Associate, Client Operations/Services Manager Associate, Client Operations/Services Manager …

Eagle Partners (International) Company Limited
in Hong Kong
Permanent, Full time
Be the first to apply
30000 - 60000
Eagle Partners (International) Company Limited
in Hong Kong
Permanent, Full time
Be the first to apply
30000 - 60000
Posted by:
William Chan • Director
Posted by:
William Chan
Director

Job Descriptions

  • Build and maintain strong client relationships

  • Oversee the output from a daily delivery team that performs middle and back office operational services

  • Third party trade, position and cash reconciliations (Custody / PB, ISDA, FCM); post-trade management including T+0 affirmation and proactive correspondence with counterparties to resolve trade breaks; collateral management, shadow accounting, etc.

  • Identify and resolve client issues

  • Proactively monitor client health and collaborate across internal teams to rapidly address client issues

  • Ensure client satisfaction by measuring metrics and KPI reporting

  • Escalate client issues to senior management

  • Conduct client business reviews to collect feedback, assess client health and share updates on product roadmap and features relevant to clients

  • Maintain and facilitate client references

Requirements

  • 3+ years of professional experience in a client management, customer success, or account management role within a hedge fund, fund administrator, and/or a 3rd party outsourced services provider

  • Previous middle/back-office or fund accounting experience

  • Bachelor’s Degree required

  • Strong understanding of investment management workflows and operations

  • Multi-Asset class knowledge in one or more of the following: Equities, Fixed Income, FX, Structured Products, Derivatives

  • Extensive client facing experience

  • Excellent written and verbal communication skills

  • Ability to manage multiple projects and work collaborativel

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