Operations Client Servicing Associate
Core
Act as a key client service and escalation contact for PWM Asia Operations, supporting operational issue resolution, training coordination, metrics reporting, and process improvement for UHNW clients.
Role type
Associate-level Operations Client Servicing Associate
Builds
Transaction support and post-execution processes for banking products including term loans and deposits
Domain
Financial Services / Wealth Management / Operations
Required skills
Operational workflow knowledge, Banking product lifecycle management, AML screening, Risk recognition, Stakeholder relationship building, Project execution, Management reporting analysis, Process improvement
Preferred skills
Experience in Operations, client service, middle office, or asset servicing, Understanding of cash products, OTC derivatives, and alternative investments, Ability to influence teams outside direct reporting lines
Technologies
Operational systems, Financial product platforms
Responsibilities
Execute operational processes and project activities, Manage banking product lifecycles for UHNW clients, Recognize and mitigate risk in daily activities, Coordinate training and stakeholder meetings, Produce and analyze management reporting, Act as local client service contact for Singapore with backup for Hong Kong
Seniority
Associate level, 3+ years experience