Client Management Assistant Job at Aweplus Australia Pty Ltd (Thành phố Hồ Chí Minh)

Client Management Assistant

AwePlus is seeking junior-level Client Management Assistants to remotely help ma...

Location

Vietnam , Hà Nội

Salary:

Not provided

Aweplus Australia Pty Ltd

Expiration Date

Until further notice

Requirements

Bachelor's degree
Excellent English writing and reading skills (IELTS 7.0 or above/equivalent)
Strong attention to details
Strong time management skills
Strong computer literacy, familiar with MS Office Suite
Strong client service professionalism

Job Responsibility

Screening and replying to client's service inquiry emails
Converting information from incoming inquiries to the client management system
Categorizing client inquiries and directing messages to appropriate team members
Filing client profiles in the company client management system
Assisting organizing client profiles by priorities
Assisting in contract-signing and signed contract filing into the company database
Assisting other administrative and documentation tasks as requested by supervisors

Fulltime

Client Management Assistant

Alphabet Managed Solutions Sdn Bhd is seeking junior-level Client Management Ass...

Location

Malaysia , Kuala Lumpur

Salary:

2800.00 - 3500.00 RM / Month

Aweplus Australia Pty Ltd

Expiration Date

Until further notice

Requirements

Bachelor's degree
Excellent English writing and reading skills (IELTS 7.0/MUET Band 4 equivalent or above)
Strong attention to details
Strong computer literacy, familiar with MS Office Suite

Job Responsibility

Screening and replying to client's service inquiry emails
Converting information from incoming inquiries to the client management system
Categorizing client inquiries and directing messages to appropriate team members
Filing client profiles in the company client management system
Assisting organizing client profiles by priorities
Assisting in contract-signing and signed contract filing into the company database
Assisting other administrative and documentation tasks as requested by supervisors

What we offer

10 annual leaves plus 11 holidays per year
Medical claim RM 1200.00 per year
Performance-based annual bonus of 0.5 - 1.0 month salary

Fulltime

Enterprise Coverage and Client Management, RIA's - Associate / Assistant Vice President

iCapital is looking to hire an Assistant Vice President / Associate to join the ...

Location

United States , New York

Salary:

85000.00 - 125000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

2-4+ years of experience in a technical relationship management capacity
Knowledge of alternatives and/or structured investments is preferred
Experience working for or with wealth management firms is preferred
Experience with SAAS offerings and wealth tech platforms preferred
Excellent organizational skills and attention to detail
Excellent verbal and written communication skills
Able to meet deadlines and work effectively under pressure
Passion for client service and exceeding client expectations
Demonstrated client service skills
Series 7 and 63 licenses preferred

Job Responsibility

Support development & deepening of existing relationships with wealth managers
Become an expert on enterprise technology solutions and help drive enterprise adoption of our technology platform and infrastructure
Support driving day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients
Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Assistant Vice President, Custody Operations (Client Service / Securities Transaction Management)

Job Overview: This intermediate-level position is designed to support both Clien...

Location

Japan , Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Expertise and experience in Securities Settlement Operations / Custody Operations, with particular knowledge in Japanese Equity and Fixed Income trade/settlement matching for both domestic and non-resident clients, collateral and pledge setting in the Japanese market, and corporate action
Proactive and strong drive for issue identification, prevention, and resolution with a high-risk mindset
Collaborates with both regional and global teams to lead initiatives
Strong communication and interpersonal skills for effective interaction with diverse stakeholders, both internally and externally
Capability of utilizing various reporting tools and applications
Demonstrated ability to drive results in a fast-paced, goal-oriented environment
Business level English and Japanese proficiency
Bachelor's Degree/University degree or equivalent experience
JSDA certification is required

Job Responsibility

Act as a centralized point of contact for inquiries related to client settlement processes and portfolio matters (Asset Services)
Provide clients with resolutions and support, addressing external customer issues and offering ongoing customer service
Liaise with internal and external cross-functional partners to provide customer service that consistently meets client expectations
Identify, propose, implement, and support process improvements
Contribute to short-term and long-term projects, collaborating with global partners
Serve as the 'face' of key institutional investors, navigating the complexities of the Japanese market
Process securities transactions and orders originating from trading desks and branch offices
Provide analytical input for traders and assist in the review of derivative products
Facilitate the clearance, settlement, and investigation of client securities and derivatives transactions
Resolve settlement-related issues, escalate as needed, and recommend solutions for complex problems

Fulltime

Assistant Client Support Officer, Managed Services Client Service Desk

The Managed Services Client Service Desk Administrator is an administrative role...

Location

Malaysia , Cyberjaya

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

High School Certification or diploma or equivalent
Basic to moderate level years of experience
Basic to moderate level experience level in the Technology Industry and Call Centre environment
Ambitious self-starter with the ability to work under general direction
Ability to use sound judgment to escalate an issue to a higher level
Displays a methodical in approach to ticket resolution
Demonstrates ability to interact with a variety of stakeholders
Demonstrates required integrity to ensure excellent client service and retention
Good attention to detail and client focused
Strong and effective verbal and written communication skills

Job Responsibility

Provides an administrative support service to the Managed Services Client Service Desk team
Provides entry level administrative tasks as required by the team
Ensure the correct escalation procedure is followed on all critical calls and requests
May be responsible for receiving, validating, and logging client requests, capturing the detail of the request
Assists with analyzing and interpreting escalation requests to ensure the correct categorization and prioritization
Ensures all relevant documents related to the tickets / requests are maintained, including the client's information
Performs any other related task as required

Fulltime

Assistant Management Accounts Manager

As an Assistant Management Accounts Manager at Elior, you will take ownership of...

