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About the Role

Support the APAC Client Services team in delivering a seamless, end-to-end global experience to APAC Institutional and Intermediary clients. Assist in all client service-related activities from client on-boarding to routine business maintenance, documentation, reports, and resolving client queries and operations issues. This role requires a self-starter, motivated team player who is well-organized, detail-oriented, and proactive in helping the APAC Client Services Team operate more efficiently and effectively.

Responsibilities

Provide client service to the distribution business in Japan.
Ensure client service delivery timelines are adhered to.
Acknowledge client queries/requests promptly and take full ownership of task resolution.
Investigate and resolve client requests/issues independently or with stakeholders.
Identify potential roadblocks and escalate issues to senior management as appropriate.
Arrange and participate in performance review meetings with internal portfolio managers and external clients.
Ensure meeting materials are prepared accurately and delivered in advance.
Provide timely updates to the business as appropriate.
Provide client service support to other APAC businesses as needed.
Communicate regularly with internal overseas colleagues (US and EMEA) and external clients regarding client take-on.
Coordinate the negotiation and completion of legal agreements/application forms.
Coordinate all relevant documentation, including AML/KYC.
Progress operational set up with the Operations team.
Establish reporting requirements and coordinate delivery with the Reporting team.
Obtain sign-off from relevant business areas.
Manage deadlines and work towards standardization of reports.
Assist with non-standard client reporting as required.
Facilitate compliance sign-off of portfolio review/report decks.
Communicate important notifications to fund investors.
Proactively engage within the Client Services team and provide support where necessary.
Provide regular updates on broader Client Services activities.
Ensure client records and data are updated and documented in the shared drive.
Coordinate Client Service-related projects, including testing, as assigned.
Manage ad-hoc issues/risk events that have client impact.

Requirements

At least 3 years of relevant experience in a similar position, preferably in asset management or an operations function within financial institutions.
Demonstrates an appropriate level of understanding of fund management, financial instruments, administration processes, performance analyses, and reporting.
Proficient in Microsoft Office applications, Bloomberg Professional, and SalesForce.
Able to work under pressure to deliver expected outcomes within short deadlines.
Good listening, communication, and interpersonal skills for dealing with stakeholders and clients.
Ability to work across businesses and geographies to achieve effective outcomes.
Good self-organizational and time management skills.
Self-starter with the ability to take a roll-the-sleeves-up approach to the role.
Demonstrates strong enthusiasm for work and a proactive approach to responsibilities.
Shows a humble, continuous learning mindset and willingness to grow.
Values teamwork and collaborates effectively with colleagues.
Displays creativity and persistence in solving problems, with a willingness to make sustained efforts.
Excellent numerical and written skills are essential.
Japanese (Native) and Fluent in English (spoken and written).

Skills

Microsoft Office applications
Bloomberg Professional
SalesForce
Client Service
Client Take-on
Client Reporting
Communication
Interpersonal skills
Organizational skills
Time management
Problem-solving
Numerical skills
Written skills
Japanese (Native)
English (Fluent)

Location

APAC

Work Type

In-Office Collaboration (at least 4 days per week)
Work from home (1 day per week)
Full-time
Permanent

Experience Level

At least 3 years relevant experience

Education Level

Local license (dealing in securities)
Investment Management Certificate (or equivalent)

About the Company

Columbia Threadneedle Investments is a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients.
We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
We foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Equal Opportunity

Columbia Threadneedle Investments is an equal opportunity employer.
We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.
If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.