Client Service Manager

Ameriprise Financial Services, LLC

Client Service Manager at Columbia Threadneedle Investments ensuring high-quality service to APAC Institutional and Intermediary clients. Managing onboarding, client lifecycle, and service delivery optimization.

Posted 5/24/2026full-timeCentral • 🇭🇰 Hong KongMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Deliver high quality service to clients in line with Investment Management Agreements (IMAs) and Columbia Threadneedle Investments standards.
Act as first point of contact for client queries, requests, instructions, ensuring timely and accurate responses.
Partner closely with Sales and internal stakeholders to support client retention and overall relationship development.
Host client review meetings; support and participate in due diligence sessions, ensuring materials are accurate and well-coordinated.
Build trusted relationships with clients through clear communication of service standards, enhancements and changes.
Proactively identify opportunities to enhance client experience and improve service delivery.
Coordinate and support the onboarding of new Institutional and Intermediary clients across regions and time zones.
Facilitate communication across business areas involved in client take-on.
Coordinate documentation, including AML/KYC and legal agreements, in partnership with relevant teams.
Work with Operations and Reporting teams to ensure smooth operational setup and delivery of reporting requirements.
Support effective issue resolution and escalation when required.
Ensure timely delivery of routine client reporting and related deliverables.
Coordinate with internal teams to maintain quality, consistency and accuracy of reporting outputs.
Communicate relevant updates and notifications to clients, including fund updates, regulatory communications and periodic reporting.
Contribute to the ongoing enhancement of client service processes, with a focus on improving efficiency, consistency and client outcomes.
Support initiatives to streamline workflows and enhance scalability of service delivery.
Participate in projects relating to system enhancements, regulatory changes and process improvements.
Investigate and resolve client-related issues in a timely and accurate manner.

Requirements

What you’ll need

Significant working experience within global asset management, with exposure to Institutional and Intermediary client servicing in Asia Pacific.
Strong understanding of investment management, financial instruments, fund operations and reporting
Proven ability to manage multiple priorities and deliver to deadlines in a dynamic environment.
Excellent stakeholder management skills, with the ability to work effectively across teams, functions and geographies.
Strong problem-solving capabilities, particularly in relation to data, processes and client servicing.
Good organizational and workflow management skills.
Strong client relationship skills with a professional, responsive and solutions-oriented approach
Sound judgment and ability to make decisions in complex situations.
Effective communication skills, with the ability to present information clearly and accurately.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible working arrangements
Professional development
Equipment allowances

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment managementfinancial instrumentsfund operationsreportingAMLKYCclient onboardingservice deliveryissue resolutionworkflow management

Soft Skills

stakeholder managementproblem-solvingorganizational skillsclient relationship skillscommunication skillsdecision-makingtime managementcollaborationadaptabilityproactive approach