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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.
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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
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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.
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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