Assistant Manager, Investor Services Hong Kong Monday - Friday, 9.00am - 6.00pm Hybrid Some of the things you’ll be doing: - Performs AML/CFT including investor KYC and follow up with investor on required KYC documents including FATCA/CRS related forms/information - Prepares investor KYC pack and update the checklist/system - Performs FATCA/CRS Indicia and documentation review and carry out the validation and reasonableness check - Prepares FATCA/CRS files and arrange respective reporting before regulatory deadlines - Oversee and review TA dealing activities including capital calls, distributions, transfer, subscriptions, redemptions, switches - Maintains and updates investor register and static data in system - Prepares and issues investor statements, contract notes and manages distributions/dividends - Review and approve payments and settlements - Act as the key contact with clients and investors on routine transaction and KYC related matters - Ensures strict compliance with CSC internal procedures and guidelines as well as the regulatory requirements - Collaborates with other teams to understand client needs and provide solutions - Participates in ad hoc projects assigned by your supervisor What technical skills, experience, and qualifications do you need? - Degree holder in Business Administration or related discipline - Minimum 5 years investor services experience - Candidates with less experience will be considered for a more junior role - With Know Your Customer ("KYC") or Transfer Agency background is required - Proficiency in Microsoft Office suite, especially WORD, EXCEL, PPT - Excellent in both written and spoken English and Chinese, with conversational Mandarin - Independent, multi-tasking, meticulous, pro-active, attentive to details, self-motivated - Able to adapt in new challenges and with excellent communication skills - Mature and stable, be willing to work under pressure About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About the Team At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations. CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions. - CSC is a great place to work with smart and dedicated people. - We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work. - We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. - Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. - CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more. - As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

Role Description As a Manager in Intellectual Property Dispute Resolution for Ocean Tomo, a part of J.S. Held, you will focus on the daily management of litigation engagements. Some of the responsibilities include: - Creating complex financial models on client businesses and products - Writing reports, presentations and other materials - Daily management of engagements including meetings with clients and counsel - Critiquing opposing parties' claims - Directing analyst efforts in preparing models, reports and research and other activities on the engagement - Synthesizing financial, marketing and other documents - Managing small to medium sized projects independently - Training of analysts on technical concepts - Assisting with practice development efforts of the Directors and Managing Directors - Playing a supporting role in identifying and exploring new business opportunities Qualifications - Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program - 4 plus years of litigation consulting or intellectual property valuation experience - CPA/CFA preferred - High degree of professionalism, integrity and flexibility - Excellent oral and written communication skills - Great attitude and client presence - Experience managing team members - Solid analytical skills, and the ability to work well in a team environment are essential - Proficiency with MS Word and Excel - Superior attention to detail Requirements - Prolonged periods sitting at a desk and working on a computer - Ability to travel as needed Benefits - Flexible work environment allows employees to work remotely, when needed - Flexible Time Off policy - Medical, Dental, and Vision Insurance - 401k Match - Commuter Benefit - A reasonable estimate of the salary range for this role is $100k - $120k

