Senior Client Services Officer

Job Description

Who we are

Aberdeen Investments is part of Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society.

We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent.

As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs.

Our Asia Pacific Investments business has a large, dedicated and highly experienced investment team which has been investing across the region since 1985, and manages all our Asian products, including regional, country, smaller companies, and sustainable investing propositions.

The team has a strong regional footprint with offices in Singapore, Bangkok, Kuala Lumpur, Tokyo, Hong Kong, Shanghai, Seoul, and Sydney. This breadth gives us close proximity to the companies we own and the markets we invest in. Our APAC operations have been based in Singapore since 1992. We invest in Asian companies to grow with them and to help them to become better investors

Key Responsibilities

Client Service Execution

• Handle assigned client service activities, including account openings, account maintenance, transaction processing, and client requests, with accuracy and timeliness.
• Review and process client documentation, account amendments, and transactions in line with internal procedures and regulatory requirements.
• Support the handling of more complex or sensitive client cases under guidance from senior team members or managers.
• Demonstrate professionalism, responsiveness, and a customer‑centric approach in all client interactions.

Cross‑Functional Collaboration

• Work closely with internal teams such as Operations, Compliance, Marketing, and Product to support smooth execution of client service processes.
• Escalate issues appropriately and provide relevant information to assist in resolution.
• Support team initiatives aimed at improving service quality, client experience, and operational effectiveness.

Regulatory & Compliance Support

• Perform KYC/AML checks according to established procedures, escalating higher‑risk or exceptional cases when required.
• Ensure client service activities comply with internal controls, regulatory guidelines, and documentation standards.
• Support audits, reviews, and information requests by preparing or retrieving required documentation accurately.

Operational Control & Quality Support

• Execute daily service processes in accordance with approved workflows and work instructions.
• Perform basic quality checks on documentation, transactions, and data completeness to ensure accuracy.
• Assist in maintaining up‑to‑date client templates, records, and service documentation.
• Support billing validation or operational reporting tasks as assigned.

Client Communication & Event Support

• Prepare and support client communications such as dividend notices, voting announcements, account amendments, and service updates under established guidelines.
• Assist in client and investor events (e.g., mutual fund fairs, SET in the City) by providing process support and basic product information.
• Ensure consistency and professionalism in client communications across email, digital, and printed materials.

Self‑Management & Team Contribution

• Demonstrate good self‑management by organizing tasks, meeting deadlines, and maintaining consistent service quality.
• Take responsibility for assigned tasks and follow through to completion with appropriate supervision.
• Share knowledge and support peers by assisting with daily tasks or clarifying procedures when needed.
• Contribute positively to team collaboration, communication, and a supportive working environment.

Qualifications & Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related discipline.
• 2–4 years of experience in client services, operations, or a related role within the financial services industry.
• IC Complex 1 License is mandatory
• Good understanding of financial products and regulatory requirements (KYC, AML, suitability).
• Good problem‑solving skills and the ability to follow established processes with sound judgment.
• Strong attention to detail, good organizational skills, and a responsible work ethic.
• Clear and professional communication skills, with the ability to work effectively within a team and with internal stakeholders.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.