Client Service Network Officer

Tasks

• Support the front office in resolving operational issues by serving as the primary point of contact between the front office and operations
• Conducting independent verifications with individual customers
• Support the smooth and timely transmission of customer instructions and documents from the front office to the back office
• Serve as the point of contact for the front office regarding operational inquiries and documentation

Requirements

• Degree (Diploma/Degree)
• At least 3 years of relevant experience in banking, wealth management, or financial services
• A background in private banking is highly preferred
• Excellent written and spoken English and Chinese (including Mandarin) skills are required
• A strong customer-focused approach is highly preferred
• Excellent IT skills, particularly in Excel; experience with AI tools is preferred
• Successful, self-motivated, and results-oriented
• Ability to solve problems independently with minimal supervision
• Ability to work under pressure and consistently meet service-level deadlines
• Strong team orientation with excellent stakeholder management skills
• Attention to detail and the ability to multitask