809 Client Services jobs in Singapore
Client Services
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Overview:
We are seeking a proactive and detail-oriented individual to support our financial advisory practice. The role involves client servicing, administrative support, and ensuring smooth coordination of client engagement activities.
Key Responsibilities:
Client Relationship Support
Manage, schedule and coordinate meetings.
Assist with birthday gifting, client appreciation initiatives, and other relationship-building activities.
Provide support for claims servicing and ensure timely follow-up with clients.
Share health and investment updates with clients where required.
Administrative & Data Management
Prepare and maintain Excel reports for client tracking, claims, and updates.
Update CRM systems & frameworks with accurate and timely information.
Confirm and coordinate client appointments, ensuring schedules run smoothly.
Support the advisor in system updates, workflow improvements, and project-specific admin tasks.
Assist in ad-hoc tasks to ensure smooth business operations.
Requirements:
Strong organizational and time management skills.
Proficiency in Microsoft Excel and Canva tools.
Good communication and interpersonal skills.
Attention to detail and ability to handle sensitive client information with confidentiality.
Able to start work immediately
Possess laptop to work
Prior experience in client servicing, financial services, or administrative roles is a plus.
Work Arrangement:
Flexible (part-time or full-time, 3-5 day work week).
$10 / hour ($12 / hour after probation)
Hybrid / remote work arrangements may be considered after probation
Client Services
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Duties and Responsibilities
Reporting to the Head of Client Services, this executive will support our portfolio managers in portfolio management, trade execution, and reconciliation with partner banks/brokers/accountants. His/her responsibilities include:
Helping to process onboarding, subscription and redemption requests which includes liaising with the investors for due diligence checks and documentation
Working with business support providers to process transactions and deliver investors' requirements in an efficient and responsible manner
Making follow-up investor calls and ensure compliance with all regulatory requirements
Helping to maintain our investor record as well as a record of trades and settlement, funding and reconciliation
Assisting the company in meeting tax reporting and audit requirements, as well as in fund administration and NAV reconciliation
Assisting with preparation of marketing collaterals as part of the investor relations activities
Supporting administrative and enhancement projects as assigned from time to time
Skills, Knowledge and Competencies
The candidate should ideally possess:
A highly developed and keen sense of teamwork
Ability to understand issues and appropriately escalate to Management in a timely fashion
Dynamic, detail-oriented person and able to work under pressure
Strong analytical skills
Proficiency in MS Office
Excellent communication skills
Relevant academic or professional experience (accounting, fund accounting, fund administration or private banking.
Client Services
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Job Description
RESPONSIBILITIES
Manage development and delivery of suitable marketing and media solutions for client's marketing and communication needs. e.g. events, in-store, social media, partnerships, artwork, where appropriate
Create and execute work plans for publicity and/or marketing campaigns and events
Work with internal and external teams to review and deliver solutions to ensure budget and timeline are managed, while maintaining a fair and respectful working workflow for all team players
Exemplify company philosophy in implementing standards - timeliness, value-adding and constantly upgrading of knowledgable with a can-do attitude
SKILLS
Excellent communication skills and the ability to anticipate the needs of customers
Must demonstrate strong analytical thinking skills
Should possess strong problem solving skills and the ability to make sound judgement calls
Superior organisational and time management skills
Knowledge of customer service programs and databases, or the ability to learn new software quickly
Innovative, creative thinking skills to ensure the organization is providing a cutting edge client experience
Independent, reliable and self-motivated.
Customer Oriented
Client Services Executive
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Client Services Executive (Government Sector)
Locations: Tiong Bahru / Bukit Panjang / Tanjong Pagar / Ang Mo Kio
5-Day Work Week | Office Hours
Up to $3,300 Basic + Variable Bonus
A well-established engineering firm supporting government projects is looking for motivated individuals to join their customer service and administrative support team.
Responsibilities- Attend to client enquiries via phone and email
- Provide prompt and professional customer support and issue resolution
- Maintain accurate records of customer interactions in internal systems
- Perform general administrative duties to support the team
- Minimum Diploma in Business or any relevant field
- No prior experience required — training will be provided
- Only Singaporeans may apply
- Stable government sector opportunity
- Multiple work locations available
- Friendly team environment with structured training
Please note: Only shortlisted candidates will be notified.
Client Services Executive
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- Serve as the main point of contact for a portfolio of assigned clients, ensuring their inquiries and requests are handled promptly and professionally.
- Support the execution of sales and operational plans, including client follow-ups and service coordination.
- Prepare proposals, service agreements, and other relevant documentation for client presentations or onboarding.
