Client Success Officer – Multilingual (Mandarin/Cantonese)

CACEIS-Gruppe; Putrajaya; On-site; MYR 120,000 - 180,000; Full time

Job summary

CACEIS Malaysia, located in IOI City, Putrajaya, is seeking professionals with 3-5 years’ experience in asset servicing. The role focuses on servicing a portfolio of institutional clients across Asia, handling Transfer Agency, Fund Administration, Custody, and related enquiries.

Applicants should be fluent in Mandarin and Cantonese, with strong knowledge of TA/Investor Services processes and a client-centric mindset. Working hours are 9:00am–6:00pm Malaysia time.

Qualifications

• Mandarin and Cantonese proficiency (read/write/speak)
• Experience in Transfer Agency/Investor Services processes
• Client servicing experience with operational exposure to product lines
• Multiple product line operational experience

Responsibilities

• Serve as point of contact for clients and market participants.
• Manage a designated portfolio of client relationships across TA, Fund Administration, Custody, Cash and FX inquiries.
• Deliver high-quality investor/distributor experiences and resolve fund-related inquiries.
• Coordinate with local/global teams (TA, Fund Accounting, Custody) to investigate issues and drive timely fixes.
• Oversee service delivery quality and drive continuous improvements to client experience.
• Provide proactive service to a portfolio of clients and opportunities for enhancements.
• Foster client-centric mindset across teams and document opportunities to support client retention.

Education

Bachelor Degree / BSc Degree or equivalent

Job description

CACEIS Malaysia, located in IOI City, Putrajaya, is seeking professionals with 3-5 years’ experience in asset servicing. The role focuses on servicing a portfolio of institutional clients across Asia, handling Transfer Agency, Fund Administration, Custody, and related enquiries.

Applicants should be fluent in Mandarin and Cantonese, with strong knowledge of TA/Investor Services processes and a client-centric mindset. Working hours are 9:00am–6:00pm Malaysia time.