14 дней назад
Client Service Manager / Associate Client Service Manager (Asset Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Manager / Associate Client Service Manager (Asset Management): Supporting APAC institutional and intermediary clients through onboarding, reporting, documentation, and issue resolution with an accent on cross-border coordination, fund administration, and client communications. Focus on managing complex client requests, coordinating AML/KYC and operational setup, preparing performance review materials, and delivering accurate regulatory and investor reporting.
Location: Tokyo, Japan; office attendance at least four days per week with flexibility to work from home one day per week
Company
and Columbia Threadneedle Investments provide investment management, financial services, and insurance solutions through a global organization.
What you will do
- Support APAC institutional and intermediary clients across onboarding, routine maintenance, documentation, reporting, and issue resolution.
- Coordinate client take-on activities, including legal agreements, application forms, AML/KYC documentation, operational setup, reporting requirements, and business sign-offs.
- Manage client reporting deadlines, standardize reports, coordinate compliance reviews, and prepare performance review materials and investor communications.
- Work with internal stakeholders in the US and EMEA, portfolio managers, operations, reporting teams, and external clients.
- Maintain accurate client records and coordinate client service projects, testing, ad-hoc issues, and client-impacting risk events.
Requirements
- At least three years of relevant experience, preferably in asset management or financial institution operations.
- Understanding of fund management, financial instruments, administration processes, performance analysis, and reporting.
- Proficiency with Microsoft Office, Bloomberg Professional, and Salesforce.
- Strong organizational, numerical, written, communication, interpersonal, and problem-solving skills, with the ability to work under pressure and meet short deadlines.
- Native Japanese and fluent spoken and written English required.
- Regular in-office collaboration in Tokyo is required, with at least four days per week in the office.
Nice to have
- Cross-cultural and additional language skills.
- Local securities dealing license.
- Investment Management Certificate or equivalent.
Culture & Benefits
- Permanent full-time position within a global team of investment and client service professionals.
- Face-to-face collaboration, idea sharing, productivity, and relationship-based client service are central to the working model.
- Flexible working arrangements may be discussed for individual needs.
- Inclusive and performance-based workplace with accessibility support during recruitment.
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