About Us We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data.
Our award-winning Trading, Post-Trade, Data & Analytics, Reg Tech, and Saa S solutions power efficiency, transparency, and innovation for over 200 of the world's top financial institutions.
Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology's impact and reliability.
With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale.
We are Great Place to Work Certified in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023).
Founded in 2001 by ten of the world's leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, Black Rock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo.
Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build.
About The Role We are looking for a Client Success Specialist to join us in Hong Kong, supporting our client base across the Asia-Pacific region.
Our Client Success team is responsible for helping clients realise value from our product suite by driving adoption, engagement, and long-term partnership across our trading, post-trade, data, analytics, and regulatory and platform solutions.
In this role, you will provide proactive, day-to-day coverage for a defined portfolio of clients, acting as a trusted point of contact and coordinator across teams.
You will focus on understanding client objectives, supporting effective onboarding and usage, and identifying opportunities to expand engagement over time.
Working closely with colleagues across Sales, Product, Technology, and Operations, you will play a key role in client satisfaction, retention, and regional revenue growth.
What You'll Do Own and manage a portfolio of client accounts across the APAC region, acting as the primary point of contact for day-to-day engagement Develop and deliver structured account action plans aligned to client priorities and regional growth objectives Support and drive client adoption and increased usage of our platforms and solutions through proactive engagement Deliver client onboarding support, training sessions, product demonstrations, and enablement activities Monitor client usage, engagement levels, and feedback to identify risks, improvement areas, and opportunities for deeper engagement Identify and progress opportunities for increased usage, upsell, or cross-sell within assigned accounts, partnering with Sales where appropriate Coordinate with internal teams across Sales, Product, Technology, and Operations to resolve issues and support timely delivery Prepare for and contribute to client meetings, service reviews, and follow-up actions Maintain accurate client records, activity notes, and opportunity tracking within internal systems What We're Looking For4+ years of relevant commercial experience in financial services, fintech, market infrastructure, or a technology-enabled client-facing environment Experience in client success, client services, account management, operations, product support, implementation, or a closely related function Strong ability to manage a defined portfolio of client relationships, balancing reactive support with proactive engagement Comfort working with technology-enabled products and the ability to learn and explain new solutions to clients Commercial awareness, with the ability to identify opportunities to increase engagement, improve client outcomes, or support revenue growth Strong written and verbal communication skills, including the ability to deliver structured client training and product walkthroughs A self-motivated and accountable approach, with the ability to operate independently while collaborating closely with others Strong organisational and problem-solving skills, with a structured approach to prioritisation and execution Nice to have Experience within securities finance, capital markets, or trading-related environments Familiarity with front-to-back trade lifecycle concepts, onboarding, or post-trade processes Exposure to data, analytics, or regulatory-focused financial products Experience working with regional or global client portfolios Benefits Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year.
Discretionary Annual Cash Bonus: A discretionary cash bonus is available to reward your performance and contributions to the company's success.
Generous Vacation Days: Ample vacation days are available each year, in addition to public holidays.
Group Risk and Income Protection Coverage: Comprehensive group risk and income protection coverage is available from day one.
Private Health Insurance and Travel Insurance: Private health insurance and comprehensive travel insurance are provided.
Statutory Contribution to MPF: Equi Lend makes statutory contributions to your Mandatory Provident Fund (MPF) to help you plan for the future.
Diversity & Inclusion At Equi Lend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued.
We believe that a variety of perspectives drives innovation and strengthens our success.
