Manager, Client Services

ACCA Careers; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

ACCA Careers is seeking a client servicing professional to support high-net-worth portfolio management and stakeholder partnerships in Singapore. You will manage policy servicing inquiries, coordinate due diligence, and oversee documentation across client accounts to ensure seamless post-sales administration.

Join a leading wealth planning and insurance brokerage with global reach, collaborating with financial institutions, trustees, and insurance underwriters to deliver tailored solutions while

Qualifications

• Demonstrated experience in client relationship management, customer service, or account administration within insurance or financial services.
• Foundational knowledge of wealth holding vehicles and fiduciary structures.
• Familiarity with regulatory due diligence, AML, or cross-border tax compliance guidelines.
• Strong interpersonal communication for managing complex partner and client relationships.
• Proficient with office software and spreadsheet tools for reporting and documentation.

Responsibilities

• Handle end-to-end policy servicing inquiries and maintenance requests with partners, trustees, and underwriters.
• Coordinate onboarding, due diligence, and international reporting across holding entities.
• Maintain documentation workflows and data tracking across client accounts for smooth post-sales administration.
• Serve as central communications bridge between fiduciaries, banking partners, and insurers to uphold high service standards.

Skills

Client relationship management

Customer service

Account administration

Wealth holding vehicles knowledge

Fiduciary frameworks

Corporate entities

Regulatory due diligence

Anti-money laundering (AML)

Cross-border tax compliance

Interpersonal communication

Office productivity tools

Spreadsheet reporting

Job description

About The Company.

A leading international insurance brokerage and wealth planning consultancy with an established global presence. The organization partners closely with premier private banks, family offices, and professional advisory firms to deliver bespoke wealth planning and risk management solutions.

About The Company.

A leading international insurance brokerage and wealth planning consultancy with an established global presence. The organization partners closely with premier private banks, family offices, and professional advisory firms to deliver bespoke wealth planning and risk management solutions.

About The Job.

An engaging opportunity has arisen for a client servicing professional to support high-net-worth portfolio management and stakeholder partnerships.

Manage end-to-end policy servicing inquiries and maintenance requests in coordination with financial institution partners, trustees, and insurance underwriters.

Facilitate regular policy assessments, compile portfolio documentation, and help uncover relationship enhancement opportunities.

Oversee documentation workflows and data tracking across client accounts to support seamless post-sales administration.

Coordinate regulatory onboarding, client due diligence assessments, and international reporting standards across varied holding entities.

Serve as a central communication bridge between corporate fiduciaries, banking partners, and insurance providers to uphold high service standards.

Skills And Experience Required.

Demonstrated experience in client relationship management, customer service, or account administration, preferably within insurance or financial services.

Sound foundational knowledge of wealth holding vehicles, fiduciary frameworks, or corporate entities.

Working familiarity with regulatory due diligence standards, anti-money laundering principles, or cross-border tax compliance guidelines.

Effective interpersonal communication capabilities with the ability to manage multifaceted partner and customer relationships.

Competence in office productivity applications and spreadsheet software for reporting and documentation needs.