Client Service Associate, Asset Management

3 weeks ago


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 on-boarding 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 long-term 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 senior-level role.
- Diligent and comfortable working in an extremely fast-paced environment.
- Client-focused, good interpersonal skills and a team player.
- Excellent written and verbal communication skills.
- Possesses the ability to multi-task, prioritize, and manage time effectively.
- Fresh graduates are encouraged to apply.



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