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
Banking products lifecycle management, operational controls, and client service solutions for UHNW clients
Domain
Financial Services / Wealth Management / Private Banking
Required skills
Operational workflow knowledge, Banking product lifecycle management, Regulatory control processes, 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 the lifecycle of banking products for UHNW clients, Recognize risk and contribute to control enhancements, Build relationships with internal stakeholders, Participate in strategic initiatives, Act as local client service contact for Singapore with backup for Hong Kong, Coordinate training and metrics reporting, Produce management reporting to identify trends and risks, Partner with regional and global stakeholders to enhance client experience
Seniority
Associate level, 3+ years experience