Senior Officer, Client Success
A DAY OF YOUR LIFE
- Assist in the coordination and execution of due diligence projects, ensuring adherence to project timelines and quality standards.
- Liaise with clients to gather necessary information and documentation, addressing any queries or concerns promptly and professionally.
- Prepare accurate and comprehensive reports, summaries, and presentations based on project findings.
- Maintain a thorough understanding of industry regulations and compliance requirements.
- Foster strong client relationships by providing proactive and responsive support, anticipating their needs, and ensuring their satisfaction.
- Collaborate with cross-functional teams, including researchers, analysts, and compliance professionals, to deliver high-quality results.
- Stay updated on industry trends and best practices related to due diligence and incorporate them into daily workflow.
WHAT YOU WILL NEED TO SUCCEED
- Bachelor's degree in Business Administration, Finance, or a related field.
- 2 years of experience in the commercial industry or a similar role, demonstrating a solid understanding of client servicing processes and methodologies.
- Exceptional organizational and time management skills, with the ability to handle multiple projects simultaneously.
- Strong critical and analytical skills, with the ability to interpret complex information and draw meaningful conclusions.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams.
- Proficiency in using the Microsoft Office Suite and other relevant software applications.
- A proactive and initiative-taking mindset with a strong commitment to delivering high-quality results.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Proficiency in Mandarin, Cantonese, and English.