Job Description - Client Service Associate - Financial Services
Our client is an established financial services platform with a growing presence in Singapore. As the business continues to strengthen its regional client coverage, they are hiring a Client Service Associate / Senior Associate to support institutional clients across Southeast Asia.
This is a client-facing role within a post-trade and securities services environment, covering client query management, service reviews, client training, and relationship support. The role would suit someone with experience in banking, custody, settlement, clearing, securities services, or trade lifecycle support who is looking to take on broader client exposure while remaining close to technical and operational matters.
Responsibilities for the Client Service Associate / Senior Associate:
Manage institutional client queries and provide timely, practical solutions across post-trade, custody, settlement, and securities services matters
Act as a key point of contact for clients, helping to resolve service issues and ensure a high standard of client experience
Deliver training to clients on online portals, trade lifecycle processes, and relevant service workflows
Support the organisation of client training sessions, workshops, and other client engagement activities
Conduct regular service reviews with key clients and follow through on issues, feedback, and action items
Attend client meetings independently and alongside Relationship Managers across the region
Build and maintain strong relationships with existing and prospective clients
Identify client needs across settlement, custody, and related securities services, and work with Relationship Managers to deliver appropriate solutions
Partner closely with Relationship Managers on client relationship deepening, sales pitches, and potential business opportunities
Stay updated on product, technical, market, and operational developments relevant to the client base
Support team-related matters including documentation, agreements, KYC, and other internal coordination requirements
Requirements for the Client Service Associate / Senior Associate:
Diploma or Bachelor's degree in business, finance, economics or a related discipline
At least 5 years of relevant banking or financial services experience
Prior experience in client service, client support, relationship support, securities services, custody, clearing, settlement, post-trade operations, or trade lifecycle support would be highly relevant
Strong understanding of institutional client servicing within a banking, securities services, market infrastructure, or financial services environment
Comfortable handling client queries, service issues, operational escalations, and time-sensitive requests
Strong communication, interpersonal, and presentation skills, with the ability to engage confidently with both internal and external stakeholders
High level of client orientation, professionalism, initiative, and ownership
Organised, meticulous, and able to manage competing priorities under tight timelines
Comfortable working independently while partnering closely with Relationship Managers, operations, product, and technical teams
Strong command of spoken and written English
Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint
Selby Jennings is a Trading Style of Phaidon International (License number 16S8194)
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