Client Services and Operations Associate

If you are passionate about serving clients, have an amazing attention to detail AND want to make a real difference in the world of finance then this role is for you.   We offer a modern work environment with flat hierarchies and a lot of personal freedom to hatch creativity which will allow you to expand your skill set and responsibilities FAST.

This role is based in Hong Kong, which offers an amazing quality of life.  Here we have a vibrant city and night life that is coupled with beautiful nature, all at our finger-tips.

About SystematicEdge

We are a cutting-edge financial services provider specialized in Investment & Currency Management Solutions. We believe traditional financial services are at an inflection point.  Subsequently, to fully benefit our clients, we are focused on leveraging new technologies, coupled with quantitative research to offer compelling investment and multi-currency treasury solutions. SFC License No. BLO527

Role Objective

This role will work between the Portfolio Management team and the CFO’s office in the following areas:

  • Handle clients’ enquiries via different channels including email, live chat and phone call
  • Daily trade bookings in the relevant systems.
  • Familiarity with various platforms including trading systems and administrative portals in order to execute client requests such as funding, position transfers etc.
  • Assist clients in accounting and statement inquiries, including but not limited to, statements reconciliations
  • Troubleshoot with clients and take ownership when issues arise, be able to follow up, escalate and liaise with various parties.
  • Working with the CFO on various projects.
  • Identify opportunities for automation and other process improvements.
  • Responsible for monthly client reporting.

The most qualified candidate will:

  • Have a degree in finance, economics, accounting, business or similar
  • This role is open to new grads or those with between 1-3 years of work experience.
  • Ideally, prior work or internship experience in a role where attention to detail was fundamental.
  • Experience across a breadth of financial instruments: futures, options, general knowledge of derivatives.
  • Proficiency in Microsoft Excel, and experience with relational database management systems such as Microsoft Access or MySQL
  • Ideally, proficiency in at least one programming language such as VBA, Python or C++
  • Strong work ethic and attention to detail
  • Excellent project management and communication skills
  • Ability to work under pressure of time and markets


Apply to:

Deadline: July 1st, 2024

Start date: September 2024