Role Description The Referent Relations Manager is responsible for leading all communications, reporting, data management, and relationship coordination with referral sources after clients are admitted. This manager ensures that all documentation and reporting are completed accurately and on schedule, strengthening partnerships with referents through responsive and transparent communication. The role also involves supporting internal teams by promoting strong interdepartmental collaboration and optimizing processes for efficiency. The Referent Relations Manager supervises Client Care Coordinators involved in referent-related activities and plays a vital part in enhancing both client and referent experiences. Additionally, this position leverages data to guide strategic decisions, identify emerging trends, and support effective planning for service delivery, ensuring that the organization continuously improves and meets the evolving needs of clients and referents. Duties & Responsibilities - Referent Communication and Relationship Management - Act as the primary liaison for all referral partners, fostering a responsive, knowledgeable, and cooperative environment. - Ensure that referrers consistently receive prompt follow-ups and program updates. - Provide timely notifications to referents regarding program completions, extensions, treatment breaks, or adjustments to care plans. - Facilitate the sharing of clinical, medical, and administrative updates by working closely with internal stakeholders and clinicians. - Oversee the accuracy and currency of referent contact records within EMR and CRM systems. - Engage with clients exploring employer-paid extensions, guiding them through the process. - Maintain comprehensive digital records of communications, agreements, and pertinent documentation. - Reporting, Forecasting and Analytics - Oversee and ensure timely, accurate preparation and submission of all referent reports. - Lead the creation and review of weekly referral and engagement reports. - Monitor and compile Virtual Intensive Therapy Program (VITP) attendance data. - Audit client files, EMR records, and workflows to verify compliance with referent contract requirements. - Maintain and optimize CRM or referral tracking systems. - Communicate key findings, insights, and forecasting information to leadership. - Coordinate and follow up on outcome measures and partnership communications. - Referral Process Management and Coordination - Manage and enhance the referral process to improve client access and service efficiency. - Supervise the handling of incoming referrals, ensuring timely responses. - Coordinate closely with intake and clinical teams to proactively address capacity issues. - Work with Intake and Admissions to monitor the referral pipeline. - Lead cross-functional initiatives by collaborating with marketing, intake, and clinical teams. - Interdepartmental Coordination - Serve as the main point of contact between referents and administrative or clinical teams. - Collect and communicate partner feedback and concerns to leadership. - Oversee and coordinate the accurate completion of documentation required for program extensions or modifications. - Assign, monitor, and ensure completion of reporting tasks across teams. - Outreach and Presentations - Lead and deliver impactful presentations and virtual information sessions to existing and potential partners. - Act as a professional and knowledgeable representative of the organization during all referent interactions. - Supplementary Responsibilities - Other duties as assigned. Qualifications - Exceptional organizational and time-management abilities. - Proven capacity to work autonomously and manage competing deadlines. - Strong leadership, interpersonal, and client service skills. - At least two years’ experience in client-facing or administrative positions. - Advanced proficiency with MS Office Suite (Excel, Outlook, Word, PowerPoint). - Hands-on experience using EMR and CRM systems. - Background in healthcare or mental health administration. - Comfortable handling confidential information and sensitive communications. - Strong analytical and critical thinking skills. - Experience with data tracking systems and reporting tools. Education & Experience - Completion of post-secondary education, preferably in health administration, business, or a related field. - Demonstrated experience in medical or mental health administration is considered a strong asset. Benefits - Comprehensive benefits package including a yearly allowance of $2,000 for mental health and addiction services. - 24/7 Employee Assistance Program through GreenShield Health. - Competitive paid time off, with an extra paid day off for your birthday. - Float Days and Recognized Statutory Holidays. - Access to in-house fitness facilities or discounted gym memberships. - Exclusive discounts through Perkopolis on entertainment, insurance, and more. - Opportunities for personal and professional growth through our Education Support Assistance program. - Supportive relocation opportunities due to our nationwide presence. - Defined Benefit pension plan with up to a 4% employer contribution. - Maternity and parental leave top-up. - Discounts available at Kids & Co. Daycare.

Role Description TechOp Solutions International is seeking an experienced Remote Operations Manager to lead the day-to-day operations of a high-volume, remote call center. The Operations Manager is responsible for overseeing the day-to-day operations of a high-volume, 24x7x365 call center, ensuring exceptional service delivery, operational efficiency, and compliance with contractual and organizational requirements. This position provides leadership and direction for operational staff while managing customer service performance, workforce activities, operational processes, and technology support. The Operations Manager serves as the primary operational liaison between program leadership, stakeholders, and support teams to ensure seamless service delivery and continuous operational improvement. - Manage the daily operations of a 24x7x365 contact center environment, ensuring service levels and performance objectives are consistently achieved. - Provide leadership, direction, and oversight to supervisors and operational support staff. - Ensure compliance with organizational policies, procedures, service standards, and contractual requirements. - Oversee customer service operations, staffing, workforce utilization, scheduling, facility support, and operational readiness. - Serve as the primary point of contact for operational escalations, service disruptions, and issue resolution. - Collaborate with information technology teams during the planning, implementation, testing, and deployment of system enhancements and operational improvements. - Ensure operational systems, workflows, and technologies are functioning efficiently and supporting business objectives. - Foster a culture of accountability, continuous improvement, customer service excellence, and operational effectiveness. - Perform additional duties as assigned. Qualifications - Bachelor's degree from an accredited institution. - Minimum of six (6) years of experience managing contact center operations, customer service operations, or a comparable operational environment. - Demonstrated experience leading high-performing teams in a fast-paced, customer-focused environment. - Experience managing operational performance metrics, workforce planning, service delivery, and process improvement initiatives. - Must meet security eligibility requirements. Company Description TechOp Solutions is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, gender identity or any other characteristic protected by applicable federal, state or local laws.