Associate, Fund Administration, Relationship Management, Fund Services

CLSA Limited; Singapore; On-site; SGD 110,000 - 170,000; Full time

Job summary

CITIC Securities International is seeking an Associate to manage fund administration and relationship management for assigned clients in Singapore. You will coordinate with internal operations, respond to inquiries, and ensure timely service delivery across onboarding and ongoing tasks.

The role requires 5–8+ years in fund/financial services, strong English and Chinese communication, and deep knowledge of Singapore fund markets.

Qualifications

• Bachelor’s degree or above in Business or related discipline.
• 5 to 8+ years’ relevant experience in fund, financial solutions and corporate solutions.
• Experience in client services or relationship management.
• Excellent written and verbal communication in English and Chinese.

Responsibilities

• Serve as the primary point of contact for assigned fund clients and respond to daily inquiries.
• Coordinate with internal operations to resolve issues and onboard funds.
• Monitor onboarding progress and provide status updates to clients.
• Handle complaints and special requests per established procedures and escalate when needed.
• Maintain understanding of each client’s fund structure, requirements, and service expectations.
• Collaborate with legal, compliance, accounting, and investor relations to ensure service standards.
• Provide guidance on operational processes, documentation, and regulatory matters.
• Prepare and deliver regular service updates, reports, and meeting materials.

Skills

Client relationship management

Fund administration

Financial services industry knowledge

Bilingual English/Chinese

Stakeholder management

Education

Bachelor’s degree in Business or related discipline

Tools

CRM software

Microsoft Excel

Job description

Associate, Fund Administration, Relationship Management, Fund Services# CITIC Securities International Careers## Associate, Fund Administration, Relationship Management, Fund ServicesApply: Singapore: Full time: Posted Today: JR003444# **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 relateddiscipline* 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.**Stay informed on CITIC Securities International Job Opportunities**Not the right fit? You can create a **job alert** to receive our latest job openings that meet your interest.### About UsCITIC Securities International is a wholly owned subsidiary of CITIC Securities and its overseas business platform. Our award-winning research, extensive footprint in Asia, direct links to China and highly experienced finance professionals set us apart within the industry. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC Securities International is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC Securities International operates from 13 countries across Asia, Australia, Europe and the Americas. We offer comprehensives financial solutions to a large and diverse client base that includes global institutional investors, corporations, governments and high-net-worth individuals.