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Asset Management, Asia Funds Client Service, Client Services Executive, Associate / Vice President

Req #: 180014807
Location: Hong Kong, HK, HK
Job Category: Asset Management
Potential Referral Amount: 20000 Hong Kong Dollar (HKD)

The Organization

JPMorgan Asset Management is a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.


Team Background

We are looking for a Client Services Executive with experience working in the servicing and financial sector to join our team responsible for Client Services. The successful candidate will demonstrate strong interpersonal and relationship building skills and be responsible primarily for the daily servicing of our Hong Kong retail clients, with the potential to expanding their responsibility to servicing the broader region.


Key Responsibilities

  • Handle clients’ enquiries and requests via phone, written correspondence and sometimes meeting in person

  • Handle referrals and escalations from junior team members

  • Liaise with the internal teams to resolve any queries on client instructions and dealing related activities

  • Preparation of client communications surrounding; operational/fund changes, issues or new initiatives

  • Maintain the contact management tool (CRM) logging clients’ activities

  • Compile client regular reports and internal senior management reports

  • Manage and log client complaints ensuring regulatory deadlines and requirements are adhered to

  • Participate in projects and initiatives to ensure a consistent and positive client experience

  • Support and provide information to key stakeholders across the business whenever necessary


  • University graduate with minimum 5 years of customer service experience in financial industry

  • Strong interpersonal and communication skills

  • Passionate in delivering exceptional client services

  • Self-motivated, responsive, extremely well-organized, detail-oriented and committed to accuracy

  • Proactive issue resolution and risk management mindset

  • Ability to work independently and meet strict deadlines

  • Fluency in verbal English, Cantonese and Mandarin, as well as written English and Chinese

  • Proficient in MS Office Suite (Word, Excel, PowerPoint and Outlook) 

  • SFC Type 1 and 4 licensed

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