Client Services Executive – Asset Management

An outstanding opportunity awaits for a Client Services Executive to join a globally recognised asset management organisation in Bangkok, Thailand. This role is perfect for those who thrive in a structured and supportive environment, where your commitment to delivering exceptional client experiences will be highly valued.

You will be part of an established investment management platform, working alongside knowledgeable professionals and gaining exposure to a wide range of investment products, operational processes, and regulatory requirements. The organisation is renowned for its dedication to high-quality investment solutions and its inclusive approach to evolving products, technology, and service capabilities. If you are looking to further your career within the asset management industry while enjoying flexible working opportunities and generous training support, this position offers the ideal platform for growth.

• Join a global asset management leader with a strong presence across Asia Pacific and international markets, offering broad exposure to multiple asset classes and investment solutions.
• Work within a collaborative team environment that values professional development, knowledge sharing, and supportive leadership, ensuring you have the resources needed to succeed.
• Enjoy the chance to build your expertise in client servicing, operations, compliance, and investor communications while contributing to initiatives that enhance service quality and client experience.

What you'll do:

As a Client Services Executive – Asset Management based in Bangkok, you will play an integral role in supporting clients across the Thai market. Your daily responsibilities will involve managing account openings and maintenance tasks with accuracy; processing transactions efficiently; reviewing documentation; supporting complex cases; collaborating with cross-functional teams; performing regulatory checks; preparing clear communications; coordinating investor events; conducting quality checks on data; maintaining up-to-date records; validating billing reports; organising priorities; meeting deadlines; sharing knowledge with colleagues; and contributing positively to the team environment. Success in this role requires you to be dependable, empathetic towards clients’ needs, attentive to detail in every task you undertake, responsive in communication channels, considerate when escalating issues or supporting audits, cooperative during cross-team projects, nurturing towards new team members by sharing process knowledge, polite in all written correspondence with investors or stakeholders, responsible for following through on tasks from start to finish, enthusiastic about improving operational processes for greater efficiency—and above all committed to delivering an exceptional client experience every day.

• Manage assigned client service activities such as account opening, account maintenance, transaction processing, and handling day-to-day client requests with precision and care.
• Review and process client documentation, account amendments, and transactions accurately while adhering to agreed timelines and maintaining high standards of quality.
• Support more complex or sensitive client cases under the guidance of senior team members by applying your attention to detail and collaborative approach.
• Deliver a professional, responsive, and customer-focused service experience that consistently exceeds expectations across all interactions.
• Work closely with internal teams including Operations, Compliance, Marketing, and Product to ensure seamless execution of client service activities through effective communication and teamwork.
• Escalate issues appropriately when necessary and provide accurate information to support timely resolution of client queries or concerns.
• Contribute actively to initiatives designed to improve service quality, client experience, and operational efficiency by sharing your insights and participating in communal projects.
• Perform KYC (Know Your Customer) and AML (Anti-Money Laundering) checks in accordance with established procedures while identifying higher-risk cases for escalation.
• Ensure all client service activities comply with internal controls, regulatory requirements, and documentation standards by maintaining meticulous records.
• Prepare and support client communications including dividend notices, voting announcements, account updates, and other service-related communications with professionalism.

What you bring:

To excel as a Client Services Executive – Asset Management in Bangkok you will bring proven experience from financial services roles where attention to detail was paramount. Your background may include positions in operations or fund administration where handling sensitive documentation was routine. You possess strong interpersonal skills that allow you to connect empathetically with clients while communicating clearly across departments. Your understanding of regulatory requirements means you can conduct KYC/AML checks thoroughly. You are dependable when managing multiple priorities—organising tasks efficiently so deadlines are met without sacrificing accuracy. Your enthusiasm for learning new processes makes you adaptable during audits or reviews. You are nurturing towards colleagues by sharing procedural knowledge generously. Your polite manner ensures all written communications are professional whether preparing investor notices or responding to queries. Above all your commitment shines through every aspect of your work: from maintaining up-to-date records through supporting investor events—your contributions help create a warm collaborative atmosphere where everyone feels supported.

• A Bachelor’s degree in Business, Finance, Economics or a related discipline provides you with foundational knowledge essential for success in this role.
• 3–5 years of experience within client services, operations, fund administration, securities banking or asset management ensures you bring practical understanding of financial services environments.
• Experience handling client documentation such as account maintenance forms or transaction records demonstrates your ability to manage sensitive information responsibly.
• A relevant IC Complex licence as required by the Securities and Exchange Commission of Thailand—or willingness to obtain it within an agreed timeframe—shows your commitment to regulatory compliance.
• Basic to intermediate understanding of financial products (such as mutual funds or equities) along with familiarity with KYC/AML requirements enables you to perform regulatory checks confidently.
• Strong attention to detail coupled with high levels of accuracy allows you to maintain impeccable records and deliver error-free work.
• Good organisational skills help you manage multiple priorities effectively while consistently meeting deadlines without compromising quality.
• Clear professional communication skills enable you to interact politely with clients as well as collaborate smoothly across internal teams.
• A proactive attitude combined with responsibility ensures you take ownership of tasks from initiation through completion while supporting colleagues as needed.
• A collaborative approach fosters positive relationships within the team environment where knowledge sharing is encouraged.

What sets this company apart:

This organisation stands out as one of the most respected global asset management platforms operating across Asia Pacific and international markets. With decades-long presence in Thailand they offer employees access to experienced investment professionals who share their expertise generously through ongoing training opportunities. The company is committed not only to delivering high-quality investment solutions but also fostering an inclusive workplace culture where collaboration is celebrated. Employees benefit from supportive leadership that encourages personal growth alongside communal achievement—ensuring everyone feels connected within the networked team structure. Flexible working opportunities are available so staff can balance professional commitments with personal wellbeing. Generous pension contributions reward loyalty over time while regular knowledge-sharing sessions keep everyone informed about evolving products technology trends or regulatory changes. The business continues investing in its people by providing resources needed for success—from advanced systems through comprehensive onboarding programmes—making it an ideal place for those seeking both stability and opportunity within asset management.

What's next:

If you are ready to take the next step in your asset management career within a supportive global organisation then this is your moment—apply now!

Apply today by clicking on the link provided.

Due to the high volume of applications, our team will only be in touch if your application is shortlisted.

Robert Walters Recruitment (Thailand) Limited
Recruitment License No.: น. 1188 / 2551