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Posted 16 hours ago

Client Services Analyst or Associate

at Morgan McKinley

Hong Kong SAR ChinaOn-site

Responsibilities

  • Risk & Compliance: Manage required client documentation (KYC, tax, account info), prepare monthly reporting metrics, and escalate operational risks appropriately. Requirements

Requirements

  • Experience & Education: Bachelor's degree (Business, Finance, or Accounting focus preferred) with 3+ years of
  • experience in global custody, fund accounting, or financial client services.
  • Industry Knowledge: Solid understanding of global securities markets, operational workflows, and/or fund administration.
  • Language Proficiency: Fluent in English, Cantonese, and Mandarin.

Additional details

  • Role Overview Join a premier global asset servicing and financial institution as a Client Services Analyst or Associate.
  • You will serve as the main point of contact for regional and global clients, supporting day-to-day inquiries across global custody, fund accounting, and administration services. Key
  • Account & Onboarding Management: Assist clients with new market openings, account maintenance, and system setup.
  • Cross-Functional Collaboration: Take end-to-end ownership to coordinate with internal global offices to resolve operational issues and enhance client experience.
  • Tech Adoption: Leverage internal platforms to manage inquiries efficiently while guiding clients on adopting new automation tools.
  • Key Competencies: Strong multi-tasking, detail orientation, and problem-solving abilities in a high-pressure environment.
  • Flexibility: Willingness to provide coverage on Hong Kong public holidays when needed.

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