full-time

Associate - Client Service Team

Posted by IQ-EQ • Hong Kong, Hong Kong Island, Hong Kong

📍 Hong Kong, Hong Kong Island 🕒 March 01, 2026

About the Role

Job Description

Client Services:

  • Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities
  • Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness
  • Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions
  • Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded.
  • Draft engagement letters or addendums

Qualifications

Qualifications

  • Degree Holder
  • Prior experience in working in financial industry preferred.
  • Excellent written communi...

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