Manager / Assistant Manager – Client Liaison Team
Core
Managing client onboarding, account maintenance, and transaction processing while ensuring compliance with regulatory requirements in Wealth Operations.
Role type
Manager / Assistant Manager – Client Liaison
Builds
Client accounts and transaction records for wealth management products
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
KYC/AML review, name screening, fund transfer agency coordination, settlement processing, cash reconciliation, FATCA/CRS reporting, Microsoft Office proficiency, transfer agency systems
Preferred skills
Portfolio accounting systems, multi-fund distribution operations
Responsibilities
Handle agent and customer enquiries via phone and email, oversee client onboarding and account maintenance processes, ensure client instruction processing adheres to fund cut-off times, distribute reporting to internal stakeholders, monitor service quality and client experience, ensure compliance with internal policies and regulatory requirements
Seniority
Manager, hands-on IC