Client Service Associate

Capital Dynamics Asset Management Sdn Bhd; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading fund management company in Kuala Lumpur is seeking a Client Services Associate to support their growing investor base. The role involves managing client enquiries, onboarding investors, and maintaining records. Candidates should hold a degree and have at least 2 years of experience in client relationship management. A dynamic work environment that encourages innovation and personal development is offered.

Benefits

Customisable benefits based on contributions

Dress down policy

Flexibility to take naps

Qualifications

• At least 2 years of experience in client relationship management or sales support.
• Diligent and comfortable working in a fast-paced environment.
• Candidates with knowledge of unit trusts have an advantage.

Responsibilities

• Resolve clients’ enquiries and feedback in a timely manner.
• Assist with on-boarding of investors and KYC review.
• Liaise with internal departments regarding clients’ transactions.

Skills

Client-focused

Excellent interpersonal skills

Verbal communication

Written communication

Multi-tasking

Education

Degree from a reputable university

Job description

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

• 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.

Capital Dynamics offers a unique Total Rewards Structure which consists of customisable benefits that will be determined based on one's contribution, commitment and loyalty. Salary offered for this position may vary according to candidate's qualification and experience.

Capital Dynamics is the first Asian‑owned global fund manager and investment adviser operating in Kuala Lumpur, Sydney, Hong Kong and Shanghai. Our rapid expansion comes with an increasing reliance on information technology whilst adapting to ever‑changing business needs. We have a start‑up culture that is flat and accessible, we have a dress down policy, and we allow our employees to take naps whenever they need to.

As a “start‑up” MNC, we seek talents that are self‑motivated with a belief that success is a fruit of immense hard work and passionate heart work. We regard success as a journey that should be cultivating, eye‑opening, and fun.