Location

United Kingdom , Macclesfield

Salary:

35000.00 GBP / Year

Elior UK

Expiration Date

Until further notice

Requirements

AAT qualified or qualified by experience
Experience in people management or mentoring
Solid understanding of VAT and accounting principles
Proficient in accounting concepts with strong IT skills, including advanced Excel capabilities
Ability to perform effectively under pressure and meet tight deadlines
Passionate about service
warm, approachable, and skilled in interpersonal and communication abilities
Proven ability to build and maintain strong working relationships across diverse teams
Proactive and innovative mindset with a focus on continuous improvement
Exceptional attention to detail combined with resilience in fast-paced environments

Job Responsibility

Manage a portfolio of 100 site accounts, producing a P&L statement for each and ensuring all contract terms are accurately reflected
Process accruals and prepayments at month-end, ensuring site balance sheets are accurate, fully reconciled, and compliant
Perform account analysis and prepare variance commentary comparing actual results to budget
Conduct periodic contract reviews, ensuring terms are aligned with accounting records
Ensure client invoicing is accurate and consistent with P&L data
Liaise with stakeholders to understand performance, review processes, and deliver training where necessary
Provide financial support and guidance to the business as required
Monitor and review site bookkeeping systems, identifying and correcting errors
Analyze cost structures, control expenses, and optimize resource use
Identify risks, ensure internal controls, and maintain regulatory compliance

What we offer

Free, tasty meals
Flexible working - including part time roles
Generous holiday allowance of 33 days, with the option to buy more
Leave for life's important moments
Paid volunteering days
Career development and learning opportunities
Mental health support and wellbeing perks
Pension schemes and life assurance
Exclusive discounts on entertainment, leisure, and travel

Fulltime

SVP, Head Of Client Management

An exceptional opportunity has arisen for a high-calibre Securities Services pro...

Location

Hong Kong , Hong Kong

Salary:

1500000.00 - 1800000.00 HKD / Year

Randstad

Expiration Date

July 27, 2026

Requirements

Possess a Bachelor Degree in Finance, Business Administration, or a related academic discipline
A minimum of 10 years of experience in client management, client service, or relationship management strictly within the Securities Services sector
Demonstrate a strong, comprehensive understanding of custody and fund accounting mechanics
Proven leadership skills with a track record of motivating, mentoring, and developing an operational or client-facing team
Exceptional written and verbal communication skills with mandatory fluency in English, Mandarin, and Cantonese
Possess superior analytical thinking, sharp attention to detail, and robust problem-resolution skills

Job Responsibility

Assist in leading, motivating, and developing the team to deliver best-in-class professional customer services
Manage new deals, set up, and oversee critical post-closing activities, including handling waiver and amendment requests
Monitor the timely submission of covenants and maintain a rigorous document inventory
Participate in comprehensive documentation reviews from an operational perspective to ensure seamless, ongoing deal administration
Work proactively and collaboratively with internal and external stakeholders to deliver a premium client management experience
Build and maintain highly effective working relationships with respective clearing systems, including Euroclear Bank, Clearstream Banking, and the CMU
Provide robust oversight, guidance, and strategic advice to the Operations team on day-to-day activities to ensure flawless service quality
Participate in ad-hoc projects and strategic initiatives as and when required by senior leadership

What we offer

discretionary bonus

Fulltime

Svp - Head Of Client Management - Securities Services & Custody

An exceptional opportunity has arisen for a high-calibre Securities Services pro...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Randstad

Expiration Date

July 27, 2026

Requirements

Bachelor Degree in Finance, Business Administration, or a related academic discipline
A minimum of 10 years of experience in client management, client service, or relationship management strictly within the Securities Services sector
Strong, comprehensive understanding of custody and fund accounting mechanics
Proven leadership skills with a track record of motivating, mentoring, and developing an operational or client-facing team
Exceptional written and verbal communication skills with mandatory fluency in English, Mandarin, and Cantonese
Superior analytical thinking, sharp attention to detail, and robust problem-resolution skills

Job Responsibility

Assist in leading, motivating, and developing the team to deliver best-in-class professional customer services
Manage new deals, set up, and oversee critical post-closing activities, including handling waiver and amendment requests
Monitor the timely submission of covenants and maintain a rigorous document inventory
Participate in comprehensive documentation reviews from an operational perspective to ensure seamless, ongoing deal administration
Work proactively and collaboratively with internal and external stakeholders to deliver a premium client management experience
Build and maintain highly effective working relationships with respective clearing systems, including Euroclear Bank, Clearstream Banking, and the CMU
Provide robust oversight, guidance, and strategic advice to the Operations team on day-to-day activities to ensure flawless service quality
Participate in ad-hoc projects and strategic initiatives as and when required by senior leadership

What we offer

discretionary bonus

Fulltime

Select Country

Client Management Assistant

Job Description

Job Responsibility

Requirements

Nice to have

Looking for more opportunities?

Client Management Assistant

Client Management Assistant

Client Management Assistant

Enterprise Coverage and Client Management, RIA's - Associate / Assistant Vice President

Assistant Vice President, Custody Operations (Client Service / Securities Transaction Management)

Assistant Client Support Officer, Managed Services Client Service Desk

Assistant Management Accounts Manager

SVP, Head Of Client Management

Svp - Head Of Client Management - Securities Services & Custody

Our AI answers in your language