Client Relations Specialist - APAC (Mandarin/Cantonese)

Caceis Group; Putrajaya; On-site; MYR 112,000 - 156,000; Full time

Job summary

CACEIS Malaysia is seeking a client servicing professional fluent in Mandarin and Cantonese to manage a portfolio across Transfer Agency, Fund Administration, Custody, and related services. You will coordinate with regional teams to resolve client inquiries, uphold service quality, and contribute to a high-touch investor experience.

The role requires 3–5 years of experience in asset servicing or related fields and a strong understanding of TA/Investor Services processes.

Qualifications

• Bachelor degree or equivalent
• Proficiency in Mandarin and Cantonese (speaking, reading, writing)
• Strong understanding of Transfer Agency and Investor Services processes
• Client servicing experience across financial products
• Operational experience across multiple product lines

Responsibilities

• Serve as point of contact for clients and market interactions.
• Manage a portfolio of client relationships across fund distribution servicing (TA, Fund Admin, Custody, Cash, FX).
• Provide high-quality investor and distributor experiences, handling enquiries and servicing matters.
• Coordinate with local and global teams to investigate issues and drive timely resolutions.
• Ensure delivery quality and drive improvements in client experience.

Skills

Mandarin

Cantonese

English

Client Servicing

TA / Investor Services

Education

Bachelor’s degree / BSc

Job description

CACEIS Malaysia is seeking a client servicing professional fluent in Mandarin and Cantonese to manage a portfolio across Transfer Agency, Fund Administration, Custody, and related services. You will coordinate with regional teams to resolve client inquiries, uphold service quality, and contribute to a high-touch investor experience.

The role requires 3–5 years of experience in asset servicing or related fields and a strong understanding of TA/Investor Services processes.