1,000+ matching jobs for “Client Manager”

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Morgan Stanley

Asia Wealth Management, Client Service Manager, Hong Kong

Hong Kong, Hong Kong

Client Service Manager (CSM) works closely with the Investment Representatives (IR) to manage client relationship …

Added Nov 3, 2026

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State Street

Client Reporting, Senior Manager - State Street Investment Management

Bengaluru, India

Full time

Lead end-to-end Client Reporting production and delivery across scheduled and ad-hoc reporting cycles, ensuring accuracy, …

Added Oct 27, 2026

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Morgan Stanley

IED Sr Product Manager – Client Intelligence Systems & Analytics

New York City, New York, United States

Pay posted by employer$200,000–$300,000 per year

… quality, and controls. Scope & Impact Accountable for the strategic ownership and delivery of CRM, client intelligence and analytics platforms supporting Institutional Equities, with direct impact on client …

Added Nov 3, 2026

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Expedia Group

Senior Client Success Manager - Lodging - FTC, Mat Cover

London, England, United Kingdom

Full time

… advertising solutions. For more information, visit advertising.expedia.com. Role summary The EGA Client Success team's primary responsibility is leading the creative production and implementation of media …

Added Oct 27, 2026

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Capital One Financial

Sr. Manager, Client Development - Card Partnerships Field Marketing

Chicago, Illinois, United States

… Preferred Qualifications : 3+ years of experience in a sales leadership role 6+ years of experience in client service or customer service At this time, Capital One will not sponsor a new applicant for employment …

Added Oct 28, 2026

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Visa

Sr. Client Care Consultant

Bogotá, Bogota D.C., Colombia

Hybrid

Role Summary: Senior Client Care Consultant (Hybrid Production & Shift Operations Lead): The Sr. Client Care Consultant supports Visa …

Added Oct 27, 2026

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Truist Financial

Commercial Client Specialist I

Charlotte, North Carolina, United States

… to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from …

Added Nov 3, 2026

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Truist Financial

Commercial Client Specialist I

Washington, District of Columbia, United States

Pay posted by employer$63,670–$117,400 per year

Added Nov 6, 2026

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Citigroup

Client Onboard Analyst 1

Pune Maharashtra India

The Client Onboard Analyst 1 is an individual contributor role and will be focused on providing support to …

Added Nov 3, 2026

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Raymond James Financial

Client Services Representative, Servicing

Pittsburgh, Pennsylvania, United States

Permanent

Summary The Client Services Representative – Servicing supports all client requests originating within the Private Bank …

Added Nov 3, 2026

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Global Payments

Client Success Manger China

Shanghai, Shanghai, China

Ready to take your career global? Make your mark at one of the biggest names in payments. We’re looking for a Client Success Manager to join our ever-evolving Enterprise Operations team and help us unleash the potential of …

Added Nov 3, 2026

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Visa

Sr. Consultant, Client Success

Toronto, Ontario, Canada

Hybrid

The Sr. Consultant, Client Success is an individual contributor responsible for owning the holistic post-sale Client Services …

Added Oct 27, 2026

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Visa

Senior Consultant, Client Success

London, England, United Kingdom

Hybrid

The Sr. Consultant, Client Success Manager is an individual contributor responsible for owning the overall post-sale Client Services …

Added Oct 27, 2026

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Ameriprise Financial

Registered Client Service Associate

Wilmington, Delaware, United States

In person
Full time
Advisor Employee

… Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio …

Added Nov 3, 2026

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TIAA

WM Client Relationship Consultant

Charlotte, North Carolina, United States

Hybrid

and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting …

Added Oct 27, 2026

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State Street

Client Manager, AVP Investment Trading Software - Charles River Development

Sacramento, California, United States

Full time

Pay posted by employer$90,000–$157,500

Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch …

Added Oct 27, 2026

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BlackRock

Associate, Client Success Specialist

Singapore, Singapore

Full time
Regular

Role Description The Insight Client Success Team is seeking a Technical Account Manager with a strong financial background to work closely with …

Added Oct 27, 2026

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U.S. Bancorp

Credit Portfolio Manager - Energy Industries - Institutional Client Group

Denver, Colorado, United States +2 locations

Pay posted by employer$139,230–$163,800

… to join our high performing Portfolio Management team dedicated to Energy Lending. As a Portfolio Manager, you will partner with Relationship Managers to successfully manage a portfolio of Institutional Client …

Added Nov 3, 2026

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Ameriprise Financial

Registered Client Service Associate

Providence, Rhode Island, United States

Hybrid
Full time
Advisor Employee

Added Nov 3, 2026

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Ameriprise Financial

Registered Client Service Associate

Scottsdale, Arizona, United States

In person
Full time
Advisor Employee

Added Nov 3, 2026

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Morgan Stanley

Asia Wealth Management, Client Service Manager, Hong Kong

Hong Kong, Hong Kong

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About this opportunity

Original employer description

About the Firm

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

About the division

Building on over 30 years of delivering first-class business in a first-class way, Morgan Stanley helps Asia wealth management clients succeed by delivering the Firm’s global reach, product leadership and investment expertise. To reinforce our commitment to the region, we have established Morgan Stanley Bank Asia Limited, a licensed bank in Hong Kong and a wholesale bank in Singapore, to conduct private wealth management business in Asia.

About the Role

Client Service Manager (CSM) works closely with the Investment Representatives (IR) to manage client relationship and deliver a wide range of private wealth management services to Ultra High Net Worth clients.

Key Responsibilities

Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients
Conduct pre-trade checks on product suitability and make relevant disclosures to clients
Follow up order executions and handle trade booking and settlement
Monitor accounts’ margin usage and manage margin calls
Handle clients’ inward and outward asset transfer requests
Answer client enquiries and address client feedbacks
Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening
Conduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standards
Handle ad hoc requests such as contact change, portfolio statement request, research report request and Matrix online registration
Provide administrative support to IRs on client meeting and business trip arrangement and expense reimbursement.
Participate in initiatives to streamline workflows

Qualifications, Skills & Requirements

University graduate in Finance or related disciplines
Relevant client service experience in wealth management or private banking industry
Good knowledge of wealth management and private banking investment products and operations
Certified Private Wealth Professional (CPWP) designation is preferred.
Flexible, detail-oriented and meticulous
Ability to multi-task and work efficiently in a fast-paced environment
Excellent communication and client service skills
Proficiency in both spoken and written English, Cantonese and Mandarin

Please note that this role/position falls within the scope of the Hong Kong Mandatory Reference Checking Scheme whereby applicants will be required to undergo reference checks from your previous and /or current employers (Authorized Institutions) covering the past seven years. For more information, please see “link” (or) a copy of FAQs for In-Scope Individuals is available upon request.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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