CareerPlan

PWM Asia Operations Client Servicing, Associate

Hong Kong, Hong KongFull-time2026-09-01 → 2026-10-24

Core

Act as a key client service and escalation contact for PWM Asia Operations, partnering with business and internal stakeholders to support operational issue resolution, training coordination, metrics reporting and process improvement.

Role type

Associate-level Operations Client Servicing

Builds

Operational workflows, systems, and financial products support for business units

Domain

Financial services, Operations, Product Support & Services

Deliverable

dashboards & analysis

Required skills

Operational workflow knowledge, risk recognition, stakeholder relationship building, project participation, escalation management, training coordination, management reporting, process improvement

Preferred skills

Subject matter expertise in client requirements and operational controls, experience in Operations/middle office/asset servicing, understanding of cash products/OTC derivatives/alternative investments, ability to influence teams outside direct reporting lines

Technologies

Operational systems, financial products

Responsibilities

Execute processes and project activities leveraging knowledge of operational workflows and financial products; Recognize risk and contribute to control enhancements; Build relationships with Operations teams and internal stakeholders; Participate in strategic initiatives; Act as local Operations client service contact for Singapore with backup for Hong Kong; Coordinate training, meetings, and metrics; Produce and analyze management reporting; Partner with regional and global stakeholders to enhance client experience

Seniority

Associate, hands-on IC