Lead Client Servicing - Omes
clearwater analytics hong kong
📍 office - hong kong hong kong sar china🕐 3mo ago🔗 workday
Job Description
**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.
**Key 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.
**Qualifications**
* 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.