Client Service Officer (assistant Vice President)

Publix Serving (Civica)

Hong Kong, Hong Kong, Hong Kong
**
Client tax documentation updates
Manage tax related queries
Client facing role
** The Client Service Officer (Assistant Vice President) at Publix Serving (Civica) in Hong Kong is a leadership role focused on establishing a new Client Tax Services team to manage client tax documentation and related queries. The position requires strong communication skills and experience in client-facing roles, particularly in private banking or UHNW segments. **

Job Summary

  • The Client Tax Service Officer will play a key leading role in setting up a new Client Tax Services (CTS) Team, taking ownership of updating client tax documentation and managing day-to-day tax related queries.
  • This is a client-facing role involving direct work with Private Banking Teams, clients, and partner organizations, requiring strong communication and diplomacy skills.
  • Responsibilities include supporting team build-out, identifying process risks, managing daily work, client liaison for tax matters, and improving tax form processes.

Matching Summary

Match Score: 75

** The Client Service Officer (Assistant Vice President) at Publix Serving (Civica) in Hong Kong is a leadership role focused on establishing a new Client Tax Services team to manage client tax documentation and related queries. The position requires strong communication skills and experience in client-facing roles, particularly in private banking or UHNW segments. **

Skills & Requirements

Must-have

  • Client tax documentation updates
  • Manage tax related queries
  • Client facing role
  • Private Banking Teams liaison
  • Drafting and issuing communication
  • Improve tax form solicitation
  • Produce MI and track service levels

Nice-to-have

  • Coaching and training new recruits
  • Continuous process optimization
  • Risk and compliance management
  • Basic SQL knowledge

Key Requirements

  • 5-8 years of relevant experience
  • Strong client-facing experience
  • Tax knowledge and experience
  • Bachelor's/University degree or equivalent experience
  • English, Mandarin, and Cantonese required

Work Rights

Not specified

Tailored Resume

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