Client Services Associate — Startup Fund Management

Capital Dynamics Asset Management Sdn Bhd; Kuala Lumpur; Presencial; MYR 42 000 - 64 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical

Remuneration based on performance

Resumo da oferta

Capital Dynamics Asset Management Sdn Bhd, a growing asset management firm in Malaysia, seeks dedicated Client Services Associates to support an expanding investor base. The role covers client enquiries, account openings with KYC, and collaboration across departments to ensure smooth transaction processing and timely reporting.

The ideal candidate holds a degree, with 2+ years in client relationship management or sales support in financial services; strong English communication and knowledge of

Qualificações

• Degree holder from a reputable university.
• 2+ years in client relationship management or sales support in financial services; senior/regional roles possible for experienced candidates.
• Excellent written and verbal English; other languages a plus.

Responsabilidades

• Handle client enquiries and feedback promptly and professionally.
• Facilitate account opening and reviews including KYC and due diligence.
• Collaborate with departments to ensure prompt transaction processing and service delivery.
• Prepare and distribute investor communications and reports.
• Maintain investor records in CRM and distribution lists.
• Keep client service SOPs updated and suggest improvements.
• Stay updated with industry regulations, policies and product knowledge.

Conhecimentos

Client relationship management

Sales support

Communication

Problem solving

CRM systems

Formação académica

Bachelor degree

Ferramentas

CRM systems

Descrição da oferta de emprego

Capital Dynamics Asset Management Sdn Bhd, a growing asset management firm in Malaysia, seeks dedicated Client Services Associates to support an expanding investor base. The role covers client enquiries, account openings with KYC, and collaboration across departments to ensure smooth transaction processing and timely reporting.

The ideal candidate holds a degree, with 2+ years in client relationship management or sales support in financial services; strong English communication and knowledge of