Client Service Manager

5 months ago


Kuala Lumpur, Malaysia AS White Global Pty Ltd Full time

**THE OPPORTUNITY**

Our partner, an Australian financial boutique that serves as the home team for wholesale investors and corporate clients, is looking to expand their team and hire for Client Service Manager Their client portfolio includes clients include high-net-worth individuals, charities, not-for-profits, foundations, trusts, family offices, superannuation funds, and institutions across the world, providing a more personal and modern alternative to big banks, brokerages, and Investment firms.

As the Client Service Manager, you will play a crucial role in ensuring the accuracy and timeliness of our client experience, back office, databases, and feeds. Your keen eye for detail and strong understanding of financial concepts will be essential in maintaining the highest standards of quality for our clients.

**KEY RESPONSIBILITIES**
- Onboarding client accounts, statement of advice formatting, posting and preparation, advice implementation, and managing client data
- You will be responsible for checking and monitoring assets transfers, placing buys and sells on investment funds, managing withdrawals and contributions
- Communicate effectively and timely with Advisers, Partners, Client Services team members, and Corporate staff
- Ensure all client-related tasks are completed in accordance with regulation standards
- Liaise with financial institutions to ensure clients’ needs are met
- Establish and maintain data feeds, client cost-base data, and account amendments

**SKILLS, EXPERIENCE & QUALIFICATION**
- Bachelor’s degree in a related field
- At least 4 years of client services experience within the Financial Planning or Wealth management industry
- Experience from Australian banks or financial institutions in the same capacity
- Client implementation experience
- Experience working on Investment Platforms
- Excellent client and stakeholder relationship skills
- A genuine team player with the ability to empower other people to learn and develop
- A professional with the desire to build their own team and exceptional client experience

**ASW OFFERS**
- A diverse, inclusive, and supportive company culture.
- Competitive remuneration.
- Opportunity to collaborate and work with global clients and stakeholders.
- Medical benefits.
- Great Paid Leave entitlements.
- Team outings, travel opportunities, company parties/events, and other exciting activities.
- Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia.
- Industry and role-related training.
- Ongoing career opportunities.

LI-JM1



  • Kuala Lumpur, Malaysia Ssquad Global Full time

    Develop and maintain strong relationships with clients, understanding their business objectives and aligning our services to meet those needs. - Conduct regular client meetings to review service performance and identify opportunities for improvement. - Oversee the management of key accounts, ensuring client retention and satisfaction. - Develop account plans...

  • Client Service Manager

    5 months ago


    Kuala Lumpur, Malaysia TMF Group Full time

    **Job no**: 571957 **Work type**: Full time **Location**: Kuala Lumpur, Malaysia, Malaysia **Categories**: Information Technology **Office Location**: Kuala Lumpur **About TMF Group** TMF Group is a leading global provider of high-value business services to clients operating and investing globally. We focus on providing specialized and...


  • Kuala Lumpur, Malaysia Maple Tree Media Sdn Bhd Full time

    As owners of the largest online beauty media and marketplace in Singapore and Malaysia and Philippines, our client relationships are our top priority. Beauty Insider is seeking a dynamic and experienced Client Servicing Manager to join our team. As a Client Servicing Manager, you will play a pivotal role in building and maintaining strong relationships with...


  • Kuala Lumpur, Malaysia HSBC Full time

    -Job description Business: GC HK Client Services Open positions: 1 Role Title: Manager Client Services Global Career Band: 6 Location (Country / City ): Malaysia / Kuala Lumpur Recruiter Name : Nana Nasrudin Why join us? The Opportunity: - To investigate and respond to enquiries from various parties including Clients, Fund Services CS, Sub - Custodian,...


  • Kuala Lumpur, Malaysia HSBC Full time

    -Job description **Business**:GC HK Client Services **Open positions**:1** **Role Title**:Manager Client Services** **Global Career Band: 6** **Location **_(Country / City )_**:Malaysia / Kuala Lumpur** **Recruiter Name**:Nana Nasrudin** **Why join us?** **The Opportunity**: - To investigate and respond to enquiries from various parties including...

  • Client Service Manager

    5 months ago


    Kuala Lumpur, Malaysia HSBC Full time

    -Job description **Why join us?** Client Services is the first point of contact of Global Custody clients for their day to day concerns. This is the place where your expertise in various functions of Global Custody is essential and will continue to be developed. Likewise, capabilities such as critical thinking, networking, stakeholder management and client...

  • Client Service Manager

    4 months ago


    Kuala Lumpur, Malaysia AS White Global Pty Ltd Full time

    **The Opportunity** Our client, one of the top 3 ranked Australia’s Best Workplaces of 2021 is looking for a **Client Service Manager** to join their elite team in KL, Malaysia. As a Client Service Manager, your core function is to work hand in hand with the brokers in ensuring top-tier clients experience from lead to post-settlement. **Key...