- Actively follow up on service progress, outstanding items, and payment collections to ensure timely delivery and billing.
- Issue tax invoices and maintain accurate client records in the system.
- Address client concerns effectively, escalating issues where necessary to ensure client satisfaction.
- Collaborate with internal teams (e.g., corporate secretarial, payroll, finance) to coordinate service delivery.
- Any other ad hoc duties as assigned by superior.
- Diploma or Degree in Business Management or related field.
- Minimum 1 years of relevant experience in a client support, sales coordination role.
- Candidates with no experience are welcome to apply. Training will be provided
- Strong interpersonal and communication skills with a client-first attitude.
- Able to work independently, manage multiple tasks, and meet deadlines and KPI set.
- Highly motivated, organized, and results-driven in a fast paced environment.
- Proficiency in mandarin is vital for this role to deal with mandarin speaking counterparts
EVP Client Services
Posted today
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About Citco
JOB DESCRIPTION
Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $2.5 trillion in assets under administration, we deliver end-to-end solutions and an exceptional service to meet our clients' needs.
For more information about Citco, please visit
About The Team & Business Line
Fund Administration is Citco's core business, and our alternative asset and accounting service is one of the industry's most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.
Your Role
You will be responsible for overseeing a Client Services team managing the relationships of Citco's Asia-based hedge fund asset managers.
As an Executive Relationship Manager "ERM" for a portfolio of clients, you will work closely with the Relationship Manager ("RM") to understand the needs of the client and create strategic initiatives to optimize our partnership and nurture long-term client relationships.
The ERM will oversee client profitability, satisfaction, retention, enhanced revenue generation through cross-selling and ensure an optimum execution of Citco's services. You will help steer the team in strategic directions that will benefit the needs of both the client and the business.
You will also be part of the APAC leadership team which works closely to drive forward the success of the region across all business lines, functions and locations; and work on local and global projects and initiatives to keep Citco at the forefront of the alternative investment landscape.
We are seeking a leader who can balance strategic thinking with hands-on management, while maintaining strong relationships with both clients and internal teams. The ideal candidate will have a proven track record of developing high-performing teams and driving business growth in the alternative investment sector.
Key Parameters Will Include
Know Your Customer
Key Personnel
Establish relationships with C-suite contacts across all clients. Understand their background and track record. Identify decision makers and influencers. Build personal relationships.
Client Dynamic
Understand business vision and pain points of key client relationships including their Citco experience.
Relationship Management
Ensure client target meetings are met for all clients. Adopt consultative approach to client meetings and produce value added RM packs.
Sales / Client Integration
Client On-boarding
Assist in the coordination of new client integrations & existing client launches.
Client Allocation
Allocate new clients to RMs and manage pipelines with headcounts.
Client Pitches
Partner with BD on new client pitches including demos of Citco systems.
Reporting
Profitability Reviews
Review profitability of client accounts and address negative trends. Assist RMs in on-going FTE analysis and conduct investigations into abnormal activity via deep dive operational reviews.
KPI Reporting
Prepare KPI's for internal and external distribution utilising various internal dashboards and reporting functionality
Forecasting & Revenue
Prepare revenue forecasts for clients and review on a regular basis. Oversee revenue accruals and ensure timely payment by clients
Internal Reporting
Assist in consolidation and preparation of various internal reporting requirements.
Projects (Ongoing)
Oversee team task / project list have adequate ownership and ensure effective communication on items across all levels - top/down/middle
Projects (New)
Spearhead initiatives for implementation to improve team efficiency and further enhance the CS function.
Risk Management
Risk Assessments
Review risk assessment of current and potential new funds under administration.
Fund Pipeline
Manage fund pipelines including liquidation logs and Business Change Log (BCL).
Risk Review
Identify and review clients that are med-high risk due to non-standard practices, manual workarounds etc. Work with the relevant functions and client to reduce or eliminate risk.
Migrations
Review and manage migration pipelines for work moving between offices. Work with RMs and relevant functions to effectively implement timelines and set expectations. Manage client communication strategy
Collaboration
Internal Collaboration
Partner with senior management across internal functions regularly to align visions and promote transparency and accountability. Work as a cohesive unit. Conduct regular strategic client meetings with cross functional teams.
- Ensure RMs have ongoing collaboration with key internal stakeholders.
Liaise internally with key operational areas to ensure awareness by all of key client requirements.
Knowledge Sharing
Promote knowledge sharing of industry and company related updates amongst teams. Ensure consistent approaches are implemented. Hold meetings / discussions as required with SMEs.
