Client Services Associate – FATCA/CRS & Compliance

Waystone; George Town; On-site; MYR 48,000 - 72,000; Full time

Job summary

Waystone is seeking a Junior Associate to service and maintain relationships with a portfolio of clients in Malaysia. The role involves handling complex structures, completing annual filings, and supporting Directors and the Associate Director while contributing to client reporting projects.

You will perform day-to-day client service activities, maintain professional communications with stakeholders, and assist in preparing tax and regulatory documents under supervision.

Qualifications

• Bachelor’s degree completed.
• Experience in transfer agency or legal background is desirable but not essential.
• Strong interpersonal and customer service skills are required.
• Able to manage time effectively in a fast-paced environment.
• Proficiency with MS Office applications (Outlook, Excel, Word).
• Team player with flexibility and adaptability; can think strategically.

Responsibilities

• Support ITC team in day-to-day client service activities with guidance from senior members.
• Assist in maintaining relationships with internal stakeholders and external clients with professional communication.
• Prepare foundational documents and FATCA/CRS reports under supervision, ensuring accuracy.
• Conduct initial checks on documentation and flag gaps for senior review.
• Help monitor accounts receivable for assigned clients and gather information for the team lead.

Skills

Interpersonal skills

Customer service

Time management

Organizational skills

MS Office (Outlook, Excel, Word)

Team player

Strategic thinking

Education

Bachelor’s degree

Tools

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

Waystone is seeking a Junior Associate to service and maintain relationships with a portfolio of clients in Malaysia. The role involves handling complex structures, completing annual filings, and supporting Directors and the Associate Director while contributing to client reporting projects.

You will perform day-to-day client service activities, maintain professional communications with stakeholders, and assist in preparing tax and regulatory documents under supervision.