About this role
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of September 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
Based in Hong Kong, the Senior Specialist, Client Services will support institutional and intermediary clients across APAC ex Japan, with a particular focus on Greater China.
You will manage client servicing across the full lifecycle, from onboarding and account setup through ongoing servicing and offboarding. The role requires hands-on client support in English and Chinese and close coordination with Sales, investment firms and specialist teams across the region.
In this role, you’ll make an impact in the following ways:
- Manage client onboarding, account opening, account changes and offboarding, coordinating documentation, timelines and internal stakeholders.
- Support KYC/AML reviews and coordinate legal, compliance, tax and operational requirements with relevant teams.
- Coordinate fund, share-class, platform and static-data setup and ensure effective transition into ongoing servicing.
- Act as a day-to-day contact for client enquiries and service requests, providing timely support in English and Chinese.
- Coordinate subscription, redemption, cash-flow and other operational enquiries with internal teams and service providers.
- Support delivery of client reporting, statements and bilingual materials, as well as RFPs, RFIs, due diligence questionnaires and client reviews.
- Track client issues and complaints through to resolution, escalating service delays, operational exceptions and risks where appropriate.
- Work across APAC ex Japan to provide consistent client service, effective handovers and coverage across markets and time zones.
- Maintain accurate client, account and CRM records, including appropriate documentation of communications, instructions and approvals.
- Identify recurring servicing issues and opportunities to improve processes, workflows and management information, including the use of approved automation and digital tools.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in Business, Finance or a related discipline, or equivalent relevant experience.
- At least five years of relevant experience in asset management or financial services, including hands-on servicing of institutional and/or intermediary clients.
- Experience in client onboarding, KYC/AML coordination, fund operations and ongoing account servicing.
- Working knowledge of investment products and fund structures. Experience with traditional and alternative investments is an advantage.
- Fluent written and spoken English and Chinese, including Mandarin and Cantonese, with the ability to communicate operational matters clearly to clients and internal stakeholders.
- Strong judgement and attention to detail, with the ability to manage competing deadlines and resolve issues independently within established controls.
- Strong relationship management and coordination skills across functions, markets and time zones.
- Proficiency in Excel, Word and PowerPoint. Experience with Salesforce or a similar CRM system is preferred.
- Experience with process improvement or automation is an advantage.