Client Executive, Investor Services, Vp - Taiwan

Publix Serving (Civica)

Taipei City, Taiwan
On-site
Build and maintain client relationships
Drive service quality at client level
Act as single point of contact
The job posting is for a Client Executive in Investor Services at Publix Serving (Civica) in Taipei City, Taiwan. The role involves building and maintaining client relationships, driving service quality, and acting as a central point of contact for clients, requiring extensive experience in the financial services industry and fluency in Mandarin and English

Job Summary

  • Build and maintain positive working relationships with assigned clients portfolio through an active calling program that ensures optimal service for revenue retention.
  • Perform regular service reviews & develop actions plans to address issues, deliver solutions and improve client satisfaction.
  • Build virtual service teams that are capable and nimble to respond quickly to the needs of our clients, creating a team sense of collective responsibility and ‘client first’ mentality.

Matching Summary

Match Score: 85

The job posting is for a Client Executive in Investor Services at Publix Serving (Civica) in Taipei City, Taiwan. The role involves building and maintaining client relationships, driving service quality, and acting as a central point of contact for clients, requiring extensive experience in the financial services industry and fluency in Mandarin and English.

Skills & Requirements

Must-have

  • Build and maintain client relationships
  • Drive service quality at client level
  • Act as single point of contact
  • Securities Services expertise
  • Financial services industry experience

Nice-to-have

  • Proactive process improvement recommendations
  • Client satisfaction monitoring
  • Executive reporting and analysis
  • Building virtual service teams
  • Network of contacts within Citi

Key Requirements

  • 10 years experience in financial services
  • 10 years managing client relationships
  • Securities Services process and product knowledge
  • Excellent written and verbal communication in Mandarin and English
  • Strong influencing skills
  • Effective negotiation and persuasion skills
  • Ability to manage expectations

Work Rights

Not specified

Tailored Resume

Cover Letter