
JPMorgan Chase
Asset Management - Client Service – Hong Kong Direct Business – Analyst (Based Taiwan) - 12 Months Contract
台北正職1-3年業務行銷發布:2026-06-30
職缺摘要
職責處理香港零售客戶非投資查詢;與內部團隊協作解決客戶指示;推動數位轉型與流程改善專案
領域資產管理、客戶服務、金融服務
技能客戶服務、專案管理、流程改善、數位化、自動化、SITCA 證照、證券高級業務員證照、信託證照、MS Office
亮點支援摩根大通資產管理香港直銷業務,參與數位轉型與自動化專案
學歷要求
Bachelor
職缺描述
We are seeking a Client Service Analyst to support the Hong Kong Direct Business for J.P. Morgan Asset Management, delivering high-quality service to retail investors.
As an Analyst in the Client Service Team, you will support day-to-day client servicing and drives digital transformation and process improvement as the business evolves toward a more digital client experience. You will bring strong communication skills, a structured approach to problem-solving, and hands-on project delivery experience.
Job responsibilities
- Handle Hong Kong retail clients’ non-investment enquiries and requests via phone and written correspondence (email/letters).
- Partner with internal teams (Operations, Sales, Compliance, Risk, Product, Technology as applicable) to resolve client instructions and service requests within agreed service levels.
- Prepare and deliver client communications relating to operational/service changes, incidents, or new initiatives.
- Own and deliver projects end-to-end to improve client experience, operational resilience, and control effectiveness (e.g., digitization, automation, workflow redesign, standardization).
- Identify recurring pain points from client contacts and operational processes; translate them into clear problem statements, requirements, and actionable solutions.
- Support business/regulatory-driven initiatives and changes, ensuring requirements are understood, documented, and operationalized.
- Contribute to regional priorities in digitization & automation, including assisting with intake/prioritization of enhancement ideas and continuous improvement backlog.
Required qualifications, capabilities, and skills
- University graduate with 1 year of experience in client service, operations, or a financial services environment.
- Fluency in English and Cantonese (Cantonese required for client servicing coverage)
- Demonstrable project handling experience (e.g., process improvement, digitization, automation, service enhancement, regulatory change implementation), with ability to manage multiple workstreams and deadlines.
- Strong interpersonal and communication skills (written and verbal), with a client-first mindset.
- Highly organized, detail-oriented, and committed to accuracy; comfortable working in a controlled environment with clear documentation standards.
- Self-starter who is adaptive, fast-learning, responsive, and able to work independently while collaborating across teams.
- Analytical and improvement-oriented: able to use data/metrics to diagnose issues and measure outcomes.
- Team player who actively supports knowledge sharing and continuous improvement.
- SITCA License, or Senior Brokerage License or Trust License
Preferred qualifications, capabilities, and skills
- Proficient in MS Office Suite