Client Services Manager - Investment Bank

The role sits within a front-to-middle office environment, focusing on client onboarding, stakeholder coordination, and revenue tracking. This position offers exposure to a highly respected international network within capital markets, with involvement across the full client lifecycle activities.

Key responsibilities:

• Manage end-to-end onboarding of institutional and professional investors onto the platform, ensuring accuracy and compliance throughout the process
• Partner with sales and trading teams to support full client lifecycle activities and resolve onboarding-related queries efficiently
• Act as the primary liaison between clients and internal stakeholders, including compliance, legal, and risk functions
• Track and maintain revenue-related data such as commissions, P&L attribution, and sales credit allocation with high accuracy
• Support commission processing activities, including client rebates, fee arrangements, and revenue-sharing structures
• Monitor onboarding progress to ensure timely completion in accordance with internal standards and regulatory requirements
• Identify process inefficiencies and contribute to initiatives that enhance workflow and overall operational efficiency
• Coordinate across multiple internal and external stakeholders to ensure smooth execution of all client-related activities

Candidate profile:

• Minimum 3+ years of experience in client onboarding, client services, or middle office roles within financial services
• Prior exposure to capital markets, securities brokerage, or investment banking environments is highly preferred
• Strong understanding of institutional client onboarding processes and effective stakeholder coordination
• Excellent communication skills with the ability to manage relationships across both internal teams and external clients
• Detail-oriented with strong analytical thinking and proven problem-solving abilities
• Capable of balancing client-facing responsibilities with operational and administrative tasks
• Proactive and improvement-driven mindset with a focus on enhancing processes and operational efficiency
• Fluency in English required; proficiency in Cantonese and Mandarin is strongly preferred

About the company:

Global financial services institution operating in capital markets and investment banking, providing institutional trading and brokerage solutions, with a strong focus on client service, market expertise, and operational excellence.

Keywords: onboarding, institutional, brokerage, compliance, settlements, reconciliation, operations

What's next:

If you are ready to take your career forward in an engaging role that values your expertise in client services within investment banking, apply now!