & Benefits
- Opportunities to innovate in fintech.
- Inclusive and diverse team environment.
- Professional and personal development opportunities.
- Resources to contribute to the community.
- Competitive salary and benefits.
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