Client services manager: due diligence
2 months ago
Client Services Manager Company Overview The Search Group is a Risk and Research consultancy firm with a global footprint, and an enhanced presence in both Europe and East Asia. Our global clients rely upon us for due diligence, business intelligence, and specialist research products. We are also available to assist clients develop their ethics and governance programs - covering regulatory and financial crime compliance, ESG and business conduct. TSG is growing quickly hence is looking for motivated and committed people to join our local and global teams across operations, product and service delivery, client management, and sales & marketing. Job Summary We are seeking a driven and results-focused Client Services Manager to join our Client Services Team. The Client Services Manager is responsible for supporting and developing long-term relationships with a portfolio of clients, connecting with key business executives and stakeholders, and assisting with the management of cases internally. This individual is the liaison between clients and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to clients’ needs. The successful candidate will have exceptional communication, computer, and problem-solving skills. Role and Responsibilities Primary point of contact for portfolio of clients and focus on building long-term relationships with client base. Manage contract renewals and cross-selling/upselling due diligence products and services across portfolio of clients. Drive revenue and sales opportunities in existing and new accounts. Develop a trusted advisor relationship with key accounts, client stakeholders, and executive sponsors. Ensure timely and successful delivery of our products according to client needs and objectives. Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis. Responsible for working with the Business Development team to onboard and integrate new clients and developing existing client relationships. Manage the case management and case intake from assigned client accounts. Oversee the delivery of our products to ensure reports are delivered within agreed timeframes, providing superior client experience. Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Monitor and analyze client’s usage of products. Liaise between the client and internal teams and disseminate client’s feedback and activity internally in a timely manner. Channel and relay client feedback internally and escalate issues to the CEO and Head of Operations as and when appropriate. Collaborate with internal parties across all business functions, especially in driving rapid resolution on client support issues and building improvements to prevent future escalations and ensure client satisfaction. Remain knowledgeable of market and industry trends, competitors, and all aspects of TSG’s market. Be the face and voice of Client Success both internally and externally; carry the banner of excellence and own client success, including communications such as internal executive presentations and briefings. Qualifications, Skills & Education Requirements University degree in business or related field, preferred with at least 3-5 years’ experience in a client-facing role, preferably in compliance/professional business solutions environment. Experience in delivering client-focused solutions based on client needs. Ability to plan and prioritize work activities; using time efficiently, identifying and planning for additional resources/information that may be needed for client service and support. Highly developed communication skills and ability to build stable relationships with internal/external stakeholders. Ability to prioritize among competing tasks. Technical Skills – Ability to understand client requirements and issues; becomes and remains proficient in all programs and systems necessary to effectively execute excellent client service. Manages difficult and/or challenging client situations; responds promptly to client needs; solicits client feedback to improve service; responds to requests for service assistance; meets commitments; puts clients first – through behaviors, decisions, and choices made in client’s best interest. Excellent written and oral communication in English. Knowledge of an additional language will be an advantage. Can-do attitude and problem-solving skills. Ability to demonstrate proficiency in a wide range of tools including MS Office Suite, CRM software, and Share Point. Please submit your CV or Resume in English. This is a remote WFH position. #J-18808-Ljbffr
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Officer, Client Due Diligence
4 days ago
Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full time $6,000 - $8,000Our client in the private banking space is urgently hiring an experienced professional to join their team.Responsibilities:Reviews new client account opening, including documents, due diligence / KYC information, AML risk profile, call reportPerform blocking and unblocking of accountsPerform Avaloq testingPerform due diligence checks (including tax due...
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Enhanced Due Diligence Manager
2 weeks ago
Singapore RANDSTAD PTE. LIMITED Full timeRoles & ResponsibilitiesEnhanced Due Diligence Manager6 months contractAbout Client Management Services Client Management Services operates within Operations & Technology and is a centralised, global function, which supports the business by delivering and operating its client lifecycle services. CMS has an operational presence across 4 locations, including...
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Enhanced Due Diligence Manager
2 weeks ago
Singapore RANDSTAD PTE. LIMITED Full timeRoles & ResponsibilitiesEnhanced Due Diligence Manager6 months contractAbout Client Management Services Client Management Services operates within Operations & Technology and is a centralised, global function, which supports the business by delivering and operating its client lifecycle services. CMS has an operational presence across 4 locations, including...
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Client Due Diligence Specialist
7 days ago
Singapore BOS TRUSTEE LIMITED Full timeRoles & Responsibilities BOS Trustee Limited is the trust company owned by Bank of Singapore. Headquartered in Singapore and regulated by the MAS. The company provides trust administration and advisory services. The incumbent review and deal with new business within BOS Trustee Limited. The incumbent will also support the trust company in trust product...
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Client Due Diligence Specialist
7 days ago
Singapore BOS TRUSTEE LIMITED Full timeRoles & Responsibilities BOS Trustee Limited is the trust company owned by Bank of Singapore. Headquartered in Singapore and regulated by the MAS. The company provides trust administration and advisory services. The incumbent review and deal with new business within BOS Trustee Limited. The incumbent will also support the trust company in trust product...
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Risk Management Specialist
3 weeks ago
Singapore STANDARD CHARTERED BANK (SINGAPORE) LIMITED Full timeAbout Standard Chartered Bank (Singapore) LimitedWe are a global bank with a rich history, providing financial services to individuals and businesses worldwide. Our commitment to innovation and customer satisfaction has earned us a reputation as a trusted partner in the industry.Job SummaryWe are seeking an experienced Risk Management Specialist to join our...
