Bilingual Japanese Bilingual Supervisor- Account Management & Fee Management – Financial Services

Position Summary

Oversee client account management operations, including account opening, maintenance, and closing, risk and BSA/AML compliance, and fee management support, including invoice preparation and fee receivables.

Key Responsibilities

• Supervise client account opening, maintenance, closing, and database management.
  

• Oversee client records, document safekeeping, and idle cash processing.
  

• Manage daily client inquiries and ensure timely, high-quality service.
  

• Implement risk management, self-assessment, and BSA/AML compliance procedures.
  

• Coordinate key operational matters with internal and external stakeholders.
  

• Support client invoicing, fee receivable estimates and reconciliations, and fee schedule updates.
  

• Lead and train team members to ensure accuracy, efficiency, and continuous service improvement.
  

• Perform additional duties as assigned by management.
  

Requirements

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or a related field preferred.
  

• 5–7 years of relevant experience in financial services operations, preferably in global custody, securities services, or institutional client onboarding.
  

• Proven experience managing a team or leading operational functions.
  

• Strong Japanese and English communication skills, both written and verbal.
  

• Proficiency in MS Word, Excel, and PowerPoint; data mapping knowledge is a plus.
  

• Basic understanding of cash and securities settlement processes preferred.
  

• Strong communication, negotiation, and stakeholder management skills.
  

• Ability to collaborate with technology teams and translate business requirements into technical solutions.
  

Benefits

• Hybrid work model, with in-office and remote work options where business needs permit.
  

• Comprehensive benefits, including medical, dental, vision, HSA/FSA, 401(k), profit sharing, paid time off, disability and life insurance, and tuition assistance.
  

• Professional development, wellness programs, team-building activities, and paid volunteer opportunities.
  

• Diverse and inclusive workplace with opportunities to collaborate across a global organization.