Job description

Our client, an established asset management firm is looking for a Client Service Executive to support day-to-day client servicing and onboarding activities within the asset management business. 

Key Responsibilities

Client Servicing

• Handle daily client service matters, including:
• Updating client information and records
• Responding to basic client enquiries in a timely and professional manner
• Providing updates on process status and service requests
• Coordinate client requests with relevant internal teams to ensure accurate and timely execution
• Monitor and manage client feedback and complaints, ensuring proper escalation and resolution

Client Onboarding & KYC/CDD Support

• Support end-to-end client onboarding processes, including:
• Collecting and verifying client information and documentation
• Assisting with account opening forms and supporting documentation
• Tracking onboarding progress and following up on outstanding items
• Maintain and update KYC/CDD records in accordance with regulatory and internal standards

Internal & External Coordination

• Liaise with internal teams including Business Development, Compliance, Operations, Investment, and Finance to ensure smooth handling of client matters
• Coordinate with external service providers (e.g., custodians, administrators) to support onboarding and client servicing processes
• Ensure all activities are carried out in line with internal policies, procedures, and compliance requirements

Requirements

Experience

• Minimum 2 years of relevant experience in financial institutions such as asset management, banking, brokerage, fund administration, or related areas (client service, onboarding support, operations, or compliance support)

Interested candidates kindly forward your CV to ethelsk.tan@peoplesearch.jobs (Ethel Tan Seok Khoon, Reg No: R2096281). Feel free to forward this great opportunity to someone who would be a great fit for this role.

All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.

PeopleSearch Pte Ltd

EA License No: 16S8057