Client Services Manager
Core
Manage client and distribution partner communications, investor onboarding, subscriptions, documentation, reporting, and post-investment support for private market investment solutions.
Role type
Client Services Manager
Builds
Investor servicing workflows and reporting for wealth management clients, high-net-worth individuals, and family offices
Domain
Private market investment / Wealth management
Deliverable
client delivery
Required skills
Investor relations, client servicing, investment operations, regulatory compliance, documentation management, stakeholder coordination
Preferred skills
Assistant Relationship Manager experience in private banking, investment product knowledge, technical expertise
Responsibilities
Manage client and distribution partner communications, coordinate investment reports and settlements, enhance client engagement and servicing workflows, ensure adherence to internal policies and regulatory requirements, collaborate with teams in Singapore and Japan
Seniority
Mid-level, hands-on IC
