Officer, Client Service

Job Description

Who we are

Aberdeen Investments is part of Aberdeen Group plc one of the UKs leading Wealth & Investments groups.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industrys best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients customers colleagues shareholders and society.

We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service supported by leading technology and talent.

As a global business Aberdeen consists of three divisions: Investments Adviser and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients evolving needs.

Our Asia Pacific Investments business has a large dedicated and highly experienced investment team which has been investing across the region since 1985 and manages all our Asian products including regional country smaller companies and sustainable investing propositions.

The team has a strong regional footprint with offices in Singapore Bangkok Kuala Lumpur Tokyo Hong Kong Shanghai Seoul and Sydney. This breadth gives us close proximity to the companies we own and the markets we invest in. Our APAC operations have been based in Singapore since 1992. We invest in Asian companies to grow with them and to help them to become better investors.

We are seeking a dedicated and detail-oriented Client Relations & Operations Associate to support our financial services team. This role is responsible for managing client communications processing transactions and ensuring regulatory compliance while also contributing to administrative and event-related activities. The ideal candidate will possess strong interpersonal skills a proactive mindset and a solid understanding of financial operations.

Key Responsibilities

Client Services

- Respond to inquiries and resolve issues from direct clients indirect clients and distributors across multiple communication channels.

- Process client documentation requests and amendments including coordination via mail and messenger services.

- Ensure accurate and timely execution of client orders and financial transactions.

- Facilitate account opening procedures and perform KYC (Know Your Customer) verification.

- Conduct post-interaction surveys to assess client satisfaction (subject to confirmation).

- Initiate follow-up communications with vulnerable clients to reinforce product understanding and risk awareness.

- Send SMS notifications to clients regarding specific account activities (e.g. subscription changes cancellations).

Regulatory & Compliance

- Contact clients to complete KYC requirements or to assist with account unblocking.

- Verify mailing addresses for returned correspondence flagged on watch-lists.

Administrative Support

- Prepare and reconcile monthly billing reports related to amendments printing SMS and postage; submit to Finance for processing.

- Manage daily incoming mail and process client requests accordingly.

- Notify clients of insufficient funds for minimum subscriptions and follow up on outstanding switching fees.

- Print and distribute fund factsheets for office display.

Event & Marketing Coordination

- Participate in company-sponsored events such as Mutual Fund Fairs and SET in the City assisting with account openings and product consultations.

- Register clients for events via phone and email communications.

- Support promotional activities including LTF/RMF campaign verification.

- Draft and disseminate client communications (e.g. amendments voting notices dividend announcements promotional materials) across various channels including email website and print media.

Key Requirements

- Bachelors degree in Business Administration Finance or a related field.

- 23 years of experience in client relations or financial services.

- Strong communication and organizational skills.

- Ability to work collaboratively in a team-oriented environment.

- Proactive and client-focused approach to problem-solving.

Were committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense this includes but is not limited to our diversity of educational and professional backgrounds experience cognitive and neurodiversity age gender gender identity sexual orientation disability religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.