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Client Servicing Manager (Client Account)

Job description

Key Responsibilities

  • Build and maintain strong, long-term relationships with clients as a trusted advisor, ensuring continuous understanding of their experience and intentions while proactively managing relationship risks.
  • Serve as the primary contact for client queries, taking ownership and providing timely, accurate responses.
  • Address issues and complaints promptly, escalating when necessary.
  • Deliver high-quality, accurate client reports in collaboration with Reporting teams.
  • Manage regular client reviews, compiling and presenting relevant information effectively.
  • Monitor client satisfaction and work with stakeholders to enhance service quality in line with client tiering standards.
  • Organize on-site client visits and training, including agenda development and logistical arrangements.
  • Oversee onboarding of new accounts, fund/mandate changes, periodic reviews, and closures in partnership with Centres of Expertise.
  • Support sales efforts through RFPs, RFIs, marketing materials, and administrative tasks.
  • Participate in client meetings, events, and functions as appropriate.
  • Record client information and activity in Salesforce and share with Sales teams.
  • Contribute to business retention by logging assets at risk promptly and developing remediation plans.
  • Stay informed on competitor activities and industry trends.
  • Participate in client-impact projects and assist Sales in reviewing profitability, risk, and retention strategies.
  • Maintain awareness of operational risks and adhere to all relevant procedures.
  • Comply with all applicable laws, regulations, and internal policies (Code of Ethics, conflict management, client confidentiality, etc.).
  • Escalate compliance issues promptly and ensure fair treatment of clients.
  • Identify and manage client complaints in line with established procedures.
  • Collaborate with the KYC Centre of Expertise on AML/KYC requirements.

Requirements

  • Minimum 3 years of successful experience in the financial services industry, with preferred experience within Asset Management, ideally with institutional clients
  • Good command of spoken English, Cantonese and Mandarin
  • Strong interest in ESG