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Client Service Associate, Asset Management

Job Details

Job Type:
Job Vacancy
Posted On:
2024-01-08 07:53:27 (10 months ago)
Location(s):
Kuala Lumpur, Pasar Seni
Expected Salary:
4000 - 5000
Closing Date:
2024-12-31

Job Details

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.
- 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.

Contact:

Submit your CV to: careers@icapital.biz

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