Communication
Ensure effective communication up to senior management across all functions as necessary.
Projects (Internal)
Participate and lead local and global business projects.
Team Management
Resources
Regularly review capacity of the team, including overtime, and assess resource requirements.
Budgeting
Expense budgeting for the year for business trips, client events etc
Support
Be point of escalation for RMs and a soundboard for issues or concerns. Provide direction and a resolutions as necessary.
Development
Work with individual RMs on goals and development plans and address any gaps or training needs. Ensure new RMs are adequately trained and supported with a mentor.
Consistency
Strive to implement unison in RM approach and consistency with documents, tasks, communication etc.
Team Meetings
Coordinate monthly team meetings and ensure meetings are "effective", i.e. group participation, collaboration, agenda etc
Coordinate
Coordinate various client related projects, e.g. surveys, client events / parties, client meetings with senior internal colleagues etc
Networking
Be regularly involved in industry events and seminars to expand knowledge and establish relationships with peers within the industry
About You
- Degree qualified in Accounting or Finance related area and/or studying for a professional accounting qualification
- 10+ years of experience in Financial Services and hedge fund industry with client services experience
- Ability to develop and lead a high-performing team of Relationship Managers
- Ability to build strong relationships across multiple internal functions and regions
- Proficiency in a CRM tool
- Excellent analytical, problem-solving skills with a high degree of attention to detail
- Strong interpersonal, communication and presentation skills
- Ability to multi-task and effectively manage time
- Ability to work under pressure in a high demand environment
- Proficient in Microsoft Applications (Word, Excel, PowerPoint etc)
- Available to travel on business trips to meet clients
Our Benefits
Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation's evolving diversity in the people we hire, and the culture we create in our organization.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
EVP Client Services
Posted today
Job Viewed
Job Description
About Citco
Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $2.5 trillion in assets under administration, we deliver end-to-end solutions and an exceptional service to meet our clients' needs.
For more information about Citco, please visit
About the Team & Business Line:
Fund Administration is Citco's core business, and our alternative asset and accounting service is one of the industry's most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.
Your Role:
You will be responsible for overseeing a Client Services team managing the relationships of Citco's Asia-based hedge fund asset managers.
As an Executive Relationship Manager "ERM" for a portfolio of clients, you will work closely with the Relationship Manager ("RM") to understand the needs of the client and create strategic initiatives to optimize our partnership and nurture long-term client relationships.
The ERM will oversee client profitability, satisfaction, retention, enhanced revenue generation through cross-selling and ensure an optimum execution of Citco's services. You will help steer the team in strategic directions that will benefit the needs of both the client and the business.
You will also be part of the APAC leadership team which works closely to drive forward the success of the region across all business lines, functions and locations; and work on local and global projects and initiatives to keep Citco at the forefront of the alternative investment landscape.
We are seeking a leader who can balance strategic thinking with hands-on management, while maintaining strong relationships with both clients and internal teams. The ideal candidate will have a proven track record of developing high-performing teams and driving business growth in the alternative investment sector.
Key parameters will include:
- Know Your Customer
- Key Personnel
- Establish relationships with C-suite contacts across all clients. Understand their background and track record. Identify decision makers and influencers. Build personal relationships.
- Client Dynamic
- Understand business vision and pain points of key client relationships including their Citco experience.
- Relationship Management
- Ensure client target meetings are met for all clients. Adopt consultative approach to client meetings and produce value added RM packs.
- Sales / Client Integration
- Client On-boarding
- Assist in the coordination of new client integrations & existing client launches.
- Client Allocation
- Allocate new clients to RMs and manage pipelines with headcounts.
- Client Pitches
- Partner with BD on new client pitches including demos of Citco systems.
- Reporting
- Profitability Reviews
- Review profitability of client accounts and address negative trends. Assist RMs in on-going FTE analysis and conduct investigations into abnormal activity via deep dive operational reviews.
- KPI Reporting
- Prepare KPI's for internal and external distribution utilising various internal dashboards and reporting functionality
- Forecasting & Revenue
- Prepare revenue forecasts for clients and review on a regular basis. Oversee revenue accruals and ensure timely payment by clients
- Internal Reporting
- Assist in consolidation and preparation of various internal reporting requirements.
- Projects (Ongoing)
- Oversee team task / project list have adequate ownership and ensure effective communication on items across all levels - top/down/middle
- Projects (New)
- Spearhead initiatives for implementation to improve team efficiency and further enhance the CS function.
- Risk Management
- Risk Assessments
- Review risk assessment of current and potential new funds under administration.
