Senior Associate, Client Servicing & Translation

Job Description

Client Services:

  • Participate in the pursuit process, conducting market research, and preparing sales documents to support business development efforts
  • Facilitate client engagement activities, including meeting preparation, prospect study, and client onboarding, to ensure a seamless and positive experience
  • Implement client services feedback programs, gathering and analyzing feedback to identify areas for improvement and enhance client satisfaction
  • 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.


  • Supporting translation between English and Chinese (simplified and traditional characters) on presentation materials and other work as required.
  • Ability to translate English to other Asian language and vice versa will be an advantage


  • Degree Holder in Translation
  • Prior experience in working in financial industry preferred.

Skills and Abilities:

  • 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 information

The shortlisted candidate will be working under ComplianceAsia. 

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.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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