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Client Service Associate, Asset Management

3 months ago


Kuala Lumpur, Kuala Lumpur, Malaysia Capital Dynamics Full time
Operating since 1997 as a licensed fund manager, Capital Dynamics is expanding into unit trust management business in Malaysia. We seek Client Services Associates to support our fast-growing base of investors.
Based in Kuala Lumpur, your roles and responsibilities will include:

  • Resolve constant flow of clients' enquiries and feedback in a timely, professional and efficient manner;
  • Assist with onboarding of investors and KYC review;
  • Liase with the fund administration team and other internal departments to ensure proper procedures and documentation on matters related to clients' transactions;
  • Establish rapport and longterm relationships with clients;
  • Set up and maintaining investor records in CRM; and
  • Assist in building up new processes and suggesting enhancements.

; Requirements:

Requirements: Degree holder from a reputable university. At least 2 years of experience in client relationship management and/or sales support operations in financial services industry. Experienced hire can be considered for more seniorlevel role. Diligent and comfortable working in an extremely fastpaced environment. Clientfocused, good interpersonal skills and a team player. Excellent written and verbal communication skills. Possesses the ability to multitask, prioritize, and manage time effectively. Fresh graduates are encouraged to apply.