Client Services Associate

Job level Entry
Work exp Minimum 2 Years
Education Bachelor Degree
Employment type Full Time
Benefits 5-day week, Medical plan
Industry Legal Services
Job function Marketing / Public Relations > Marketing - General / Support
Published On 22/10/2018

Key responsibilities 

  • Develop proposals and letters of engagements (LoEs) for clients on a daily basis
  • Liaise with clients and professional parties, ensuring clients’ instruction and requirements are fulfilled
  • Coordinate meetings between the client and our various teams
  • Follow-up on corporate actions and understand the needs of clients
  • Liaise with various teams in delivering excellent services to our clients as well as potential clients
  • Manage our existing CRM system, marketing pipeline and client on-boarding process
  • To ensure the CRM database remains up to date and relevant
  • Coordination of our proposals, pitch materials and other marketing collateral
  • Perform ad hoc duties as assigned such as support during events



  • Experience in marketing, business development, client services or communications would be advantageous
  • Those with marketing experience in the financial industry would be a plus
  • Undergraduate degree required, with a focus in marketing, communications, or a related business field preferred
  • Experience with Salesforce is a plus
  • Strong project management skills and the ability to juggle multiple tasks simultaneously, consistently delivering high quality result
  • Professional client service manner, responsiveness, flexibility and adaptability
  • Solid English language communication and writing skills, with demonstrated ability to help create marketing collateral including email-based communications and proposal support materials. Spoken and written Mandarin would be advantageous
  • Attention to detail, organized, self-motivated, and eager to learn


Contact Us

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