Manager, Client Service

Functional Description: ETF client service and operations support for securities channels: distributor onboarding & lifecycle management, enquiry handling, and ETF capital markets support . People Responsibility: N Reports To: Head of Client Service Role Purpose: Deliver timely, accurate and compliant servicing for ETF distribution partners by supporting securities channel sales operations, managing onboarding/lifecycle tasks, resolving broker/investor enquiries, and supporting ETF primary-market coordination and Wholesale Business.

Job Contents Support securities distribution channels and WB sales coordination. Onboard new distributors (account opening documents, follow-up, system set-up). Maintain distributor lifecycle data and records. Handle broker/investor enquiries; coordinate internal investigation and response. Support price deviation monitoring and escalation.

Coordinate PD/LP creation & redemption order processing follow-through. Complete CDD and daily screening; maintain audit-ready documentation. Qualification/License Requirement University degree preferred. Experience in client service / fund services / operations / onboarding. ETF servicing and broker onboarding experience preferred.

Knowledge of CDD/KYC/KYD and screening; strong control mindset. Understanding of Taiwan regulatory environment. Strong communication and attention to detail. Good English and MS Office skills. Pre-requisite License Requirement: SITC Professional License(投信投顧執照)