Client Service Operations Analyst

Wellington Management; Hong Kong; Hybrid; HKD 420,000 - 720,000; Full time

Job summary

Wellington Management in Hong Kong seeks a Client Service Operations Analyst to support day-to-day servicing of client accounts in APAC. The CSO Analyst will coordinate with Global Operations, Trading, Portfolio Implementation, and external partners to deliver reliable operational support.

The role emphasizes cross-functional ownership, attention to detail, and the ability to manage multiple workstreams while aligning with the firm’s risk framework.

Qualifications

• 3–5 years in financial services with knowledge of investment management operations.
• Experience in investment operations, including custody and accounting/recordkeeping.
• Understanding of capital markets operations and FX impact on records.
• Familiarity with local regulatory regimes and compliance requirements.
• Strong organizational, analytical, and decision-making skills.

Responsibilities

• Provide operational support by analyzing and resolving complex client issues.
• Coordinate with clients, vendors, custodians and global teams for smooth service.
• Build knowledge across investment strategies and market operations.
• Develop and implement operational policies and procedures for high-quality service.
• Identify process improvements to boost efficiency and scalability.
• Leverage APAC market practices and regulatory expectations to tailor operations.

Skills

Financial services

Operations

Regulatory knowledge

Stakeholder communication

Cross-functional collaboration

Education

Advanced degree

CFA in progress

Tools

Copilot

Power Automate

Python

HighGear

Alteryx

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About The Role

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.

As a private partnership whose sole business is investment management, our long‑term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject‑matter expertise.

Job Overview

The Client Service Operations Analyst (“CSO”) is a member of the APAC Client Operations team, part of the broader Global Operations group. The role supports the port onboarding day-to-day servicing of client accounts.

The CSO Analyst will act as a key contact for the Client Group, working closely with Global Operations, Trading, Portfolio Implementation, and the broader Infrastructure Platform to deliver best‑in‑class operational support and solutions. This includes acting as an operational liaison across internal teams and coordinating extensively with external parties such as custodian banks, third‑party administrators, outsourcing providers, and vendors. A significant portion of the role involves cross‑functional coordination and communication to ensure seamless support of all aspects of the day‑to‑day servicing for our clients in line with the firm’s risk framework.

The role is inherently cross‑functional and varied, requiring strong ownership, attention to detail, and the ability to manage multiple workstreams simultaneously. The ideal candidate demonstrates sound judgment, a collaborative mindset, and a practical approach to improving complex operational processes.

Responsibilities

• Provide operational support and solutions to client teams by analyzing and resolving complex issues and questions
• Work with both internal and external stakeholders, including clients, vendors, custodians, and global teams, to ensure smooth delivery of services
• Develop breadth of knowledge across investment strategies and market operations, enhancing the firm’s ability to serve its clients effectively
• Develop and implement effective operational solutions, policies, and procedures to deliver high‑quality service to key stakeholders, supporting new products and services
• Identify and implement process improvements and best practices to enhance operational efficiency, quality, and scalability
• Leverage regional expertise, including knowledge of APAC market practices and regulatory expectations, to deliver an operating model appropriate for local client needs.

Qualifications

• 3–5 years of experience in the financial services industry, with working knowledge of investment management operations and custodian bank processes.
• Experience in investment operations, including custody and accounting/recordkeeping; exposure to operational risk management environments preferred.
• Solid understanding of capital markets operations, foreign exchange transactions, and their impact on recordkeeping and client portfolios.
• Knowledge of local regulatory regimes and associated operational and compliance requirements.
• Strong organizational, analytical, and decision‑making skills, with the ability to manage changing priorities effectively.
• Well‑developed interpersonal and communication skills, both written and verbal, with the ability to engage effectively with global stakeholders.
• Demonstrated ability to collaborate and partner effectively across functions and regions.
• Advanced degrees, language skills, and/or progress toward the CFA designation viewed favorably.
• Experience using productivity, automation, or low‑code tools (e.g., Copilot, Power Automate, Python, HighGear, Alteryx) is advantageous.

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.