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Associate, Client Services

IQ-EQ

Associate, Client Services

full-timePosted: Jan 20, 2026

Job Description

Description

  • Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities
  • Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness
  • Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions
  • Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded.
  • Draft engagement letters or addendums

Qualifications

  • Degree Holder of any discipline
  • Prior experience in working in financial industry preferred.
  • Excellent written communication skills in both English and Chinese
  • Excellent verbal communication skills in English, Cantonese, and Mandarin
  • Detailed-oriented, proactive working attitude and team player

Additional Info

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

What we offer

  • Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
  • Wellbeing: additional social benefits such as private health and dental cover, life assurance and etc
  • Annual leave: our employees are entitled to 25 days paid leave plus all statutory public holidays
  • Maternity and paternity leave, education leave and etc

Locations

  • Connaught Road Central 111, Sheung Wan, Hong Kong Island, Hong Kong SAR China

Salary

Estimated Salary Rangemedium confidence

55,000 - 85,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • CRM managementintermediate
  • Sales administrationintermediate
  • Written and verbal communication (English, Chinese, Cantonese, Mandarin)intermediate
  • Detail-orientedintermediate
  • Team collaborationintermediate

Required Qualifications

  • Degree Holder of any discipline (experience)
  • Prior experience in financial industry preferred (experience)

Responsibilities

  • Assist in pipeline tracking and sales administration
  • Update CRM system records
  • Collaborate on sales enablement tools
  • Maintain proposal and engagement templates
  • Draft engagement letters

Benefits

  • general: Motivating financial packages
  • general: Private health and dental cover
  • general: Life assurance
  • general: 25 days paid leave plus public holidays

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IQ-EQ logo

Associate, Client Services

IQ-EQ

Associate, Client Services

full-timePosted: Jan 20, 2026

Job Description

Description

  • Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities
  • Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness
  • Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions
  • Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded.
  • Draft engagement letters or addendums

Qualifications

  • Degree Holder of any discipline
  • Prior experience in working in financial industry preferred.
  • Excellent written communication skills in both English and Chinese
  • Excellent verbal communication skills in English, Cantonese, and Mandarin
  • Detailed-oriented, proactive working attitude and team player

Additional Info

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

What we offer

  • Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
  • Wellbeing: additional social benefits such as private health and dental cover, life assurance and etc
  • Annual leave: our employees are entitled to 25 days paid leave plus all statutory public holidays
  • Maternity and paternity leave, education leave and etc

Locations

  • Connaught Road Central 111, Sheung Wan, Hong Kong Island, Hong Kong SAR China

Salary

Estimated Salary Rangemedium confidence

55,000 - 85,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • CRM managementintermediate
  • Sales administrationintermediate
  • Written and verbal communication (English, Chinese, Cantonese, Mandarin)intermediate
  • Detail-orientedintermediate
  • Team collaborationintermediate

Required Qualifications

  • Degree Holder of any discipline (experience)
  • Prior experience in financial industry preferred (experience)

Responsibilities

  • Assist in pipeline tracking and sales administration
  • Update CRM system records
  • Collaborate on sales enablement tools
  • Maintain proposal and engagement templates
  • Draft engagement letters

Benefits

  • general: Motivating financial packages
  • general: Private health and dental cover
  • general: Life assurance
  • general: 25 days paid leave plus public holidays

Target Your Resume for "Associate, Client Services" , IQ-EQ

Get personalized recommendations to optimize your resume specifically for Associate, Client Services. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Associate, Client Services" , IQ-EQ

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score
Quiz Challenge

Answer 10 quick questions to check your fit for Associate, Client Services @ IQ-EQ.

10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.