Client Services Analyst - Private Banking department

Job Duties

• Process and manage client instructions related to account opening, maintenance, and closure, ensuring accurate system updates in line with Service Level Agreements
• Provide operational support to the Manager to ensure end‑of‑day procedures are completed accurately and within required timelines
• Identify and escalate exceptions, discrepancies, or operational irregularities promptly for management review and resolution
• Participate in business initiatives and projects, including gathering user requirements, performing User Acceptance Testing (UAT), and delivering internal training to team members
• Support process improvement initiatives, including streamlining workflows, eliminating inefficiencies, and assisting with process migration and automation
• Share best practices and knowledge to enhance team efficiency and strengthen internal controls
• Prepare and deliver Management Information (MI) reports and operational metrics as required
• Maintain effective communication and coordination with internal and external stakeholders

Requirements

• Bachelor degree in business, finance or related fields
• 1-3 years proven customer service, account opening/closure and/or CRS and FATCA experience
• Good written communication in English and Cantonese