Operations & Client Services Coordinator

As an Operations & Client Services Coordinator at Treasure Well, you will play a vital role in ensuring operational efficiency and seamless client interactions. You will work closely with high-net-worth clients (HNWIs), institutional investors, and corporate partners, ensuring that their experience with Treasure Well meets the highest standards of professionalism, responsiveness, and efficiency.

This role requires exceptional organizational skills, attention to detail, and a proactive mindset to streamline internal operations, optimize client service workflows, and enhance overall business functionality. You will be the link between advisory teams, business development, and external stakeholders, ensuring that client interactions are smooth, data-driven, and aligned with the firm’s strategic goals.

If you have a strong background in client services, process improvement, and operational management, this is an exciting opportunity to work within a dynamic, international financial advisory environment.

Key Responsibilities

Client Relationship Management & Support

• Serve as the primary point of contact for HNWIs, corporate clients, and investment partners, ensuring timely and high-quality support.

• Manage client onboarding processes, ensuring compliance with KYC, AML, and regulatory standards.

• Develop and implement client service protocols, ensuring seamless engagement from inquiry to transaction completion.

• Handle sensitive financial and legal documents with discretion and efficiency.

Operations & Workflow Optimization

• Oversee and improve internal workflow processes, ensuring that operations are streamlined, efficient, and scalable.

• Support advisory teams, compliance officers, and investment strategists with document preparation, transaction processing, and administrative coordination.

• Monitor and enhance client management systems (CRM), reporting tools, and operational dashboards to ensure data accuracy and accessibility.

• Identify opportunities to improve operational efficiency, reduce response times, and enhance service delivery.

Compliance & Data Management

• Ensure client records and transactions adhere to data protection laws, financial regulations, and company policies.

• Manage regulatory reporting, client documentation, and internal compliance tracking.

• Work closely with legal and compliance teams to ensure full adherence to FATCA, CRS, and AML requirements.

Coordination Between Departments

• Act as the operational liaison between business development, finance, compliance, and advisory teams to enhance client engagement and service execution.

• Support internal teams with meeting coordination, project tracking, and business operations management.

• Prepare and distribute client briefings, market updates, and transaction summaries to advisory teams and stakeholders.

Service Excellence & Continuous Improvement

• Develop and implement client service best practices, ensuring that Treasure Well maintains a world-class client experience.

• Analyze client feedback and operational performance data to identify areas for improvement.

• Participate in internal training programs and industry networking events, staying updated on the latest trends in client services and financial operations.

Skills, Knowledge & Expertise

• 3-6 years of experience in client services, operations management, or business support within a financial, legal, or investment advisory firm.

• Strong experience in CRM management, workflow optimization, and client relationship coordination.

• Excellent understanding of KYC, AML, and regulatory compliance requirements.

• Proven ability to manage complex client interactions, financial documentation, and regulatory reporting.

• High attention to detail with strong organizational and process-driven thinking.

• Excellent communication, problem-solving, and multi-tasking skills in a fast-paced environment.

• Strong technical skills in CRM software, data reporting tools, and document management systems.

• Bachelor's degree in Finance, Business Administration, Operations Management, or related fields preferred.

Benefits

• Competitive Salary + Performance Bonuses

• Global Work Exposure – Work across 50+ jurisdictions on high-profile cases.

• Hybrid Working Model – Flexible work-from-home options available.

• Professional Development & Certification Support – Access to industry-leading training, workshops, and external certifications.

• International Career Mobility – Opportunity to work with teams in London, Dublin, Zurich, Dubai, and Hong Kong.

• Private Healthcare & Wellness Initiatives – Comprehensive health, dental, and mental wellness programs.

• Fast-Track Career Growth – Access leadership training, mentorship programs, and structured career progression opportunities.

• Networking & Thought Leadership – Engage in industry conferences, regulatory panels, and global compliance forums.

About Treasure Well

At Treasure Well, we specialize in providing strategic advisory services across wealth structuring, tax optimization, investment migration, and regulatory compliance. Our firm is built on a foundation of precision, foresight, and discretion, ensuring that our clients—high-net-worth individuals (HNWIs), family offices, global investors, and corporate entities—navigate complex international landscapes with confidence.

We understand that in an evolving global economy, financial structures, regulatory requirements, and wealth protection strategies must be carefully designed to withstand change. Our multidisciplinary expertise allows us to craft tailored solutions that address the legal, financial, and strategic needs of our clients, ensuring compliance while maximizing opportunities for sustainable growth.

With a presence in key financial jurisdictions worldwide, Treasure Well delivers a global perspective with local insight. Our team of experienced professionals, drawn from diverse backgrounds in finance, law, and international taxation, collaborates to offer a seamless, high-value service.

At the core of our approach is a commitment to:

• Bespoke Solutions – No two clients are the same, and our strategies reflect the uniqueness of their objectives.

• Regulatory Precision – We ensure that all structuring and advisory services meet global legal and compliance standards.

• Strategic Growth – Our focus extends beyond today’s challenges to help our clients prepare for long-term financial security.

At Treasure Well, we don’t just advise—we shape the future of wealth, mobility, and regulatory excellence.