Associate, Client Services
5 days ago
**About Prive**
Privé Technologies is one of the first and fastest-growing FinTech companies based in Hong Kong, with multiple offices in Asia and Europe. Our core offering is an innovative wealth management platform, which is seen by many as a disruptive force in the industry.
Our current clients include financial institutions like External Asset Managers, Family Offices, and Private Banks in Europe and Asia. Privé has been recognized in the Top 50 Financial IT Pathfinder 2016/2017 Global Rankings. Privé was also most recently a FinTech winner in the 2017 Hong Kong ICT Awards and was selected as the winner of consecutive Asian Private Banker Technology Awards in 2015 and 2016. Privé also went on to be awarded as a finalist in the Accenture Program.
**About the Team**
The Client Services & Onboarding team plays a vital role in forging enduring relationships with Prive’s customers by providing a seamless onboarding experience and reliable client support to them. We are a small, close-knit, and dynamic team rooted in an agile and hard-working mindset.
**Responsibilities**
- Work closely with the Project Manager and Client to gather client onboarding requirements
- Ensure user accounts are created and managed in accordance with Prive’s user access security guidelines
- Provide onsite/offsite client support as part of the client onboarding process
- Ensure client communication is appropriately managed
- Escalate issues in accordance with the client escalation framework
- Review control reports to ensure all client support tickets have been followed-up according to service level guidelines
- Work closely with Sales and Developers to document business and functional requirements for client-driven technical change requests relating to user account management
- Support the regional CSO manager in creating service desk reports for both internal and external stakeholders
- Assist the Head of Client Services & Onboarding in improving efficiency, control, and user experience of the user account management and platform configuration capabilities through infrastructural upgrades and implementation of standard operating procedures.
- Assist the Head of Client Services & Onboarding in Improving the client service framework
- Should be able to work or be on standby on Saturdays and Public Holidays on an as-needed basis
**Qualification**
- Bachelor's degree in Finance, Business, Computer Science, or a related field
- At least 3 years of relevant experience with a good understanding of Finance and/or Wealth Management
- Must be fluent in English and has the ability to communicate with the global team, and internal stakeholders
- Fluency in Mandarin (Traditional Chinese), German, Thai or Korean is an advantage
- Working experience in a technology (SaaS\Cloud) environment is preferred
- Great attention to detail and ability to work with large data sets
- Proficient in Microsoft Excel or other data analysis tools
- Problem solver with strong analytical skills
- Experience in management reporting and/or root cause analysis
- Certification in Six Sigma, Lean, Agile or having an equivalent experience managing operational process improvement projects is preferred
- Highly organized, ability to multitask, and have excellent time management skills
- A self-motivated individual, able to deliver with mínimal supervision, whilst working effectively in a team
-
Client Service Associate
3 days ago
Singapore HarbourVest Partners Full timeJob 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...
-
Client Service Associate
4 days ago
Singapore MINMED GROUP PTE. LTD. Full timeThe 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...
-
Client Services Associate
3 days ago
Singapore Anton Murray Consulting Full timeSingapore- 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...
-
Client Services Associate
5 days ago
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...
-
Client Service Associate
2 days ago
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...
-
Client Service Associate
5 days ago
Singapore WESTERN ASSET MANAGEMENT COMPANY PTE. LTD. Full timeAs 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...
-
Associate, Client Servicing
5 days ago
Singapore Ogilvy Full timeOverview: 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,...
-
Associate, Client Services
5 days ago
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
6 days ago
Singapore SS&C Technologies Full timeCompany 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...
-
Associate, Client Services
4 days ago
Singapore Dimensional Fund Advisors Full timeNotes 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...
-
Client Service Associate
2 days ago
Singapore TDCX Full timeCOMPANY 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,...
-
Client Services Associate, Apac
3 days ago
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
5 days ago
Singapore Nomura International Full timeClient 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...
-
Policy Servicing Broker/consultant
4 days ago
Singapore PRIVATE CLIENT SERVICES BY MERCER PTE. LTD. Full time**Key Responsibilities**: - Responsible for conducting annual reviews and policy servicing of existing policies with HNW clients by collaborating with the private bankers to review and analyse in-force policies. - Drive revenue flows by developing strategies to create cross-sell and up-sell opportunities with current book of PCS’s clients to achieve both...
-
Associate Client Solutions
5 days ago
Singapore GLG Full timeWe are seeking an Associate to support GLG's business in SEA, in Singapore office. Associates are the engine behind GLG's Insight Network, the world's largest and most varied source of first-hand expertise. The Associate role is a fast-paced, expert-facing role. Associates help drive GLG's business forward and add value through close coordination with...
-
Client Relationship and Admin Associate
3 days ago
Singapore PRECURSOR CORPORATE SERVICES PTE. LTD. Full timeConsidering on how to further enhance your personal brand as an professional? Be part of a culture that provides you an endless opportunity to thrive. Widely recognised as a Leader of Transformation in the accounting industry, Precursor is one of the top 30 accounting firms in Singapore offering audit, tax, accounting and advisory services to over 600 local...
-
Senior Associate, Client Service
3 days ago
Singapore BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...
-
Associate, Client Service
4 days ago
Singapore BNY Mellon Full timeAssociate, Client Service (Clearance & Collateral Management) **Overview** **Bring your ideas. Make history.** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or...
-
Associate, Client Services
15 hours ago
Singapore Career Edge Asia Pte Ltd Full time$8K + AWS + VB + allowance 5 working days, Mon - Fri, normal office hours Location: Central **Responsibilities** - Generate a large volume of standard and custom weekly, monthly and quarterly reports to institutional clients, consultants and service providers. - Provide performance data and prepare analytical material used during client reviews and...
-
Senior Associate, Client Service
3 days ago
Singapore The Bank of New York Mellon Corporation Full time**_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top...