Client Service Associate

16 hours ago

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 to join us in delivering first class client service. The position works closely with business development and client relationship management staff, Client Service Executives (CSEs), to market and service clients based in Asia (Ex-Japan) with a strong focus in the Greater China market and select Southeast Asian countries. In support of the overall relationship management effort, a CSA will answer ad hoc client inquiries, prepare client presentations, assist with new account set-ups/transitions, prepare Requests-for-Proposals, research information on prospective clients, support general business development efforts and be an overall centralized point of contact for a specific book of clients. It is expected that CSAs will work closely with other relationship team members, the Investment Management Team, as well as many other functional areas of the firm to effectively communicate client expectations.

What you will do:

- Act as a central point of contact for a specified book of clients and resolve inquiries from our clients’ investment, management, compliance, audit, legal and operations teams.
- Coordinate account opening, maintenance and closing processes, which may involve working with both internal departments and external parties (i.e., client, custodian, brokers, lawyers, etc).
- Prepare and/or review meeting presentation books. This may involve working with CSEs and Portfolio Managers to download and analyze data before putting them into graphical presentations for client meetings. This will require someone who is familiar with fixed income concepts and a working knowledge of Bloomberg, Excel and Powerpoint.
- Prepare briefing memos (“background packages”) for client and business development meetings.
- Coordinate key client communications and attend select client meetings.
- Prepare and/or review requests-for-proposal submissions.
- Review all standard and/or customized client reports and ensure they are sent according to the daily, weekly, monthly and quarterly reporting deadlines.
- Maintain client contacts, sales opportunities and relationship notes in the client relationship database.
- Work on ad-hoc client projects.

What you will bring:

- Good undergraduate degree; Business, Finance or Economics majors preferred
- Progression towards CFA or MBA would be an advantage
- Native or fluent level of written and spoken Mandarin is essential, in addition to good English skills
- Other language ability is a plus
- Problem-solving skills and sound business judgment
- Ability to complete simultaneous tasks while under significant time pressure
- Impeccable attention to detail and time management
- Minimum of 3 years of experience in the asset management or related industry
- Fixed income knowledge and understanding of basic investment concepts a plus
- Proficiency with Microsoft Office 2007, particularly Excel and Powerpoint
- Proficiency with Bloomberg

  • Client Service Associate

    7 days ago

    Singapore Saxo Singapore Full time

    Client Service Associate Join to apply for the Client Service Associate role at Saxo Singapore Founded in 1992, Saxo is a global investment

  • Client Service Associate

    2 weeks 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...

  • Associate, Client Servicing

    7 days ago

    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 1-3 years related industry (consulting, digital,...

  • Client Service Associate

    3 days ago

    Singapore HAWKSBURN CAPITAL PTE. LTD. Full time

    We are seeking a dedicated and motivated Client Service Associate to join our dynamic team. The Client Service Associate will play a crucial role in supporting the Relationship Managers in maintaining and nurturing client relationships, driving business growth, and ensuring exceptional customer satisfaction. The ideal candidate will possess excellent...

  • Asia Client Service Associate

    1 week ago

    Singapore AZQORE SA Full time

    Join to apply for the Asia Client Service Associate role at AZQORE SA 1 week ago Be among the first 25 applicants Join to apply for the Asia Client Service Associate role at AZQORE SA Get AI-powered advice on this job and more exclusive features. Azqore is a leader in outsourced banking services. One of the entities under Credit Agricole Indosuez Wealth...

  • Client Service Associate

    2 weeks ago

    Singapore CMC Markets Full time

    Client Service Associate page is loaded## Client Service Associatelocations: Singaporetime type: Full timeposted on: Posted Todayjob requisition id: CMC4680**About CMC Markets:**CMC Markets is a global leader in CFD trading and share investing. Our vision is to provide the ultimate online trading experience so everyone can achieve their financial potential....

  • Associate, Client Services

    4 days ago

    Singapore Hays Singapore Full time $80,000 - $120,000 per year

    Your new company A global financial services company, serving individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Your new role As an associate, you willRespond to client enquiries across multiple communication channels Gain proficiency in internal platforms-such as trading tools and admin...

  • Client Service Associate

    2 days ago

    Singapore CMC MARKETS SINGAPORE PTE. LTD. Full time $13,200 - $144,000 per year

    CMC are hiring We have an opportunity for a Client Services Associate to join our team. This role will be based onsite 5 days per week in our Singapore office. Please note that this role is only open to Singapore based candidates who are Singapore Citizens or Permanent Residents. Mentor and support the client services team to provide world class...

  • Associate, Client Services

    2 weeks ago

    Singapore Dimensional Fund Advisors Full time

    Notes to applicants: - Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This...

  • Associate, Client Services Manager

    7 days ago

    Singapore Nomura Asia Full time

    **Job Title**:Client Services Manager **Corporate Title**:Associate **Division**:International Wealth Management **Location**:Singapore **SFID**:9743 **Nomura Overview** **Department Overview** Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our...