- Fund Pipeline
- Manage fund pipelines including liquidation logs and Business Change Log (BCL).
- Risk Review
- Identify and review clients that are med-high risk due to non-standard practices, manual workarounds etc. Work with the relevant functions and client to reduce or eliminate risk.
- Migrations
- Review and manage migration pipelines for work moving between offices. Work with RMs and relevant functions to effectively implement timelines and set expectations. Manage client communication strategy
- Collaboration
- Internal Collaboration
- Partner with senior management across internal functions regularly to align visions and promote transparency and accountability. Work as a cohesive unit. Conduct regular strategic client meetings with cross functional teams.
- Ensure RMs have ongoing collaboration with key internal stakeholders.
- Liaise internally with key operational areas to ensure awareness by all of key client requirements.
- Knowledge Sharing
- Promote knowledge sharing of industry and company related updates amongst teams. Ensure consistent approaches are implemented. Hold meetings / discussions as required with SMEs.
- Communication
- Ensure effective communication up to senior management across all functions as necessary.
- Projects (Internal)
- Participate and lead local and global business projects.
- Team Management
- Resources
- Regularly review capacity of the team, including overtime, and assess resource requirements.
- Budgeting
- Expense budgeting for the year for business trips, client events etc
- Support
- Be point of escalation for RMs and a soundboard for issues or concerns. Provide direction and a resolutions as necessary.
- Development
- Work with individual RMs on goals and development plans and address any gaps or training needs. Ensure new RMs are adequately trained and supported with a mentor.
- Consistency
- Strive to implement unison in RM approach and consistency with documents, tasks, communication etc.
- Team Meetings
- Coordinate monthly team meetings and ensure meetings are "effective", i.e. group participation, collaboration, agenda etc
- Coordinate
- Coordinate various client related projects, e.g. surveys, client events / parties, client meetings with senior internal colleagues etc
- Networking
- Be regularly involved in industry events and seminars to expand knowledge and establish relationships with peers within the industry
About You:
- Degree qualified in Accounting or Finance related area and/or studying for a professional accounting qualification
- 10+ years of experience in Financial Services and hedge fund industry with client services experience
- Ability to develop and lead a high-performing team of Relationship Managers
- Ability to build strong relationships across multiple internal functions and regions
- Proficiency in a CRM tool
- Excellent analytical, problem-solving skills with a high degree of attention to detail
- Strong interpersonal, communication and presentation skills
- Ability to multi-task and effectively manage time
- Ability to work under pressure in a high demand environment
- Proficient in Microsoft Applications (Word, Excel, PowerPoint etc)
Available to travel on business trips to meet clients
Our Benefits
Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation's evolving diversity in the people we hire, and the culture we create in our organization.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
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Director, Client Services
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Our Client is an international independent trust company, and is seeking a Director, Client Services for managing their private client service division of the Singapore office.
Main Purpose
The primary functions of the Director, Client Services ("DCS") are:
- To provide a full scope of client services to a portfolio of international trusts and companies that comprise several VIP international client relationships for the Singapore office, including some UHNW family office clients.
- The successful candidate may be required to act as the primary contact within the Singapore office for these clients, supported by his/her team of Senior officers, officers and junior officers.
- To develop new business by regularly visiting designated markets and meeting with intermediaries and potential clients. It should be noted, however, that this is not a BD role, it is a client admin and management role but as a senior person attending industry events and some networking is expected.
- To participate in the overall management and development of the office to ensure that the company's strategic objectives are met.
Important Functions
Act as the primary point of contact for international clients in the administration of their trust and corporate structures.
- Ensuring that new business procedures are followed, particularly in relation to the production of application forms and the gathering of CDD.
- Drafting, or arranging the drafting, of appropriate trust documentation such as Trust Deeds and Letters of Wishes.
- Supervising various staff to ensure that they meet the objectives of the company, attend to client service requirements, and ensure compliance with statutory requirements, particularly in respect of corporate secretarial matters.
- Ensuring that the internal Client Management Information System database for client entities is correct and kept up to date.
- Supervision and development of the STCO's team of Officers and Junior Officers.
- Responsibility for the financial management of client relationships, including invoicing and fee collection.
- Act as Resident Manager of the Trust Company and/or provide director services of various Singapore client entities (if required).
- Attend to all other tasks set by the Directors of the Company.
The Person's Relevant Experience
Ideally, experience will comprise of the following:
- A minimum of 10 years of experience in a trust administration role within a trustee company, private bank trust department, or the trust services department of a professional accounting firm.
- Sound knowledge of trust law and trust administration practices is essential.
