Associate, Insurance Client Service Specialist
7 days ago
Position Overview
Apollo is seeking a talented and motivated Client Service Specialist to join the firm's APAC 3rd Party Insurance team. As a key member of a dynamic team, this role will be vital in fostering positive client relationships, resolving inquiries, and supporting business development efforts across our 3rd Party Insurance business in the APAC region.
Primary Responsibilities
- Client Support: Work in close partnership with the Institutional Client Group and Portfolio Managers to provide best-in-class client service to 3rd Party Insurance clients in the APAC region throughout the whole servicing lifecycle, from prospect to client. Coordinate prompt and professional responses to inquiries, addressing concerns, and providing accurate information on investment products, performance, and processes. Ensure that all client needs are consistently met and strive to exceed client expectations.
- Operational Support: Work closely with internal teams, including Enterprise Solutions, CPS, Compliance, Investment Professionals, and Portfolio Managers to resolve client-related operational issues promptly. Collaborate to streamline processes and improve overall service efficiency.
- Client Collateral: Coordinate with Sales, Marketing, Product and Client Management Group teams to draft and/or translate client communications including but not limited to ad-hoc inquiries, marketing materials, diligence materials (e.g. RFPs, DDQs) fund fact cards and fund commentary. Maintain and manage distribution of up-to-date marketing and commentary materials across Apollo's product suite that is fit for use in Greater China. Ensure reporting requirements are fulfilled and satisfied on time.
- Onboarding and Account Management: Assist in the onboarding process for new clients, ensuring a smooth transition and compliance with various requirements including obligation management and regulatory matters. Maintain client records, account documentation, and update relevant databases.
- Logistics Management: work closely with Sales, Marketing & Events to facilitate meetings, webinars roadshows, and other client and prospects events across the APAC region.
- Others: Ad hoc marketing and business development related projects such as conducting events/seminars as requested.
Qualifications & Experience
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- At least 4 years of prior experience in a client services role at an alternative asset management firm or investment/private bank
- Understanding or prior experience working with Insurance Clients / Insurance Balance Sheets
- Client-centric mindset
- Previous project management experience strongly preferred
- Self-motivated and resourceful; able to multi-task and focus on delivering results
- Ability to operate as a team player – energetic, enthusiastic, personable, proactive, with a positive attitude
- High quality written and verbal communication skills
- Excellent attention to detail
- Strong interpersonal skills to support communication with internal and external counterparties
- Excels in a rigorous and fast-paced team-oriented work environment
- Proficient in Microsoft Office applications (i.e. Word, Excel, PowerPoint) and CRM systems (e.g. Salesforce)
ABOUT APOLLO
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of June 30, 2025, Apollo had approximately $840 billion of assets under management. To learn more, please visit
OUR PURPOSE AND CORE VALUES
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
The leading provider of retirement income solutions to institutions, companies, and individuals.
The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
- Outperform Expectations
- Challenge Convention
- Champion Opportunity
- Lead Responsibly
- Drive Collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
OUR BENEFITS
Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.
Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo.
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