Associate, Client Services

**About Prive**

Privé Technologies is one of the first and fastest-growing FinTech companies based in Hong Kong, with multiple offices in Asia and Europe. Our core offering is an innovative wealth management platform, which is seen by many as a disruptive force in the industry.

Our current clients include financial institutions like External Asset Managers, Family Offices, and Private Banks in Europe and Asia. Privé has been recognized in the Top 50 Financial IT Pathfinder 2016/2017 Global Rankings. Privé was also most recently a FinTech winner in the 2017 Hong Kong ICT Awards and was selected as the winner of consecutive Asian Private Banker Technology Awards in 2015 and 2016. Privé also went on to be awarded as a finalist in the Accenture Program.

**About the Team**

The Client Services & Onboarding team plays a vital role in forging enduring relationships with Prive’s customers by providing a seamless onboarding experience and reliable client support to them. We are a small, close-knit, and dynamic team rooted in an agile and hard-working mindset.

**Responsibilities**
- Work closely with the Project Manager and Client to gather client onboarding requirements
- Ensure user accounts are created and managed in accordance with Prive’s user access security guidelines
- Provide onsite/offsite client support as part of the client onboarding process
- Ensure client communication is appropriately managed
- Escalate issues in accordance with the client escalation framework
- Review control reports to ensure all client support tickets have been followed-up according to service level guidelines
- Work closely with Sales and Developers to document business and functional requirements for client-driven technical change requests relating to user account management
- Support the regional CSO manager in creating service desk reports for both internal and external stakeholders
- Assist the Head of Client Services & Onboarding in improving efficiency, control, and user experience of the user account management and platform configuration capabilities through infrastructural upgrades and implementation of standard operating procedures.
- Assist the Head of Client Services & Onboarding in Improving the client service framework
- Should be able to work or be on standby on Saturdays and Public Holidays on an as-needed basis

**Qualification**
- Bachelor's degree in Finance, Business, Computer Science, or a related field
- At least 3 years of relevant experience with a good understanding of Finance and/or Wealth Management
- Must be fluent in English and has the ability to communicate with the global team, and internal stakeholders
- Fluency in Mandarin (Traditional Chinese), German, Thai or Korean is an advantage
- Working experience in a technology (SaaS\Cloud) environment is preferred
- Great attention to detail and ability to work with large data sets
- Proficient in Microsoft Excel or other data analysis tools
- Problem solver with strong analytical skills
- Experience in management reporting and/or root cause analysis
- Certification in Six Sigma, Lean, Agile or having an equivalent experience managing operational process improvement projects is preferred
- Highly organized, ability to multitask, and have excellent time management skills
- A self-motivated individual, able to deliver with mínimal supervision, whilst working effectively in a team