Client Service, Senior Associate
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
About BNY Investments:
BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
We’re seeking a future team member for the role of Client Service Senior Associate to join our BNY Investments team. This role is located in Singapore.
In this role, you’ll make an impact in the following ways:
- Be client-obsessed and serve as the primary point of contact for Intermediary and Institutional clients across APAC, proactively managing client queries professionally
- Coordinate with internal stakeholders to execute client onboarding, account opening, offboarding, and change management, ensuring seamless process and transition
- Collect AML documentation and conduct suitability review for clients
- Monitor and deliver regular client reporting for Institutional clients, ensuring timely and accurate dissemination of portfolio statements and performance updates.
- Oversee client account setup for Intermediary clients, enabling the efficient distribution of account statements, notices, invoices, trailer fees, and rebates, as applicable.
- Resolve client complaint timely, ensuring high level of client satisfaction and promptly escalating potential issues or risks to the management team.
- Participating in cross-functional business projects as a subject matter expert
- Co-ordinate contracting for new/existing clients and fund distribution arrangements, including supporting global business acceptance process.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in Finance or Business preferred
- Minimum 5 years’ experience in investment management client service
- Strong reading and writing skills in English; Chinese is a plus
- Fluency in spoken English required; proficiency in Mandarin and Cantonese is a plus.
- Demonstrates diligence and attention to detail
- Possesses strong analytical skills
- Exhibits excellent communication and presentation abilities
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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