Client Service Associate, Asset Management

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.

Please send your job application to