Client service associate

Permanent contract|Hong Kong|Banking operations processing

Client service associate

  • Hong Kong, Hong Kong
  • Permanent contract
  • Banking operations processing


  • Corporate account & transaction enquiries
  • Support of Sales activity and communication with clients
  • Close monitoring of the volume and flow business of the clients 
  • Assistance on cash management and trade finance solutions of existing clients 
  • Liaison with Operations on transaction execution and investigation
  • Customer on-boarding, KYC review, account closure, facility implementation and renewal
  • Customer billing and invoicing
  • Support and promote Cash Management & Trade Finance products and services including from documentation to full implementation of transaction banking solutions 
  • Support new business initiatives

Profile required

  • Hold a relevant Bachelors or Masters degree in Finance or similar
  • Minimum 5 years of experience in HK clearing bank Customer Service or Cash Management/Trade Finance/Transaction Banking support role
  • Commercial Banking experience linked to Corporates servicing
  • Experience in international payments (SWIFT network and message types) and understanding of HK clearing and settlement systems
  • (RTGS, Direct Debits, etc.) is critical
  • Experience in Trade Finance including letter of credit, international guarantee and trade financing is mandatory
  • A team player to ensure concrete deliverables with potential leadership skill and mindsets for future people management.
  • Intermediate knowledge of MS Office especially Word, Excel, PowerPoint and Outlook is required
  • Fluency in English, Mandarin and Cantonese is mandatory


  • Client - Client  focus: I put long term relationship with our clients at the center of my actions, whatever my position 
  • Team Spirit - Collective mindset: I favour the team’s interest over my own results
  • Client - Understanding and Respect: I listen to clients and colleagues in order to understand and anticipate their needs 
  • Client - Sales and Marketing Strategy: I contribute to adapt our offer to our clients'/internal partners' needs
  • Client - Risk: I strive to satisfy clients while taking into account risks for the company
  • Team Spirit - Synergies: I make cooperation with colleagues in and outside my team a priority

Business insight

Company Description
Societe Generale is one of the leading European financial services groups. Founded in 1864, we have been playing a vital role in the economy for over 150 years. With more than 148,000 employees based in 76 countries worldwide, we accompany 32 million clients throughout the world on a daily basis. Based on a diversified universal banking model, the Group combines financial strength with a strategy of sustainable growth.
ASIA-PACIFIC (ASIA), as one of the Business Units of Societe Generale, operates in 12 locations across the Asia Pacific region, employing over 2,500 employees with the regional headquarter located in Hong Kong. Our activities here are centered on Societe Generale's Global Banking & Investor Solutions pole (GBIS), a major growth engine for the Group and a key pillar of Societe Generale's universal banking model. Our expertise in Asia Pacific ranges from Corporate & Investment Banking (Advisory, Financing and Global Markets) to Asset Management, Global Transaction Banking and specialised financial services like Equipment & Vendor Finance and Vehicle Leasing & Fleet Management. In addition, Societe Generale's Global Solution Centre (SGGSC) in Bangalore and Chennai offers customised business solutions to the Societe Generale Group globally including ASIA.

Department Description
Customer Service Officer is a customer-facing role within the Global Transaction Payments Services Department (GTPS) of Societe Generale Hong Kong Branch.You will play a key role in dealing with the day-to-day customer queries related to corporate account, cash management solutions and trade finance needs of our corporate and non-bank financial institution clients and delivering a high quality service. This requires a dynamic and flexible approach to deal with a range of tasks that arise whilst ensuring customer comes first.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 23000EJ8
Entity: Societe Generale Hong Kong Branch
Starting date: immediate
Publication date: 2023/05/02