Analyze client concerns, identify root causes, and drive timely corrective actions.
Support onboarding, transitions, and implementation activities for new and existing clients.
Prepare and deliver client reporting, service reviews, and operational updates.
Maintain accurate documentation of client interactions, requests, and resolutions.
Identify process improvement opportunities that enhance efficiency, controls, and client experience.
Support audits, risk reviews, and regulatory requirements related to fund administration and transfer agency operations.
What you will need
Bachelor’s degree or Diploma
Minimum 2 years of experience in Transfer Agency, Fund Management, Fund Administration, Asset Management or related financial services operations.
Effectively Bilingual in Cantonese and Business English
Demonstrated experience managing client relationships and resolving complex operational issues.
Strong understanding of investment funds, shareholder servicing, subscription and redemption processes, and fund operational workflows.
Knowledge of operational controls, risk management practices, and regulatory requirements within the funds industry.
Strong analytical, problem-solving, and decision-making skills.
Excellent verbal and written communication skills with the ability to engage diverse stakeholders.
Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment.
Experience supporting institutional, asset management or investment fund clients is preferred.
Knowledge of transfer agency platforms, fund accounting systems, or client servicing technologies is preferred.
Experience leading service improvement initiatives or operational change projects is preferred.
Understanding of AML, KYC, investor servicing, and fund compliance processes is preferred.
Advanced proficiency in data analysis, reporting, and Microsoft Office applications is good to have.
What We Offer you
At FIS, we are as committed to growing our employees’ careers as our own business. We offer:
Opportunities to innovate in fintech
Inclusive and diverse team atmosphere
Professional and personal development
Resources to contribute to your community
Competitive salary and benefit
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Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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