Private Wealth Management Asia, Client Service Associate, Hong Kong

Intermediate (3-6 years)

Technical Skills

  • Customer Service

Job Description

Private Wealth Management Asia, Client Service Associate, Hong Kong

Location: Non-Japan Asia-Hong Kong-Hong Kong-Hong Kong

The Client Services Associate (CSA) serves as an important team support staff for both the investment representative and clients. You will provide support in a series of core functions:

Operational Responsibilities:
• Trade booking and settlement
• Resolving settlement and funding issues
• Handling margin calls and collateral issues

Client Servicing:
• Client account documentation (information gathering, liaising with various parties, check and follow up for documentation completion)
• General customer service (answering calls, attending to client queries)
• Client order taking
• Trade blotter maintenance

Administration responsibilities:
• Travel/hotel bookings
• Expense claims
• Facilitate mailing of marketing materials


• University graduate in Finance or related disciplines
• Fluent in English, Cantonese and Mandarin
• At least three years of relevant experience in a client service role within Private Wealth Management
• Detailed and meticulous
• Ability to multi-task
• Works efficiently in fast-paced environment
• Willing to work outside of normal work hours as required


They are client services/assistants supporting Sales in managing their clients’ portfolio on day to day basis.    

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Morgan StanleyInvestment Banking and Brokerage

Level 46 International Commerce Centre 1 Austin Road West Kowloon Hong Kong SAR

directions_walk21 mins walk from Austin MTR Station