Client Support Executive

About the role

The Client Support Executive role involves assessing documents received from clients and organizing them into appropriate request categories. You will review request information, verify key details, document comments, and coordinate with the Underwriting and Issuance team on complex cases requiring expert analysis. The role includes performing quality assurance and audit activities by validating system outputs against client documentation and signature records, ensuring data integrity and compliance with operational requirements.

Key responsibilities

• Assess documents received from clients and organize them into the appropriate request categories based on the information provided
• Review request information, verify key details, document comments in the worksheet, and coordinate with the Underwriting and Issuance team on complex cases requiring expert analysis
• Perform quality assurance and audit activities by validating system outputs against client documentation and signature records, ensuring data integrity and compliance with operational requirements
• Daily effort allocated to reviewing client-submitted documents and routing them to the appropriate team based on the request type
• Engage part time support to perform QC and audit activities, allowing operational staff to focus on higher value work such as assessing and processing client submitted requests

About you

• Proficient in read, written and spoken English and Traditional Chinese
• Attention to detail
• Time Management Skill
• Analytical Thinking
• Problem solving skill