We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS?
About the Role
As a Client Associate, Fund Management, you will serve as a key point of contact for clients, providing operational support and managing service-related inquiries across fund administration and transfer agency activities. You will build trusted client relationships, resolve complex issues, and coordinate with internal teams to ensure service excellence. Success in this role is measured through client satisfaction, operational accuracy, timely issue resolution, and effective stakeholder management. You will contribute to continuous process improvements while maintaining compliance with regulatory and operational standards.
What You Will Be Doing
- Act as the primary client contact for operational inquiries, service requests, and issue resolution.
- Manage client relationships and deliver a high standard of service across transfer agency and fund servicing activities.
- Coordinate with internal teams to resolve client issues within agreed service levels.
- Monitor operational activities to ensure accuracy, data integrity, and compliance with established procedures.
- Analyze client concerns, identify root causes, and drive timely corrective actions.
- Support onboarding, transitions, and implementation activities for new and existing clients.
- Prepare and deliver client reporting, service reviews, and operational updates.
- Maintain accurate documentation of client interactions, requests, and resolutions.
- Identify process improvement opportunities that enhance efficiency, controls, and client experience.
- Support audits, risk reviews, and regulatory requirements related to fund administration and transfer agency operations.
What you will need
- Bachelor’s degree or Diploma
- Minimum 2 years of experience in Transfer Agency, Fund Management, Fund Administration, Asset Management or related financial services operations.
- Effectively Bilingual in Cantonese and Business English
- Demonstrated experience managing client relationships and resolving complex operational issues.
- Strong understanding of investment funds, shareholder servicing, subscription and redemption processes, and fund operational workflows.
- Knowledge of operational controls, risk management practices, and regulatory requirements within the funds industry.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent verbal and written communication skills with the ability to engage diverse stakeholders.
- Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment.
- Experience supporting institutional, asset management or investment fund clients is preferred.
- Knowledge of transfer agency platforms, fund accounting systems, or client servicing technologies is preferred.
- Experience leading service improvement initiatives or operational change projects is preferred.
- Understanding of AML, KYC, investor servicing, and fund compliance processes is preferred.
- Advanced proficiency in data analysis, reporting, and Microsoft Office applications is good to have.
What We Offer you
At FIS, we are as committed to growing our employees’ careers as our own business. We offer:
- Opportunities to innovate in fintech
- Inclusive and diverse team atmosphere
- Professional and personal development
- Resources to contribute to your community
- Competitive salary and benefit
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Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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