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Operational Due Diligence Specialist
4 weeks ago
Singapore THE CAP CONSULTING GROUP PTE. LTD. Full timeAbout the RoleWe are seeking an experienced Operational Due Diligence Specialist to join our team at The CAP Consulting Group PTE. LTD. in Singapore.Job OverviewThis is an exciting opportunity for a professional with expertise in operational due diligence, private equity funds, and risk management to work with our established and blue-chip client. As an...
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Senior Due Diligence Specialist
4 weeks ago
Singapore REVUP CONSULTING PTE. LTD. Full timeAbout the RoleWe are seeking a highly skilled Senior Due Diligence Specialist to join our team at REVUP CONSULTING PTE. LTD. in Singapore.Job SummaryThis role requires a strong background in Know Your Customer (KYC) due diligence, with a focus on conducting thorough customer due diligence assessments and risk-based reviews.Key ResponsibilitiesThe successful...
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Manager, Operational Due Diligence
3 weeks ago
Singapore BeathChapman Pte Ltd Full timeOur client is a Global Investment firm seeking a Manager, Operational Due Diligence to join the team. In this role, you will be part of the operational due diligence (ODD) team to conduct assessments for potential investments for the business. You will review the fund manager’s operational processes and identify any gaps, to advise the business on...
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Manager, Operational Due Diligence
2 weeks ago
Singapore BEATHCHAPMAN (PTE. LTD.) Full timeRoles & Responsibilities Global Investment Firm Opportunity for growth Good learning curveOur client is a Global Investment firm seeking a Manager, Operational Due Diligence to join the team. In this role, you will be part of the operational due diligence (ODD) team to conduct assessments for potential investments for the business. You will review the...
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Manager, Operational Due Diligence
2 months ago
Singapore BEATHCHAPMAN (PTE. LTD.) Full timeRoles & Responsibilities Global Investment Firm Opportunity for growth Good learning curveOur client is a Global Investment firm seeking a Manager, Operational Due Diligence to join the team. In this role, you will be part of the operational due diligence (ODD) team to conduct assessments for potential investments for the business. You will review the...
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Officer, Client Due Diligence
3 days ago
Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full timeRoles & ResponsibilitiesOur client in the private banking space is urgently hiring an experienced professional to join their team.Officer, Client Due Diligence (6 months contract)Responsibilities: Reviews new client account opening, including documents, due diligence / KYC information, AML risk profile, call report Perform blocking and unblocking of...
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Officer, Client Due Diligence
3 days ago
Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full timeRoles & ResponsibilitiesOur client in the private banking space is urgently hiring an experienced professional to join their team.Officer, Client Due Diligence (6 months contract)Responsibilities: Reviews new client account opening, including documents, due diligence / KYC information, AML risk profile, call report Perform blocking and unblocking of...
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Manager, Operational Due Diligence
2 months ago
Singapore Ethos BeathChapman Full timeGlobal Investment Firm Opportunity for growth Good learning curve Our client is a Global Investment firm seeking a Manager, Operational Due Diligence to join the team. In this role, you will be part of the operational due diligence (ODD) team to conduct assessments for potential investments for the business. You will review the fund manager’s...
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Operational Due Diligence Specialist
4 weeks ago
Singapore THE CAP CONSULTING GROUP PTE. LTD. Full timeJob Description: Company Overview:The CAP Consulting Group PTE. LTD. is a dynamic and innovative company that specializes in operational due diligence for private equity funds. We are looking for an experienced professional to join our team as an Operational Due Diligence Specialist. Salary:We offer a competitive salary of SGD 80,000 - SGD 120,000 per annum,...
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Operational Due Diligence Manager
2 months ago
Singapore Ethos BeathChapman Full timeJob Summary: We are seeking a highly skilled Operational Due Diligence Manager to join our team.About the Role:In this critical role, you will be responsible for conducting assessments for potential investments for our business.Key Responsibilities:• Conduct on-site visits to review the fund manager's operational processes.• Identify gaps in the...
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Operational Due Diligence Specialist
4 weeks ago
Singapore THE CAP CONSULTING GROUP PTE. LTD. Full timeJob DescriptionWe are seeking a highly skilled Operational Due Diligence Specialist to join our team at The CAP Consulting Group PTE. LTD.This is an excellent opportunity for someone with strong analytical skills and experience in operational due diligence, particularly in the private equity sector.About the Role:The successful candidate will be responsible...
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Singapore The Search Group Full timeClient Services Manager Company Overview The Search Group is a Risk and Research consultancy firm with a global footprint, and an enhanced presence in both Europe and East Asia. Our global clients rely upon us for due diligence, business intelligence, and specialist research products. We are also available to assist clients develop their ethics and...
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Operational Due Diligence Specialist
3 weeks ago
Singapore THE CAP CONSULTING GROUP PTE. LTD. Full timeJob SummaryWe are seeking an experienced Operational Due Diligence Specialist to join our team at The CAP Consulting Group PTE. LTD. This role is based in a prominent financial hub and offers a competitive salary of $120,000 - $180,000 per annum.About the RoleThe successful candidate will be responsible for conducting operational due diligence on private...
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Senior Operational Due Diligence Manager
4 weeks ago
Singapore BEATHCHAPMAN (PTE. LTD.) Full timeCompany OverviewBeathChapman Pte Ltd is a renowned Global Investment firm committed to excellence in operational due diligence. With a strong focus on growth and learning, our team seeks a skilled professional to join us as a Senior Operational Due Diligence Manager.
