Client Services Associate

This role offers you the chance to become an integral part of a highly respected and inclusive organisation with a truly international reach.

• Join a globally recognised investment firm with offices across major financial centres including Singapore, London, New York, Paris, and Hong Kong, giving you exposure to international best practices and diverse teams.
• Benefit from a flexible working approach that prioritises results while supporting your wellbeing through private medical insurance, life insurance, income protection, pension contributions, wellness partnerships, and generous leave policies.
• Experience genuine career progression opportunities in an environment that values inclusivity, supports philanthropy through charity programmes and volunteer days, and encourages participation in social events for a well-rounded work-life experience.

What you'll do:

As a Client Services Associate based in Singapore, you will play a pivotal role within the global Client Operations team. Your daily activities will involve coordinating complex investment execution tasks for Asia-based clients while supporting senior members of the Investment Team. You will be responsible for ensuring seamless communication between multiple stakeholders—including custodians, fund managers, trustees, banks, and advisors—while upholding rigorous compliance standards.

• Gain an in-depth understanding of various investment products such as hedge funds, exchange traded funds, UCITS funds, and private equity vehicles with particular attention to redemption requirements including notice periods, gates, fees, and lock-up periods.
• Liaise proactively with custodians, trustees, fund administrators, banks, brokers, financial advisors, tax advisors, company directors, and executive assistants to ensure all investment transactions are executed accurately and efficiently.
• Coordinate internal capital calls by ensuring clients receive timely notifications for required payments or instructions for payment arrangements from custodian accounts.
• Obtain necessary authorisations for investment recommendations and ensure all orders are implemented promptly while maintaining comprehensive supporting documentation.
• Monitor client cash and securities accounts by managing relationships with custodians and third parties to ensure accurate account management at all times.
• Track execution of client transactions through to completion using in-house systems to guarantee precise record-keeping and compliance with regulatory standards.
• Assist with the preparation for client meetings by gathering relevant information and responding to queries in support of senior investment professionals.
• Collect valuation data for clients and enter key information into internal systems; prepare quarterly or monthly statements for review by client heads.
• Review annual tax reports as needed and verify billing calculations for accuracy while addressing any client queries related to these processes.
• Ensure all account opening documents are completed correctly; maintain strict adherence to KYC/AML regulations as well as local data protection laws.

What you bring:

To excel as a Client Services Associate in this esteemed organisation’s Singapore office, you will bring proven experience from within the financial services sector—whether gained through internships or permanent roles—alongside robust analytical abilities that allow you to grasp intricate details of various investment vehicles. Your proficiency with Microsoft Office tools ensures efficient handling of large datasets while facilitating clear communication both internally among colleagues and externally with third-party partners. A keen interest in capital markets will keep you engaged as you navigate evolving industry trends.

• Demonstrated numerical aptitude with strong quantitative and qualitative analytical skills that enable you to understand complex investment products quickly.
• Previous experience within financial services—internship or full-time—providing familiarity with industry operations and expectations.
• Proficiency in Microsoft Office applications (especially Excel and Outlook), allowing you to manage data effectively and communicate clearly across teams.
• Genuine interest in investments and capital markets which drives your enthusiasm for learning about new asset classes or market developments.
• Excellent verbal and written communication skills that allow you to interact considerately with colleagues as well as external partners such as custodians or advisors.
• Highly organised approach enabling you to prioritise daily workloads efficiently while maintaining accuracy under pressure in a fast-moving environment.
• Flexible mindset with an entrepreneurial spirit that embraces wide-ranging responsibilities beyond your core remit when needed.
• Collaborative attitude that thrives in communal settings where teamwork is essential for success across global offices.
• Meticulous attention to detail ensuring all documentation is complete and compliant with regulatory requirements including KYC/AML protocols.
• Commitment to upholding information security processes along with local data protection regulations.

What sets this company apart:

This organisation stands out as one of the world’s leading outsourced investment offices serving some of the most distinguished institutions and families globally. With over $60 billion in assets under management across eight international offices—including Singapore—you’ll be joining a business that combines deep expertise with an unwavering commitment to diversity of thought.

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1435983 Glen Chua