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Lead Client Servicing - OMES

External
clearwateranalytics logoClearwateranalytics · Office -, Hong Kong
Full-timeOn-siteToday
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Responsibilities

  • Serve as a key point of contact for clients using OEMS solutions, providing day-to-day support and guidance across trading execution and compliance functions.
  • Assist clients - including front office users - with system-related queries, user issues, and functional questions relating to OEMS workflows.
  • Support clients on compliance-related requirements and responsibilities within the OEMS environment, ensuring front office users are equipped with both trading and compliance knowledge.
  • Work closely with client compliance counterparts; able to fully comprehend compliance scenarios and use cases, and integrate these into the compliance module.
  • Work closely with internal teams to troubleshoot issues, coordinate resolutions, and ensure timely follow-up with clients.
  • Support senior team members in understanding client requirements, business processes, and trading workflows to enhance the overall support experience.
  • Deliver client training sessions and walkthroughs to help users confidently navigate and utilize OEMS functionality.
  • Maintain clear and accurate documentation, including support processes, user guides, training materials, and client feedback.
  • Build strong client relationships by proactively engaging with users, gathering feedback, and identifying opportunities to improve service delivery.
  • Provide ongoing post-go-live support to help clients maximize the value of their OEMS solution.
  • Cover early morning support hours (from 7:00 AM HKT) to align with APAC market open, where applicable.

Requirements

  • Bachelor's degree in a relevant field (e.g. Business, Information Technology, Finance).
  • 2-5 years of experience in a client support, training, servicing, or operations role, preferably within the financial services technology sector.
  • Knowledge of or exposure to trading compliance requirements and front office workflows is strongly preferred.
  • Familiarity with or experience in local regulatory compliance requirements (HK or SG) is a plus.
  • Strong communication and interpersonal skills, with a genuine passion for client engagement and support.
  • Ability to manage client queries professionally, prioritize effectively, and coordinate across teams.
  • Eagerness to learn OEMS functionality and develop expertise in financial technology solutions.
  • Familiarity with financial technology vendors specializing in OMS/OEMS is a plus, but not required.

Additional Information

Job Summary We are seeking a dedicated and client-focused Lead Client Servicing Associate for our OEMS Support team. The successful candidate will play a pivotal role in ensuring a seamless client experience by providing day-to-day support for our OEMS solutions, with specialist expertise spanning both trading execution and compliance. This role is ideal for individuals who thrive in a client-centric environment, enjoy understanding complex workflows, and are committed to delivering high-quality support and effective issue resolution. The Lead Client Servicing Associate will engage closely with front office users, assist them with system-related inquiries, and foster lasting relationships while facilitating ongoing client training and feedback. This role is essential for enhancing client satisfaction and maximizing the value of our technology solutions.


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