  • Kuala Lumpur, Malaysia Pos Ad Sdn Bhd Full time

    **Responsibilities**: - Responsible in building and maintaining client relationships by developing strong relationships with clients by understanding their businesses, products, and goals. - Regularly communicate with clients to assess their marketing needs and provide effective solutions. - Proactively identifying potential sales opportunities within the...


  • Kuala Lumpur, Malaysia Jak Consultancy Full time

    Business Development - Client Services **Business Development & Client Services Manager** **Commercial Workplace Interiors** **6,000MYR - 12,000MYR per month, depending on experience** **Kuala Lumpur, Malaysia** Join the vibrant Marketing Team of a well respected international Interior Design firm as a dynamic, outgoing, and positive individual with a keen...


  • Kuala Lumpur, Malaysia ReMark Full time

    **Come join us, and shape the future of the insurance industry!**: ReMark is a global insurance consultancy helping insurers worldwide grow sustainably. Part of the SCOR Group, we specialise in data intelligence, marketing and technology solutions. Since 1984, we’ve reached over 1 billion people, ran over 12,000 campaigns and underwrite over 1 million...

  • Client Servicing

    5 months ago


    Kuala Lumpur, Malaysia Elitez Pte Ltd Full time

    **Company: Advertising Agency** **Location: Petaling Jaya** **Responsibilities: - ** - Serve as the main liaison between the design team and clients, building and maintaining strong client relationships. - Gather project requirements from clients and effectively communicate them to the design team. - Collaborate with clients to understand their design...

  • Client Service Officer

    5 months ago


    Kuala Lumpur, Malaysia Recruit Express Service Sdn bhd Full time

    **Responsibilities**: 1. Answering calls from the Branches, Agents and Customers regarding Unit Trusts. 2. Provide customer service to customer and agents who walk in at the counter. 3. Follow up for incomplete transactions submitted by branches, agents and customers. 4. Handling written enquiries related to agent and customer. 5. Continuously suggest...


  • Kuala Lumpur, Malaysia Maple Tree Media Sdn Bhd Full time

    Serve as the main point of contact for assigned clients, understanding their business goals and requirements. Build and nurture strong, long-lasting client relationships through effective communication and exceptional service. Act as a liaison between clients and internal teams, ensuring clear communication of client needs, expectations, and project...


  • Kuala Lumpur, Malaysia Maple Tree Media Sdn Bhd Full time

    Serve as the main point of contact for assigned clients, understanding their business goals and requirements. Build and nurture strong, long-lasting client relationships through effective communication and exceptional service. Act as a liaison between clients and internal teams, ensuring clear communication of client needs, expectations, and project...

  • Client Advisor

    5 months ago


    Kuala Lumpur, Malaysia Recruit Express Service Sdn bhd Full time

    Key Accountabilities Sales & Client Service - Maintain and grow the clientele base by active engagement and excellent client service by active client engagement and regular communication - Play an active role as Brand Ambassador by inculcating the brand vision to instill consumer brand loyalty - Proactive achievement of monthly sales objectives - Follow-up...


  • Kuala Lumpur, Malaysia SMX GLOBAL SDN BHD Full time

    **Job Summary**: To be good at client servicing, not only must we be good at customer service, but we also need to be an expert in GWP as well as understand fully about the client’s brand as well. To be an effective Client Services (CS), this means we have to manage our customers both internally and externally. - External Responsibility - Internal...


  • Kuala Lumpur, Malaysia Axi Full time

    Client Service Specialist Who we are. Axi is a leading global provider of margin and deliverable Foreign Exchange, Contracts for Difference (CFDs), and Financial Spread betting. Our business has evolved into a world-class, multifaceted brokerage with offices in six regions. With heavy investment in the latest trading technology, Axi seeks to offer the most...

  • Client Service Manager

    5 months ago


    Kuala Lumpur, Malaysia AS White Global Pty Ltd Full time

    **THE OPPORTUNITY** Our partner, an Australian financial boutique that serves as the home team for wholesale investors and corporate clients, is looking to expand their team and hire for **Client Service Manage**r! Their client portfolio includes clients include high-net-worth individuals, charities, not-for-profits, foundations, trusts, family offices,...


  • Kuala Lumpur, Malaysia FirstWorks Group Sdn. Bhd. Full time

    Manage all aspects of the client business providing superior customer service while maximizing business opportunities - Be the primary liaison between client and creative team - Mentor the brand executive to lead the designated client accounts - Works within a team that consists of a copy writer, community manager and designers. - Capable of managing the...


  • Kuala Lumpur, Malaysia CONTENT NATION Full time

    **What’s in it for you?** Work from anywhere you want (We’re 100% remote agency) Join a global team Your weekends are yours (We have a strict no working on weekends policy) We don’t count leave days, you take what you need Performance bonuses Be part of the company's growth **Responsibilities Include** Primary point of contact for clients,...