Client Service Associate

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

Capital Dynamics offers a unique Total Rewards Structure which consists of customisable benefits that will be determined based on one's contribution, commitment and loyalty. Salary offered for this position may vary according to candidate's qualification and experience.

Capital Dynamics is the first Asian‑owned global fund manager and investment adviser operating in Kuala Lumpur, Sydney, