Client Operations Officer, Transfer Agency PERES (12 months contract) M/F

Crédit Agricole; Putrajaya; On-site; MYR 100,000 - 150,000; Full time

Job summary

A global financial services provider is looking for a Client Operations Officer for a 12-month contract in Putrajaya, Malaysia. In this role, you will ensure accurate execution of financial operations and maintain effective communication with clients and internal teams. The ideal candidate has a Bachelor's Degree in Finance or related fields with 0-2 years of experience in Shareholder or Transfer Agency Services. Strong communication skills and the ability to work under pressure are essential for success in this dynamic environment.

Qualifications

• Minimal education level: Bachelor Degree / BSc Degree or equivalent.
• Experience in Shareholder Services and/or Transfer Agency Services with a focus on fund structure (preferred).
• Level of minimal experience: 0-2 years.

Responsibilities

• Execute day-to-day processes for Private Capital Services.
• Respond to queries and maintain relationships with other teams.
• Document activities and controls to support governance.

Skills

Strong written and verbal communication skills

Attention to detail

Organizational skills

Good interpersonal skills

Ability to work independently

Ability to prioritize workloads

Ability to work under pressure

Education

Bachelor's Degree in Accounting, Finance, Business Administration or related field

Tools

VBA

Python

Job description

Client Operations Officer, Transfer Agency PERES (12 months contract) M/F

Client Operations Officer, Transfer Agency PERES (12 months contract) M/F

Contract type

Fixed-Term Contract

Term (in months)

12 months

02/03/2026

No

Job summary

What is the opportunity?

CACEIS Malaysia has been a cornerstone of asset servicing since 2008, evolving into a trusted hub of operational excellence within the global CACEIS network. Strategically located in IOI City, Putrajaya, the company employs over 1,200 skilled professionals, providing a broad spectrum of services to institutional clients across Europe. These services include Custody & Cash Clearing, Fund Administration, Fund Distribution, Master Data Services, Market Solutions, Group Invoicing, Reconciliations and Private Equity & Real Estate Solutions. As a centre of excellence, CACEIS Malaysia plays a pivotal role in driving the scalability of global operations, enhancing service quality, and implementing standardized processes to meet the diverse needs of its clients. The dedicated team in Malaysia is committed to delivering reliable, high-quality solutions that empower clients to thrive in a dynamic and competitive financial landscape.

Working hours: 9.00AM to 6.00PM

Region: Luxembourg

What will you do?

Production

• Accurate and timely execution of agreed day to day processes supporting the capital call / subscription, distribution/redemption, transfer, and conversion functions across a range of Private Capital Services structures
• Ensure tolerance checks are complete and any outstanding items are investigated and cleared
• Perform quality checks or second level validation on output from the team
• Conduct training to Intern
• Perform additional ad-hoc task allocated by Supervisor/Manager

Queries

• Respond to all queries and incoming emails in a timely and effective manner
• Develop and maintain good working relationships with other teams within CACEIS Investor Services
• Support the success of the larger team and ensure ongoing productivity by providing back-up relief for staff who are absent or on leave

Policy and Procedure Review

• Ensure activities and controls are documented in comprehensive procedures and support the governance and control of the team through the application of professional awareness risk mindset
• Ensure all documents are carefully reviewed capturing all instructions & information accurately
• Ensure all deadlines are met with defined benchmark

Position location

Geographical area

Asia, Malaysia

City

Putrajaya

Remote work: unauthorized

Candidate criteria

Minimal education level: Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

• Bachelor's Degree and/or Master's Degree in Accounting, Finance, Business Administration or related field
• Experience in Shareholder Services and/or Transfer Agency Services with a focus on fund structure (preferred)

Level of minimal experience: 0-2 years

Experience

• Experience in Shareholder Services and/or Transfer Agency Services with a focus on fund structure (preferred)

Required skills

• Strong written and verbal communication skills
• Attention to detail and strong organizational skills
• Fast learner and positive attitude with minimal supervision
• Good interpersonal skills and networking abilities with sub-custodians and internal departments
• Ability to work independently and collaborate with the team to achieve collective goals
• Ability to prioritize team workloads to meet challenging deadlines
• Able to work under pressure in a fast-paced environment

Technical skills required

• Additional automation skills such as VBA, Python and etc. are an added advantage
• Shareholder services and general administration procedural knowledge
• Transaction management and / or payment processing experience

Languages

English