Asset Management - Client Service – Hong Kong Direct Business – Analyst; Taiwan

Client Service Analyst

We are seeking a Client Service Analyst to support the Hong Kong Direct Business for J.P. Morgan Asset Management, delivering high-quality service to retail investors.

As an Analyst in the Client Service Team, you will support day-to-day client servicing and drives digital transformation and process improvement as the business evolves toward a more digital client experience. You will bring strong communication skills, a structured approach to problem-solving, and hands-on project delivery experience.

Job responsibilities

• Handle Hong Kong retail clients' non-investment enquiries and requests via phone and written correspondence (email/letters).
• Partner with internal teams (Operations, Sales, Compliance, Risk, Product, Technology as applicable) to resolve client instructions and service requests within agreed service levels.
• Prepare and deliver client communications relating to operational/service changes, incidents, or new initiatives.
• Own and deliver projects end-to-end to improve client experience, operational resilience, and control effectiveness (e.g., digitization, automation, workflow redesign, standardization).
• Identify recurring pain points from client contacts and operational processes; translate them into clear problem statements, requirements, and actionable solutions.
• Support business/regulatory-driven initiatives and changes, ensuring requirements are understood, documented, and operationalized.
• Contribute to regional priorities in digitization & automation, including assisting with intake/prioritization of enhancement ideas and continuous improvement backlog.

Required qualifications, capabilities, and skills

• University graduate with 1 year of experience in client service, operations, or a financial services environment.
• Fluency in English and Cantonese (Cantonese required for client servicing coverage)
• Demonstrable project handling experience (e.g., process improvement, digitization, automation, service enhancement, regulatory change implementation), with ability to manage multiple work streams and deadlines.
• Strong interpersonal and communication skills (written and verbal), with a client-first mindset.
• Highly organized, detail-oriented, and committed to accuracy; comfortable working in a controlled environment with clear documentation standards.
• Self-starter who is adaptive, fast-learning, responsive, and able to work independently while collaborating across teams.
• Analytical and improvement-oriented: able to use data/metrics to diagnose issues and measure outcomes.
• Team player who actively supports knowledge sharing and continuous improvement.

Preferred qualifications, capabilities, and skills

• SITCA License, or Senior Brokerage License or Trust License
• Proficient in MS Office Suite