Client Service Manager
2 days ago
**KEY ACCOUNTABILITIES
The role of Client services will be to support the Life Relationship Manager and to be responsible for the coordination, production and delivery to Prudential Life clients of the following:
1. Client Take on, transition & termination
2. Delivery of Investment Solutions & clients’ priorities
3. Client Reporting Governance and Queries
4. Maintenance and update of Legal documents
5. Client Queries on Performance, Guidelines and any other business
The Client Service Manager will work closely and coordinate with internal stakeholders in the delivery of client related services and queries.
**Client Take On, Transition & Termination**
- Prepare documentation request approval to Product Fee Committee - PFC
- Review of IMAs, OMs including negotiating the T&C, and review by internal teams, legal, compliance, Operations, Finance, IT and Tax, etc
- Coordinating with Transition Management team to ensure smooth onboarding Facilitating the mandate termination in line with client’s instructions, working closely with Transitions Management team
**Delivery of Investment Solution**
- Work with the Transition Management team to deliver investment solutions to Life Clients
- Collaborate with internal teams Support Life Relationship Manager in the discussion with Life Clients to understand, document and elaborate Solution with Investment Desks
**Client Reporting Governance and Queries**
- Responsible to run the Monthly Partnership meetings with Life Clients.
- Assess with internal teams on client reports requests and liaise with Clients for delivery Facilitate discussions with internal teams on meeting client requirements
**Legal and Documentation**
- Responsible to maintain and update the legal agreement with Life Clients
- Liaise directly with Clients to update/amend legal documentation (e.g. IMAs, Fee letters, SLAs, IAAs) Liaise with Regional Group on updating documentation for new products, change in Strategic Asset Allocations and new investment guidelines
**Client Queries**
- Address directly Client Queries related but not limited to:
- Explanation of portfolio performance
- Changes to investment guidelines
- Portfolio breaches
- Trade-related activities
- Documentation
- Benchmarks
- Management / Performance Fees Regulatory e.g. MIFID, FATCA
**EXPERIENCE / QUALIFICATIONS**
- 5 to 10 years of relevant experience, in supporting an institutional client services role, either at an asset manager or a top tier bank - Good knowledge of the asset management industry and the operating business model of an asset manager highly desirable
- CMFAS license
- Deep understanding of financial products and funds management industry
- Excellent presentation skills
- Strong business level communication skills both written and verbal including report writing skills
- Strong time management and prioritisation skills
- Confident in making decisions autonomously and taking initiative
- Strong project management skills and experience
- Proven track record for delivering results as part of a dynamic team structure
- Ability to work well under pressure
- Accuracy and attention to detail including delivering reports and documentation to a very high standard
- At ease to interact with external and internal stakeholders, including senior management, consultants, service providers, investment and sales teams, in a multi-cultural environment.
- Strong team player, but needs to be able to work autonomously on projects and deliverables around and of varying seniority
- Be independent and resourceful in other words, a self-starter
-
Client Services Specialist
1 hour ago
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...
-
Associate - Client Service Specialist
1 hour ago
Singapore Moody's Investors Service Full timeMoody’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...
-
Client Service Manager
1 week ago
Singapore Argyll Scott Singapore Full timeAbout the Role: Client Service Manager As a Client Service Manager, you will support relationship managers and clients by handling key tasks such as: Client Servicing: Coordinate with different teams to ensure client documentation meets compliance standards Respond promptly to client queries and resolve issues Take client orders and understand their overall...
-
Client Service Manager
2 weeks ago
Singapore Standard Chartered Singapore Full timeOverview Join to apply for the Client Service Manager role at Standard Chartered Singapore . The role’s principal responsibility is to actively manage and maintain a high level of satisfaction among key clients within Financing & Securities Services (FSS) globally. The client base includes large global financial institutions with exacting standards,...
-
Client Services Manager
2 days ago
Singapore Fidelity International Full time**About the opportunity**: **Department Description** The Private Banks business is responsible for marketing Fidelity’s products to Private Banks in Asia ex Japan. Working in partnership with the Sales and Relationship teams in our local offices Institutional & Intermediary Services is responsible for client on-boarding, ongoing client services and...
-
Client Service Manager
2 days ago
Singapore Schroders Full time**Who we’re looking for** A resourceful and dynamic individual with a positive attitude, who can perform under pressure and who has an inquisitive mind to want to find out the rationale rather than just accepting things as they are. **The team** As an integral part of the team, the Client Service Manager works closely with the Institutional Sales Team...
-
Client Service Manager
2 hours ago
Singapore NEAR Full timeDescription You will be joining Near, one of the fastest-growing Enterprise SaaS companies, and experience a true start-up culture with the freedom to experiment and innovate. At Near, we believe that great culture is not just about work; it’s work + life. We not only encourage our employees to dream big but also give them the freedom and the tools to do...
-
Client Service Manager
2 weeks ago
Singapore STANDARD CHARTERED BANK (SINGAPORE) LIMITED Full timeJOB SUMMARY The role's principal responsibility is to actively manage and maintain a strong level of satisfaction among the most important clients within Financing & Securities Services (FSS) globally. The client base includes some of the largest global financial institutions which have extremely exacting standards and expect global best levels of client...
-
Client Service Manager
3 days ago
Singapore CAPITAL ASIA INVESTMENTS PTE. LTD. Full time $60,000 - $80,000 per yearSupport management, directors and business managers in their daily business activities.Involve interfacing with clients (mostly originating from the Asia regions) and assisting directors or business managers in taking and executing clients' instructions.Follow up on deal reconciliation, settlement and reporting of trades and investment transactions across...
-
HR Manager
1 week ago
Singapore a Snaphunt Client Full timeOur client is a well-established consultancy firm serving the property development and construction sector. The Role We are looking for a driven and experienced HR Manager to join our team and oversee the full spectrum of HR operations. This role is ideal for professionals with a solid foundation in HR practices who are ready to play a strategic role in...
