Client Support Officer, Fund Distribution Services M/F

Crédit Agricole; Putrajaya; On-site; MYR 90,000 - 120,000; Full time

Job summary

CACEIS Malaysia, a cornerstone of asset servicing in IOI City, Putrajaya, is seeking a client servicing professional to manage a portfolio across fund distribution, transfer agency, fund administration and related services.

The role emphasizes language proficiency in Mandarin and Cantonese, delivering high-quality investor and distributor experiences, coordinating with global teams, and driving service improvements to support client retention.

Qualifications

• Ability to speak, read and write in Mandarin and Cantonese professionally.

Responsibilities

• Serve as point of contact for servicing clients and interacting with the market and other providers.
• Manage a designated portfolio of client relationships across the fund distribution servicing spectrum, including Transfer Agency, Fund Administration, Custody, Cash and FX-related enquiries.
• Provide high-quality investor and distributor experience, resolving enquiries related to fund information, business rules, trade processing, subscriptions/redemptions, cash movements, reconciliations, stock transfers and statements.
• Coordinate with local and global operational teams and stakeholders to investigate issues and facilitate timely resolution.
• Govern overall service delivery to clients and drive improvements in service quality.
• Perform proactive service for a designated portfolio of client relationships across product base.
• Foster a client-centric mindset within the teams.
• Document opportunities, prioritize and lead enhancements to Client Experience to support client retention objectives.

Skills

Mandarin & Cantonese proficiency

Job description

What is the opportunity?

CACEIS Malaysia has been a cornerstone of asset servicing since 2008, evolving into a trusted hub of operational excellence within the global CACEIS network. Strategically located in IOI City, Putrajaya, the company employs over 1,200 skilled professionals, providing a broad spectrum of services to institutional clients across Europe. These services include Custody & Cash Clearing, Fund Administration, Fund Distribution, Master Data Services, Market Solutions, Group Invoicing, Reconciliations and Private Equity & Real Estate Solutions. As a centre of excellence, CACEIS Malaysia plays a pivotal role in driving the scalability of global operations, enhancing service quality, and implementing standardized processes to meet the diverse needs of its clients. The dedicated team in Malaysia is committed to delivering reliable, high-quality solutions that empower clients to thrive in a dynamic and competitive financial landscape.

Region: APAC

Working Hour: 9:00am – 6:00pm (Malaysia time)

Required: Ability to speak, read and write in Mandarin and Cantonese professionally

What will you do?

• Point of contact for servicing clients and interacting with the market and other providers.
• Manage a designated portfolio of client relationships across the fund distribution servicing spectrum, including Transfer Agency, Fund Administration, Custody, Cash and FX-related enquiries.
• Provide high-quality investor and distributor experience, managing and resolving enquiries relating to fund information, business rules, trade processing, subscriptions/redemptions, cash movements, reconciliations, stock transfers, contract notes, statements and other day-to-day servicing matters.
• Coordinate with relevant local and global operational teams and stakeholders, including Transfer Agency, Fund Accounting, Custody and other service providers, to investigate issues and facilitate timely resolution.
• Govern overall service delivery to clients, drive improvement of service quality.
• Perform proactive service for a designated portfolio of client relationships across product base.
• Fostering a client centric mindset throughout the teams.
• Document opportunities, prioritize and lead enhancements to Client Experience, thereby support client retention objectives.

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