Client Service & Operations Coordinator

About the Company

CapitalRock Legacy Limited is an independent wealth consulting and financial planning business headquartered in Hong Kong. The firm helps clients bring more clarity, structure, and control to their financial lives.

Using its proprietary CapitalRock Wealth Control Tower platform, the company supports clients with wealth profiling, portfolio insights, financial planning assistance, reporting, and secure digital access to their financial information.

As the business expands, it is looking for a Client Service & Operations Coordinator to help manage client relationships and support daily operations.

Client Service

• Serve as the primary contact for client questions and requests.
• Arrange meetings and keep calendars organized.
• Handle client onboarding coordination and follow-up tasks.
• Communicate professionally through email, phone, and messaging tools.
• Help clients with portal access and account-related support.

Operations and Administration

• Keep client files and records accurate and up to date.
• Maintain CRM data and log client interactions.
• Support the creation of client reports and presentations.
• Organize document gathering and file management.
• Assist with invoicing and administrative workflows.
• Track follow-up items and coordinate routine task progress.

Platform Support

• Help administer client portal accounts.
• Support document uploads and permission/access handling.
• Monitor platform-related client questions and requests.

Requirements

• Strong written and spoken English communication skills.
• Well-developed organizational and administrative capability.
• Good working knowledge of Microsoft Office, including Word, Excel, and PowerPoint.
• Careful attention to detail.
• Ability to juggle several priorities efficiently.
• Professional manner with a service-oriented approach.

Preferred Background

• Previous exposure to administration, customer service, operations, hospitality, real estate, insurance, banking support, or a similar field.
• Familiarity with CRM software will be considered an advantage.

What the Role Offers

• A fixed monthly salary of AED 4,000.
• Potential salary reassessment in the future, based on performance and business growth.
• Exposure to wealth management and financial services.
• Direct collaboration with the founder.
• Room for professional development as the company scales.

Eligibility Requirement

Applicants must already be living in the UAE and hold a valid UAE residency visa that allows them to work.

Visa sponsorship is not offered for this opening at present, and applications from candidates who need sponsorship will not be reviewed.

Only candidates who are shortlisted will be contacted.