Client Service Operations Analyst

Wellington Management Company; Singapore; On-site; SGD 65,000 - 90,000; Full time

Job summary

Wellington Management is seeking a Client Service Operations Analyst in Singapore to support day-to-day servicing of client accounts and onboarding portals. The role collaborates with Global Operations, Trading, Portfolio Implementation, and external partners to deliver reliable operational support.

You will coordinate across regions, own multiple workstreams, and help implement processes that enhance service quality while complying with the firm's risk framework.

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.

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.

Tools

Copilot

Power Automate

Python

HighGear

Alteryx

Job description

Client Service Operations Analyst

Location: Singapore

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 portal 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.

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.

Apply

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background.

Equal Opportunity Employer

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 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]. For more information, please visit https://www.wellington.com/en/.