- A working knowledge of corporate secretarial and administration services.
- Understanding of private banking or investment management client service processes would be an advantage.
- Business development and marketing to intermediaries and potential new clients.
Personal Attributes
Applicants should :-
- Possess strong organizational skills and demonstrate an ability to handle multiple client service tasks promptly and efficiently. Attention to detail is essential.
- Demonstrate that they are able to deal with client affairs in a highly professional manner.
- Possess the highest level of personal integrity and demonstrate a full understanding and appreciation for confidentiality in dealing with client matters.
- Have excellent communication skills, both written and oral, and be sensitive to the cultural diversity of the client portfolio.
- Be career-focused.
Qualifications
Relevant professional qualifications in trust administration, STEP, banking, accounting or law.
Desired Skills & Experience:
Excellent Communication Skills, Management Skills, Trust Services, Financial Management, Arranging, Business Acumen, Financials, VIP, Private Banking, Invoicing, Administration, Deeds, Investment Management, Attention to Detail, Trust Administration, Business Development.
Client Services Analyst
Posted today
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Job Description
The role reports into a Manager, who has line management responsibility within the PL Re Client Services team. Within the Client Services team there are separate Longevity and Protection teams.
The Analyst role is responsible for manging the day-to-day operations of our reinsurance treaties. This includes data and accounts processing, management of internal as well as external client engagement and improving our operational controls. There are exciting challenges ahead as we currently embark on a project involving back-office unification and standardisation. There are opportunities for global exposure and collaboration with colleagues across our operating regions.
The role is varied and dynamic, and there are several different projects and ad-hoc pieces of work you may be involved with. Examples of key responsibilities are as follows:
o Fully understand the treaty and client's data for effective in-force treaty management
o End to end ownership of assigned reinsurance treaties
o Perform necessary validation checks on data, manage error handling to reconcile and book statement of accounts in a timely manner
o Development of reports for regular validation of accounts and controls
o Implement process improvements, and developing and improving reporting/MI methods
o Manage client relationship through regular engagement including face to face meetings and annual reviews as required.
o Collaborate with internal stakeholders such as our actuarial functions and finance by validating key reports and highlighting any issues with client data or extraordinary data trends
o Perform internal controls to meet local and global regulatory requirements
o Provide inputs to drive treaty implementation as required
This role is ideally suited to an individual with a strong technical background who can quickly learn new skills, but who will also challenge and improve the existing processes.
The Client Services team works closely together and with a variety of stakeholders across our business including Finance, Actuarial functions, Pricing and Marketing. A collaborative and proactive attitude is therefore a must for the role.
Essential Qualifications & Expertise
o Fluent in spoken and written Korean and English to support Korea based clients
o A sound knowledge of Insurance/Reinsurance or any other financial institutions administration practices and principles.
o Aptitude for managing data and analysis with advanced Excel skills.
o Comfortable working with large datasets (~1mil records).
o Knowledge of basic coding or interested in learning the skill.
o Strong analytical skills and problem-solving abilities.
o Strong interpersonal skills and team player.
o Curiosity and critical thinking of issues with solution-oriented mindset.
Desirable Experience
o Good report writing and verbal communications skills.
o Competent user of Microsoft Excel.
o Knowledge of SQL or similar data query tools.
o Experience in working on SAP or another operations platform.
Client Services Executive
Posted today
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Job Description
Role & Responsibilities
- Boost our brand: Manage social media, create engaging content, and run marketing campaigns that attract new customers. You'll track what works and what doesn't, using data to improve our messages.
- Drive sales: You'll handle client inquiries and follow-ups, and even suggest better ways to communicate with customers based on what you learn.
- Stay ahead of the game: Conduct research on the market and our competitors to find new trends and opportunities for growth.
- Digital Engagement: Manage and grow our social media presence by creating engaging content and responding to online inquiries and comments to turn leads into customers.
- Event Coordination: Assist with planning and running client events, webinars, and product launches
What You Will bring:
We need someone with a positive, team-first attitude who is eager to learn. A diploma or degree in a related field is a plus, we value strong communication skills and a creative eye as well. Some experience with social media or basic design tools like Canva would be a huge advantage.
Our Team & Culture
This isn't just a job—it's a chance to make a real impact. You'll be part of a close-knit, dynamic team where your ideas directly help the company grow. You will get hands-on experience in both marketing and sales, building valuable skills for your future.
Job Types: Full-time, Permanent, Fresh graduate
Pay: $2, $3,500.00 per month
Benefits:
- Health insurance
Work Location: In person