Client Relations Analyst

Capital Partners Mortgage LLC

Competitive base salary; individual annual perform...
Not specified
Fluent in written and spoken mandarin
5 years of industry experience
Client servicing experience in financial intermediary space
Capital Partners Mortgage LLC is seeking a Client Relations Analyst to provide proactive service to their Asia ex Japan clients, particularly in the financial intermediary segment. The role requires fluent Mandarin and at least five years of relevant industry experience, with a focus on client servicing and operational support

Job Summary

  • The role involves proactively servicing Asia ex Japan clients with a focus on the financial intermediary segment.
  • Employees receive a competitive salary, annual performance bonuses, and a company-funded retirement contribution of 15%.
  • The company fosters a culture of belonging that values diverse perspectives and authentic self-expression.

Matching Summary

Match Score: 85

Capital Partners Mortgage LLC is seeking a Client Relations Analyst to provide proactive service to their Asia ex Japan clients, particularly in the financial intermediary segment. The role requires fluent Mandarin and at least five years of relevant industry experience, with a focus on client servicing and operational support.

Salary

Competitive base salary; Individual annual performance bonus plus profitability bonus; Retirement plan with 15% employer contribution

Skills & Requirements

Must-have

  • Fluent in written and spoken Mandarin
  • 5 years of industry experience
  • Client servicing experience in financial intermediary space

Nice-to-have

  • Knowledge of institutional business
  • Experience with investment vehicle structures
  • Strong troubleshooting and creative problem-solving skills

Key Requirements

  • Minimum 5 years of relevant industry experience
  • Mandarin language fluency required
  • Working knowledge of regulatory requirements and reporting

Work Rights

Not specified

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