# Client Service Manager

**Company**: Morgan Stanley
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://ms.wd5.myworkdayjobs.com/en-US/External/job/Hong-Kong-Hong-Kong/Asia-Wealth-Management--Client-Services-Manager--Hong-Kong_JR018380-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_710801cd-6b1

## Description

We are seeking a Client Service Manager (CSM) to work closely with Investment Representatives (IRs) to manage client relationships and deliver private wealth management services to Ultra High Net Worth clients.

Key Responsibilities:

- Execute banking and investment transactions for clients

- Conduct pre-trade checks on product suitability and make relevant disclosures to clients

- Follow up on order executions and handle trade booking and settlement

- Monitor accounts' margin usage and manage margin calls

- Handle clients' asset transfer requests

- Answer client enquiries and address client feedback

- Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening

- Conduct regular reviews on account profiles, documentation, and investment risk profiles

- Handle ad hoc requests such as contact changes and portfolio statement requests

- Provide administrative support to IRs on client meetings and business trips

- Participate in initiatives to streamline workflows

Qualifications, Skills & Requirements:

- University graduate in Finance or related disciplines

- Relevant client service experience in wealth management or private banking industry

- Good knowledge of wealth management and private banking investment products and operations

- Certified Private Wealth Professional (CPWP) designation is preferred

- Flexible, detail-oriented, and meticulous

- Ability to multi-task and work efficiently in a fast-paced environment

- Excellent communication and client service skills

- Proficiency in spoken and written English, Cantonese, and Mandarin

## Skills

### Required
- wealth management
- private banking
- investment products
- KYC
- client service

### Nice to have
- Certified Private Wealth Professional (CPWP)

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Source: [Apply at ms.wd5.myworkdayjobs.com](https://ms.wd5.myworkdayjobs.com/en-US/External/job/Hong-Kong-Hong-Kong/Asia-Wealth-Management--Client-Services-Manager--Hong-Kong_JR018380-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)