Client Admin Support Executive

AR CAPITAL PTE. LTD.; Singapore; On-site; SGD 40,000 - 55,000; Full time

Job summary

A leading fund management firm in Singapore seeks a motivated Client Admin Support Executive to assist in client onboarding, manage CRM data, and ensure compliance. The ideal candidate has 1-3 years of related experience, strong organizational skills, and proficiency in Microsoft Office. This role offers the opportunity to work in a dynamic environment focused on emerging trends, contributing to the firm's growth and client satisfaction.

Benefits

Collaborative work environment

Hands-on experience in finance

Opportunity to learn from experienced professionals

Qualifications

• 1-3 years of experience in client services or related administrative role.
• Ability to engage professionally with clients and team members.
• Strong commitment to accuracy and neatness.

Responsibilities

• Execute administrative onboarding processes for clients.
• Coordinate with the Compliance team for KYC document collection.
• Maintain the CRM system with accurate client data.

Skills

Organizational skills

Communication skills

Proficiency in Microsoft Office Suite

Problem-solving

Attention to detail

Education

Diploma or Bachelor's degree in finance, economics, or business

Tools

CRM systems (e.g., Salesforce)

Job description

Role Overview

We are seeking a highly motivated, detail-oriented, and capable Client Admin Support Executive to join our team. This role is pivotal in supporting the Head of Business Development and ensuring the smooth operation of our client servicing capabilities.

The ideal candidate will bridge the gap between front-line client interaction and back-office administration. You will be responsible for managing the client onboarding lifecycle (KYC), maintaining CRM data integrity, coordinating schedules, and ensuring that all client documentation meets strict regulatory compliance standards.

Key Responsibilities

1. Client Onboarding & Compliance Support

• Onboarding Management: Execute a meticulously organized administrative onboarding process. Ensure all client documentation is accurately completed, filed, and meets regulatory standards.
• KYC Coordination: Coordinate with the Compliance team to collate Know Your Client (KYC) documents for new onboarding and periodic reviews.
• Document Precision: Ensure all compliance-related forms are completed with exceptional accuracy and neatness. Anticipate compliance needs and prepare documents in advance to minimize errors.

2. Client Service & Communication

• Communication: Answer telephone calls and reply to email enquiries using standard templates, ensuring a professional tone at all times.
• Guest Management: Welcome guests and clients visiting the office, ensuring a professional first impression.

3. CRM & Data Management

• Data Entry: Key in new leads and prospects into the CRM system promptly.
• System Integrity: Maintain and update the CRM system with diligence. Ensure all client data, interaction logs, and transaction activities are accurately recorded.
• Audit & Review: Proactively identify and rectify discrepancies in client records to ensure high data integrity.

4. Administrative & Operational Support

• Calendar Management: Coordinate schedules for the Head of BD/Investment team for client meetings.
• Documentation Systems: Utilize company resources to develop and maintain a filing system (digital and hard copy) that guarantees easy retrieval of active sales files.
• Reporting: Prepare weekly updates on outstanding client requests and documents that require follow-up.
• Meeting Support: Sit in on meetings with Sales Managers when needed to take detailed minutes and record action items.

5. Event & Project Support

• Event Logistics: Assist in the detailed planning and coordination of client events, roadshows, and webinars.
• Execution: Maintain detailed checklists and timelines to ensure the logistical success of marketing events.

Requirements

Ideal Candidate

• Diploma, Bachelor's degree, or equivalent qualification in finance, economics, business, or a related field with a strong interest in the financial services
• 1-3 years of experience in client services or a related administrative role, preferably within finance or asset management.
• Exceptional organisational skills and a meticulous approach to document administration and data entry.
• Ability to maintain accurate and well‑organised records in a fast‑paced environment.
• Strong commitment to accuracy and neatness in all administrative tasks.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), preferably with advanced skills in data management and formatting.
• Experience with CRM systems (e.g., Salesforce) and the ability to leverage them for efficient client management will be an advantage.
• Ability to quickly learn and adapt to new software and digital tools.
• Reliable and dependable individual who takes ownership of tasks and consistently meets deadlines.
• Proactive problem‑solver with the ability to anticipate needs and take initiative to address them.
• Excellent written and verbal communication skills, with the ability to convey information clearly and concisely.
• Ability to engage professionally with clients and team members, fostering positive relationships.

Why AR Capital?

• Be a part of a high‑performance team passionate about investing and making a difference.
• Support cutting‑edge investment strategies focused on emerging secular trends.
• Gain hands‑on experience in a fast‑paced and growing industry.
• Contribute to the success of a well‑established investment firm.

About the Company

AR Capital has near 20 years in the asset management space and is a fund management firm with a strong focus on capturing growth opportunities in emerging secular trends. We offer a dynamic and collaborative work environment where you can learn from experienced professionals and gain insight into the asset management industry.