Client Support Specialist (Trade Products)

The Client Support Specialist acts as a vital intermediary for professional clients across the Asia-Pacific region.

Key Responsibilities:

• Client Engagement: Respond to client inquiries through multiple channels, including ticketing systems, phone calls, emails, and live chat.
• Issue Investigation: Examine and resolve account management and trade-related challenges, such as execution, order routing, trade busts, and position liquidations.
• Client Meetings: Conduct meetings with institutional clients to understand their needs and present tailored services and workflow solutions.
• Process Enhancement: Analyze complex service issues at a technical level and suggest recommendations for process improvements.

Requirements:

• Product Expertise: In-depth knowledge of various financial products, including Equities, Options, Futures, and FX.
• Analytical Mindset: A proactive, self-driven individual who takes ownership of projects and sees them through to the end.
• Language Skills: Strong written and verbal communication abilities in English and Chinese, particularly Mandarin.
• At least 2 years of relevant experience.
• HKSI Paper 1 (Type 1, 2, and 3), FINRA Series 7 license, or the capability to obtain one.
• Proficient in Microsoft Word, Excel, and Bloomberg; familiarity with UNIX and/or programming is an advantage.
• Candidates with experience in middle/back office operations, compliance, electronic trading, or fund administration will be given preference.