Description
We are seeking a Senior Specialist, Client Service Management to support institutional and intermediary clients across APAC ex Japan, with a particular focus on Greater China.
The successful candidate will manage client servicing across the full lifecycle, from onboarding and account setup through ongoing servicing and offboarding. The role requires hands-on client support in English and Chinese and close coordination with Sales, investment firms, and specialist teams across the region.
Key responsibilities include:
- Managing client onboarding, account opening, account changes, and offboarding
- Supporting KYC/AML reviews and coordinating legal, compliance, tax, and operational requirements
- Coordinating fund, share-class, platform, and static-data setup
- Acting as a day-to-day contact for client enquiries and service requests
- Tracking client issues and complaints through to resolution
- Maintaining accurate client, account, and CRM records
- Identifying recurring servicing issues and opportunities to improve processes
Requirements:
- Bachelor's degree in Business, Finance, or a related discipline
- At least five years of relevant experience in asset management or financial services
- Experience in client onboarding, KYC/AML coordination, fund operations, and ongoing account servicing
- Fluent written and spoken English and Chinese
- Strong judgement and attention to detail, with the ability to manage competing deadlines and resolve issues independently
- Strong relationship management and coordination skills
- Proficiency in Excel, Word, and PowerPoint
We offer highly competitive compensation, benefits, and wellbeing programs, including access to flexible global resources and tools for your life's journey, focus on your health, foster your personal resilience, and reach your financial goals.