Location: Hong Kong

Job Summary:
We are seeking a Client Service Executive on a 6-month contract to strengthen the Client Services teams capacity to deliver high-quality servicing to institutional and intermediary clients.
This role will support client engagement, escalation management, KYC/AML query handling and operational improvement initiatives, with a focus on timely follow-up, clear documentation and practical use of technology, including AI tools, to improve efficiency and service delivery.

Key Responsibilities:
1. Presentation Materials Preparation
Prepare high-quality presentation materials for portfolio review meetings and member briefings.
Assist in preparing concise briefing notes that highlight key client issues, meeting objectives and required follow-up actions.

2. Client Report Quality & Status Monitoring
Monitor and review client reporting outputs to ensure accuracy, completeness and adherence to internal standards with timely escalation of any discrepancies or control gaps.
Track reporting status and delivery timelines, maintaining visibility on progress and proactively following up with the reporting team to ensure timely completion.

3. Issue Tracking & Escalation Management
Maintain accurate logs of client queries, incidents and escalated issues.
Track open issues through to resolution and ensure timely follow-up with internal stakeholders.
Prepare clear management information for reporting, including issue status, trends and key follow-up actions.

4. Project & Operational Support
Support ongoing Client Services and Client Group initiatives with clear tracking, coordination and delivery discipline.
Contribute to process improvements and maintain clear documentation where required.
Handle ad-hoc client or internal requests as assigned, ensuring appropriate prioritisation and follow-through.
Help enhance service delivery standards and operational efficiency through practical, client-focused improvements.

5. Digital & AI Enablement
Apply AI tools (e.g. for data summarisation, presentation drafting, workflow design) to streamline client servicing tasks and to improve efficiency.

Identify opportunities to automate or simplify manual processes and support implementation where appropriate.
Stay updated on emerging technologies (including AI) and proactively suggest enhancements to workflows.

Requirements:
Minimum 5 years of relevant experience in client servicing, data management or operations
Strong digital literacy and comfort working with new systems and tools
Hands-on experience or familiarity with AI-enabled tools (e.g. Copilot, ChatGPT, automation tools)
Ability to leverage technology to improve productivity, data handling and reporting
Strong coordination and stakeholder management skills
High attention to detail and ability to manage multiple priorities effectively
Strong communicator in English and Cantonese