Associate, Fund Administration, Relationship Management, Fund Services

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

Job summary

CLSA Singapore is seeking a seasoned client services professional to serve as the primary contact for fund clients, ensuring timely inquiries are answered and issues resolved. You will coordinate with internal operations, monitor onboarding progress, and keep clients informed of status updates.

You will collaborate with legal, compliance, accounting and investor relations to deliver service that meets agreed standards, while guiding clients on processes and regulatory requirements, and preparing

Qualifications

• 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.

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 services

Relationship management

Stakeholder communication

Bilingual English/Chinese

Strategic thinking

Networking

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.