Client Service Associate, Asset Management

Client Service Associate, Asset ManagementCapital Dynamics Asset Management Sdn Bhd 4.3 13 reviews · View all jobs
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;
Assist in building up new processes and suggesting enhancements.
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.
Candidates with knowledge and experience in dealing with unit trusts and FIMM-registered unit trust scheme consultants would have an advantage.
Fresh graduates are encouraged to apply.
For more information about Capital Dynamics, please visit our corporate website.#J-18808-Ljbffr