This role is responsible for client liaison within Wealth Operations Hong Kong. Key duties include handling agent and customer enquiries in a timely and professional manner, supporting client onboarding and maintenance, supporting transaction request, coordinating reporting, coordinating internally for relevant client responses / feedback, monitoring service quality and client experience, and ensuring compliance with relevant internal policies and procedures, and regulatory requirements.
Position Responsibilities:
Provide counter service support and resolve customer enquiries professionally.
Ensure all requests are handled accurately, compliantly, and within defined turnaround times and quality standards.
Handle agent enquiries via phone and email.
Collaborate with internal teams to achieve business goals and support operational needs.
Oversee client onboarding and account maintenance processes, incl...