Asset Management Client Account Management Senior Associate

Make an impact by helping institutional clients navigate complex servicing needs with confidence and clarity. You will own client requests end-to-end, collaborate with partners across regions, and help deliver a consistent, high-quality experience. This Manila-based role supports Asia time zones while working closely with colleagues in Europe, the Middle East and Africa (EMEA) and North America. You will bring strong communication, attention to detail, and a control-minded approach to how work gets done. Join a team that values continuous improvement, accountability, and trusted partnerships.

Job summary
As a Client Account Senior Associate in the Client Account Management Team, you will serve as a designated servicing contact for institutional clients, owning bespoke enquiries and driving timely resolution of complex servicing needs. You will support key client lifecycle activities and partner closely with internal stakeholders and external service providers to deliver a consistent client experience across regions and time zones.

Job responsibilities

• Serve as the designated servicing contact for bespoke client enquiries, taking end-to-end ownership and coordinating responses across internal teams
• Support client lifecycle activities, including client onboarding, ongoing account maintenance, know your customer (KYC) requirements, account changes or restructuring, and client offboarding
• Coordinate the review and processing of client agreements and related documentation in partnership with relevant stakeholders
• Liaise with platform providers and transfer agents on account setup, maintenance, and operational matters
• Coordinate responses to requests from clients, consultants, auditors, and other approved third parties
• Support the production and coordination of regulatory reporting, client disclosures, and due diligence questionnaires
• Conduct client review meetings, including post-onboarding reviews and periodic service reviews
• Investigate, resolve, communicate, and escalate client servicing issues and errors with appropriate ownership and controls focus
• Identify and contribute to process improvement, technology, and operating model initiatives that enhance the client servicing experience

Required qualifications, capabilities and skills

• Proficiency in an Asian language (for example, Cantonese, Mandarin, Japanese, or Korean) to support regional clients and stakeholders
• Bachelor’s degree in finance, business, economics, or a related field
• 6 years of experience in institutional client servicing, client onboarding, asset servicing, or related roles within financial services
• Demonstrated knowledge of client servicing processes and operational workflows, including onboarding and account maintenance activities
• Proven ability to communicate financial concepts clearly and professionally with clients and internal stakeholders
• Strong organizational skills with the ability to manage multiple priorities and deliver high-quality outcomes in a fast-paced environment
• Strong attention to detail, problem-solving skills, and follow-through, with a consistent controls mindset
• Excellent verbal and written communication skills in English

Preferred qualifications, capabilities and skills

• Experience supporting asset management or investment management institutional clients
• Experience working across time zones with stakeholders in Asia, EMEA, and North America
• Familiarity with automation and data tools (for example, Alteryx, Power BI, Python, or similar technologies)
• Experience coordinating with transfer agents and third-party service providers on operational matters
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.