- Hong Kong Hong Kong
全职 Client Service Executive 工作, 薪水, Schroders Hong Kong 公司招聘中 - Ricebowl
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Job Summary:
We are seeking a Client Service Executive on a 6-month contract to strengthen the Client Services team’s 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
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