Asset Management - Client Account Management Associate

Delivering an exceptional client experience takes ownership, precision, and partnership. In this role, you will be a trusted servicing contact for institutional clients with complex needs. You will coordinate across internal teams to resolve issues and improve how we work. You will help strengthen controls while keeping client outcomes front and center. If you thrive in a fast-paced, collaborative environment, this is an opportunity to make a measurable impact.

Job summary

As a Client Account Associate in the Client Account Management Team, you will act as a designated servicing contact and help deliver a consistent, high-quality experience across the client lifecycle. You will own bespoke client enquiries, coordinate responses with internal partners, and drive timely resolution of complex servicing issues. This Manila-based role supports Asia time zones while collaborating with stakeholders across Asia, Europe, the Middle East and Africa, and North America.

Job responsibilities

• Serve as a designated servicing contact for bespoke client enquiries, taking ownership of requests and coordinating responses across relevant internal teams
• Support client lifecycle activities, including onboarding, ongoing account maintenance, know your customer (KYC) activities, account changes and restructuring, and offboarding
• Coordinate and facilitate reviews of client agreements and documentation to support accurate servicing and timely execution
• Liaise with platform providers and transfer agents on account administration and operational matters
• Coordinate responses to requests from clients, consultants, auditors, and other approved third parties
• Support the production and coordination of regulatory reports, client disclosures, and due diligence questionnaires
• Conduct client review meetings, including post-onboarding reviews and ongoing service reviews
• Investigate, resolve, communicate, and escalate client servicing issues and errors in line with service expectations and controls

• Identify and participate in process improvement, technology, and operating model initiatives designed to enhance the client servicing experience

Required qualifications, capabilities and skills

• Proficiency in Cantonese, Mandarin, and/or Japanese to support regional clients and stakeholders
• 6 years of experience in institutional client servicing, client onboarding, asset servicing, or related roles within financial services
• Demonstrated understanding of client servicing processes and operational workflows within financial institutions
• Strong communication skills, with the ability to explain financial and operational concepts clearly and professionally
• Proven ability to build effective relationships with clients and internal stakeholders
• Ability to work independently, manage multiple priorities, and operate effectively in a fast-paced environment
• Strong attention to detail, problem-solving capability, and follow-through
• Excellent verbal and written communication skills in English
• Strong risk and controls mindset, with a focus on accurate execution and issue ownership
• Bachelor’s degree or higher in Finance, Business, Economics, or a related field

Preferred qualifications, capabilities and skills

• Experience supporting institutional asset management clients
• Experience coordinating client documentation reviews, regulatory reporting, and/or due diligence questionnaires
• Experience using automation or data tools (e.g., Alteryx, Power BI, Python) to improve workflows
• 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.