Client Services Lead

Posted 18 Days Ago
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Hong Kong
Senior level
Fintech • Payments • Financial Services
The Role
Lead the Client Services team, enhance client satisfaction, manage onboarding processes, and drive client engagement strategies to support growth.
Summary Generated by Built In

About us

First Digital is a digital asset focused trust, custody, financial technology company at the vanguard of the emerging digitalization of assets, where the full value for your worldly assets can finally unite like other digital data. Our best-in-class custodian and near-banking layer enables previously unattainable options for payments, asset management and access to products that can help enhance financial inclusion.  

Our infrastructure – including FDUSD, Asia’s 1st home grown blockchain-based USD stable-coin – Developed to help economies, institutions and developers gain access to technology breakthroughs and capitalize on the digital evolution of finance, trust, and technology.

We’re looking for a dynamic Client Success Executive to lead and drive Post-Sales operational excellence, take ownership for product & service education, and deliver long-term customer retention and ultimately world class customer experience.  

In this role, you’ll lead a high-performing team, collaborate cross-functionally, and play a key part in shaping our client engagement strategy. 

This is an exciting opportunity to join a company at the vanguard of new digital finance, where we work at the intersection of traditional and virtual assets, helping clients navigate the crypto industry, while ensuring white-glove “private bank-grade” experiences, building strong relationships, and supporting our exponential growth. 

What You’ll Do: 

  • Lead, mentor, and coach a team of Client Services and Admin Managers to deliver high levels of client satisfaction and happiness
  • Oversee client onboarding, working closely with Compliance, Business Development and Sales to ensure a streamlined, transparent and seamless engagement experience.
  • Partner closely with Business Development, Compliance Ops, Settlement, and Platform teams to ensure smooth hand-offs and seamless client journey.
  • Build and maintain strong relationships with our most strategically aligned client-partners, understanding their evolving business needs to proactively add value.
  • Analyze client data to uncover trends, anticipate needs, and develop strategic solutions and develop our NPS.
  • Manage and solve client issues and act as a key liaison between clients and internal teams, ensuring efficient resolution.
  • Track and optimize performance metrics for the client success team, continuously identifying areas for improvement.
  • Drive upselling and cross-selling of additional services to existing clients, maximizing value and growth opportunities.
  • Develop and implement success plans for key accounts, ensuring long-term retention and engagement.
  • Gather and relay client feedback to internal teams to support continuous product improvement.
  • Represent the company at conferences, networking events, and industry forums. 

What We’re Looking For: 

  • 5+ years of experience as a people leader/manager in a client-facing role, ideally within Private or International Banking, Institutional multi-national FinTech/Crypto firm, or a Digital Asset Friendly Financial Institution.
  • Strong background in client engagement and relationship management within financial services.
  • Driven strategic thinker with a commercial mindset, able to identify and generate new business opportunities.
  • Proven ability to anticipate client expectations, negotiate “win-win” terms, and analytically utilise data to drive outcomes
  • Experience setting objectives and KPIs and leading a high-performing GTM (ideally CS) team.
  • Strong understanding of Post-Sales, Rev-Ops, CRM and Client Communications best practices.
  • Prior experience or knowledge in crypto (especially stablecoin), blockchain, or digital assets custody is a huge advantage.
  • Solid presentation and confident, consistent communication skills essential.
  • Fluency in English Essential, Fluency in Mandarin Highly Beneficial.
  • MSc or MA in Business related field advantageous, but not essential.  

Why Join Us?

  • Competitive Compensation – We offer a remuneration package that reflects your expertise and contributions.
  • Transportation Support – A monthly allowance to assist with your commute.
  • Comprehensive Benefits – Life, medical, and dental coverage for your well-being.
  • Professional Development – A $4,000 USD education allowance to support your continuous learning.
  • Career Growth – Strong prospects for advancement within a dynamic organization.
  • Team Engagement – Regular activities to foster collaboration and a positive work environment.

#LI-Onsite

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. First Digital Trust reserves the right to amend this job description at any time.

Top Skills

Blockchain
CRM
Digital Assets
Fintech
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The Company
87 Employees
On-site Workplace
Year Founded: 2019

What We Do

First Digital is your trusted guardian delivering next-generation financial services for global businesses and individuals to thrive in the digital asset economy.

First Digital specialises in providing bespoke multi-asset Custodial, Trust, Payments and Stablecoin solutions to businesses, financial institutions and family offices navigating the next frontier in finance.

MULTI-ASSET CUSTODY & SAFEKEEPING
Fortify your treasury operations with First Digital's multi-asset custody solutions—streamlined for global reach, rapid settlement, and a host of value-added services.

STRUCTURED TRUST & ADVISORY
Unlock a wealth of financial engineering and strategic regulatory expertise with tailored structuring and consulting services.

STABLECOIN SOLUTIONS
Optimize your financial operations by harnessing the power of our deeply liquid and zero-fee stablecoin portfolio. First Digital is the home of FDUSD, a fully backed stablecoin issued out of Asia.

PAYMENTS AND SETTLEMENTS
Streamline everyday expenses, cross-border payments and global payroll and enhance your financial fluidity.

WHO WE SERVE
Headquartered in Hong Kong and with a presence in the UK, Middle East, Singapore and Malaysia, First Digital’s clients comprise regulated financial institutions and fintech innovators including blockchain start-ups, money service businesses, token issuers, market makers, digital asset exchanges and family offices.

OUR COMMITMENT TO REGULATORY COMPLIANCE
Fully aligned with Hong Kong’s Anti-Money Laundering and Counter-Terrorist Financing Ordinance, First Digital is licensed under the Trust Ordinance Section 8 of Hong Kong, is SOC1 Type 2 and SOC2 Type 2, ISO 27001 Certified as well as FATCA and AEoI Compliant.

Get in touch for your multi-asset servicing needs:
https://1stdigital.com/contact-us/

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