Client Service Associate

5 days ago


Singapore HarbourVest Partners Full time

Job Description Summary

HarbourVest is seeking a Client Service Associate to join our Client Service Organization. This role will work closely with Account Managers and across HarbourVest functional teams to complete daily inquiries from different clients across all types of funds and accounts. HarbourVest’s clients are primarily institutions including public and private pensions, endowments, foundations, sovereign wealth funds, family offices, and health service organizations. This position offers an exciting opportunity to develop a strong understanding of all aspects of the client journey within private markets asset management including onboarding, capital calls, distributions, reporting, and portfolio reviews. The position also includes working closely with specialist teams across the firm including investment, solutions, accounting, treasury, tax, legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face of HarbourVest to clients and will be required to demonstrate strong relationship building and client management skills.

Job Skills and Abilities
- Highly organized self-starter who flourishes in a fast-paced, high-volume environment
- Strong client relationship /management skills
- Familiarity with investment concepts and high level of comfort with numbers and analysis
- Excellent written, comprehension, and verbal communication skills
- Mandarin and Cantonese Language skills are a plus
- Strong technical skills and with familiarity with business process technology and Salesforce a plus
- Detailed oriented individual with excellent project management skills
- Team player within and across functional teams and all levels of the organization

**Responsibilities**:
As members of the Client Service team, Associates will play an integral role in managing client relationships with the goal of building and improving service to clients. Facilitation of responses to client inquiries and partnership with internal stakeholder will be key components to the success of the individual and team.

Service Support: 90%

The Associate will develop and maintain strong external and internal relationships through:

- Listening, understanding, and appropriately responding to clients’ needs
- Collaborating with internal teams to deliver on client requirements and ensure excellent client experience
- Partnering with Account Managers to support client engagement and establish clear communication channels
- Working as an adaptable team player who proactively assists with workload rebalancing and high-priority items and collaborates with colleagues in other regions

Drawing from an expansive knowledge and understanding of HarbourVest systems and procedures, the Associate will:

- Triage and respond to requests and inquiries in an accurate and timely manner following workflow and best practices
- Coordinate delivery of recurring requests to drive proactive and timely service
- Think and act quickly, analytically, and creatively to identify solutions for client needs
- Demonstrate sound business judgment and consideration for potential impact of decisions on the business

Manage and complete requests based on type and complexity, including:

- Independently completing request based on defined client service procedures
- Engaging functional teams when expertise is required and seeing through to completion
- Coordinating response to client requiring input from various functional teams

Client Relationship Management: 10%
- Assist Account Manager(s) with existing client engagements by providing insight to daily activities and raising potential areas of concern to assist with ongoing client meetings and conversations
- Assist Account Manager(s) with prospective clients by sharing information about the client service model and the service team that will be involved post-onboarding. This may include participating in calls or meetings with prospective clients as part of the Account Team.

Education

BS/BA or equivalent

Work Experience

3-5 years of Client Service or Operations experience Investment management, financial services, or private equity experience preferred



  • Singapore Moody's Investors Service Full time

    We strive to be a world-class sales organization with our customers’ needs at the centre of everything we do. Our client base ranges from banks and financial institutions to insurance and asset management companies, as well as government institutions and professional services firms. As the link between our product teams and customers, we build mutually...


  • Singapore Moody's Investors Service Full time

    Moody’s Analytics helps capital markets and risk management professionals worldwide respond to an evolving marketplace with confidence. The company offers unique tools and best practices for measuring and managing risk through expertise and experience in credit analysis, economic research and financial risk management. The Customer Service team drives...


  • Singapore MINMED GROUP PTE. LTD. Full time

    The Client Service Associate is part of a dynamic team providing concierge-level customer service and patient care at Minmed Health Screeners. The Client Service Associate is an important touch point and a service ambassador when patients attend for Executive Health Screening. **Role & Responsibilities**: - Provide a high level of customer care to patients...


  • Singapore MINMED GROUP PTE. LTD. Full time

    The Client Service Associate is part of a dynamic team providing concierge level customer service and patient care at Minmed Health Screeners in Paragon. Operating 5.5 days per week, the Client Service Associate is an important touch point and a service ambassador when patients attend for Executive Health Screening. **Role & Responsibilities**: - Provide a...


  • Singapore Anton Murray Consulting Full time

    Singapore- Asset Management- PermanentOur client is a prominent global asset manager, with a well-established office in Singapore. They are seeking to hire a **Client Services Associate** to work as part of the Global Client Group [GCG]. This is an exceptional opportunity for an applicant with 1-3 years’ post-grad experience, seeking to join a high profile...


