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**Client Services Specialist, Hong Kong Workplace & Personal Investing** Join Fidelity's Client Services team in Hong Kong, supporting end-investors and enhancing client experiences across touchpoints. As an Associate level Client Services Specialist, you'll deliver exceptional service via phone, email, and face-to-face interactions, handle client enquiries, manage cases, and drive operational excellence. Requirements include a university degree, 3+ years in financial services client servicing, SFC/MPFA registration (or willingness to obtain), excellent language skills (English, Cantonese, Mandarin), and strong problem-solving abilities. Familiarity with MPF/eMPF and Hong Kong investing/wealth management products is a plus.
- Compensation
- Not specified
- City
- Hong Kong
- Country
- Hong Kong
Currency: Not specified
Full Job Description
About the Opportunity
Job Type: PermanentApplication Deadline: 21 August 2026Title Client Services Specialist, Hong Kong Workplace & Personal Investing
Department Hong Kong Global Platform Solutions
Location Hong Kong
Reports To Client Services Senior Manager, Hong Kong Workplace & Personal Investing
Level Associate
Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Hong Kong Global Platform Solutions Business (HKGPS) and feel like youre part of something bigger.
About your team
Our Client Services team in Hong Kong Global Platform Solutions Business (HKGPS) is a client-focused team delivering high-quality services to our end investors, ensuring seamless operations and trusted support across all client touchpoints, directly impacting customer experience and service reliability in Hong Kong.
About your role
This Client Services Officer supports the delivery of exceptional client service to Fidelitys end investors. The incumbent will handle client enquiries via phone, email, and face-to-face interactions, provide accurate and timely support, resolve service requests, and contribute to operational excellence. The role also supports business initiatives and projects to enhance the overall client experience across all client touchpoints.
About you
Key Responsibilities
- Deliver exceptional client service to Personal Investing and/or Pension clients through multiple channels, including telephone, email, and face-to-face interactions with walk-in clients.
- Handle client enquiries, phone dealing, service requests, and account-related matters in a timely, accurate, and professional manner.
- Manage client correspondence, case management, and complaint resolution, ensuring a positive client experience.
- Follow up on Not-In-Good-Order (NIGO) applications and instructions to ensure timely resolution and completion.
- Support daily operational and administrative activities to ensure efficient delivery of client services and business operations.
- Meet agreed service standards, quality benchmarks, and turnaround times while maintaining a high level of accuracy.
Experience and Qualifications Required
- University graduate in Business, Finance, Communications, or a related discipline.
- Minimum 3 years experience in client servicing, customer service, or operations within the financial services industry; experience in mutual funds is preferred. MPF/eMPF knowledge is a nice to have.
- SFC and/or MPFA registration is required, or willingness to obtain relevant licences within 3 months after onboarding.
- Proven experience in handling client enquiries through multiple channels, including telephone, email, and face-to-face interactions.
- Strong client-centric mindset with a passion for delivering exceptional service and building trusted client relationships.
- Excellent verbal and written communication skills in English, Cantonese, and Mandarin.
- Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and attention to detail.
- Strong problem-solving, interpersonal, and stakeholder management skills.
- Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
- Positive, proactive, and adaptable team player with a continuous improvement mindset.
- Knowledge of Hong Kong pension, MPF, personal investing, or wealth management products and operations would be an advantage.
Feel rewarded
For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Location: Hong Kong Office New
Time Type: Full time
