Associate, Fund Administration, Relationship Management, Fund Services

citicclsa; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Citic CLSA is seeking a senior client services professional in Singapore to manage fund client relationships, oversee onboarding, and coordinate with internal teams to ensure timely, accurate responses to inquiries.

You will guide clients on operational processes, regulatory requirements, and documentation, while driving service improvements and handling escalation of issues as needed.

Qualifications

• Bachelor's degree or above in Business or related discipline.
• Experience in client services or relationship management.
• Knowledge of financial markets including Singapore VCC and offshore funds.
• Excellent written and verbal communication skills in English and Chinese.

Responsibilities

• Serve as the primary point of contact for assigned fund clients, ensuring timely and accurate responses to daily inquiries.
• Manage day-to-day client communication and coordinate with internal operations teams to resolve issues efficiently.
• Monitor and track the progress of fund onboarding and ongoing operational tasks, keeping clients informed of status updates.
• Handle client complaints and special requests in accordance with established procedures, escalating when necessary.
• Maintain a thorough understanding of each client's fund structure, operational requirements, and service expectations.
• Collaborate with internal teams, including legal, compliance, accounting, and investor relations, to ensure service delivery meets agreed standards.
• Provide guidance to clients on operational processes, documentation requirements, and regulatory compliance matters.
• Prepare and deliver regular service updates, reports, and meeting materials for clients.
• Support the implementation of client service standards and contribute to the continuous improvement of service workflows.
• Monitor client satisfaction and proactively identify areas for service enhancement.

Skills

Client relationship management

English and Chinese communication

Stakeholder management

Strategic mindset

Education

Bachelor's degree in Business or related discipline

Job description

Key Areas of Responsibilities

• Serve as the primary point of contact for assigned fund clients, ensuring timely and accurate responses to daily inquiries.
• Manage day-to-day client communication and coordinate with internal operations teams to resolve issues efficiently.
• Monitor and track the progress of fund onboarding and ongoing operational tasks, keeping clients informed of status updates.
• Handle client complaints and special requests in accordance with established procedures, escalating when necessary.
• Maintain a thorough understanding of each client's fund structure, operational requirements, and service expectations.
• Collaborate with internal teams, including legal, compliance, accounting, and investor relations, to ensure service delivery meets agreed standards.
• Provide guidance to clients on operational processes, documentation requirements, and regulatory compliance matters.
• Prepare and deliver regular service updates, reports, and meeting materials for clients.
• Support the implementation of client service standards and contribute to the continuous improvement of service workflows.
• Monitor client satisfaction and proactively identify areas for service enhancement.

Requirements

• Bachelor's degree or above in Business or a related discipline
• 5 to 8+ years' relevant experience in fund, financial solutions and corporate solutions, ideally with an established fund administrator, financial service provider, asset management firm or securities services provider in Singapore.
• Experience in client services or relationship management function.
• Existing network of third party influencers and business contacts preferred.
• Knowledge of financial market including Singapore VCC and offshore funds markets.
• Strong self-confidence, strategic mind to lead and/or contribute to discussion with all type of stakeholders at various seniority levels.
• Excellent written and verbal communication skills in both English and Chinese as this role is required to frequently communicate with the stakeholders in our headquarters in Beijing, China, whose official language is Chinese.
• Prior work experience with a Chinese company is a plus.