  • Singapore THE ADVISORS GROUP PTE. LTD. Full time

    **About Us At Dorothy Chong & Associates, we are devoted to delivering customized solutions to our treasured clients in the areas of financial planning, including investment portfolio management and retirement planning. We are a team of highly-recognized professionals, established for more than 30 years. And we are constantly striving to improve and expand...


  • Singapore NEW ARK CONSULTING PTE. LTD. Full time

    **Come and join us if you have a “can do” mentality and look to grow with a start up to bring the company to the next level with like minded team! **Position: Client Service Associate The Client Service Associate works closely with management, internal functional teams as well as external vendors to ensure client operational queries and implementations...


  • Singapore WESTERN ASSET MANAGEMENT COMPANY PTE. LTD. Full time

    As Client Service Associates (CSAs), you are a member of the International Client Service and Marketing Support team and contributes to our mission of not only deliver the best portfolio performance, but also the best service to our clients while maintaining the highest standards of ethics. We are seeking a bright, articulate, and detail-oriented associate...


  • Singapore Ogilvy Full time

    Overview: As the Associate, Client Service, you provide excellent project co-ordination and administrative support to the clients and internal team. You're the go-person for client and team support. A "can do" attitude, resourcefulness and thirst for knowledge fuel your growth. **Responsibilities**: With 0-3 years related industry (consulting, digital,...


  • Singapore Moody's Investors Service Full time

    **Customer & External Relations**: - Responsible for providing superior customer service as the point of contact across a range of research and data products, ensuring all clients perceive Moody's to be the provider of choice. - Resolve client issues, complete specific client requests, and advance product requests to the appropriate Service Specialist or...


  • Singapore Cigna Health and Life Insurance Company Full time

    About the Role:We are seeking a Management Associate - Client Services to join our team. As a Management Associate - Client Services, you will be responsible for providing administrative support to the Client Services team, building relationships with clients, and identifying new business opportunities.Critical Tasks and Expected Contributions/Results:•...


  • Singapore Dimensional Fund Advisors Full time

    **Global Client Services Group** Global Client Services Group (GCSG) collaborates with our sales teams, as well as departments across Dimensional, to deliver an impeccable client experience and provide strategic resources to our clients. The Singapore Client Servicing Team sits within Global Client Group and services Dimensional's sales channels across Asia...

  • Associate Director

    1 week ago


    Singapore SS&C Technologies Full time

    Company OverviewSS&C Technologies is a global leader in providing cloud-based fund services, technology, and mobility-enabled infrastructure to hedge funds, fund of funds, private equity, and managed accounts.We strive to deliver exceptional client service and operational efficiency through our comprehensive range of services, including investor transaction...


  • Singapore Dimensional Fund Advisors Full time

    Notes to applicants: - Most roles at Dimensional will be part of our best-of-both hybrid working model which includes working 3 days in the office. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less...


  • Singapore TDCX Full time

    COMPANY DESCRIPTION TDCX (NYSE: TDCX) provides transformative digital CX solutions, enabling world-leading and disruptive brands to acquire new customers, build customer loyalty, and protect their online communities. TDCX helps clients, including many of the world’s best brands, achieve their customer experience aspirations by harnessing technology,...


  • Singapore BIPO Service Shanghai Limited Full time

    **JOB DESCRIPTION** **Role**:Client Services Executive **Reports to**: MD, Singapore & Indochina **Location**: Singapore **Responsibilities** - Oversee and perform full spectrum of payroll process to ensure accurate, timely and compliant delivery for clients - Ensure accuracy prior to processing of payroll, by conducting quality assurance within...


  • Singapore FrontierView Full time

    **Who We Are** At FrontierView, we are invested in working collectively from all corners of the globe to meet the dynamic challenges of changing market conditions and the ever-evolving business priorities of our client executives. In our three offices around the world, our leadership strives to create a culturally diverse, stimulating, and creative...

  • Client Service

    7 days ago


    Singapore Nomura International Full time

    Client Service **Job Title**: Client Services Manager **Corporate Title**: Associate **Division**: International Wealth Management **Location**: Singapore **Nomura Overview** Nomura is an Asia-based financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of...


  • Singapore Client Of Solvecube Full time

    SolveCube is an award winning AI enabled Talent Solutions Platform for middle and senior level professionals. SolveCube is working with global consulting firms, mid and large enterprises across Asia Pacific and Middle East to fulfill their talent needs for permanent, short-term, part-time, interim and turnkey assignments. One of our clients is looking for...

  • Custody Operations

    1 day ago


    Singapore JPMorganChase Full time

    **JOB DESCRIPTION** Are you ready to elevate your career in financial services? Join J.P. Morgan's Custody Operations team as a Client Service Associate, where you'll be at the forefront of delivering world-class service to our clients. This is your opportunity to work with a global leader, engage with diverse clients, and drive operational excellence. Be...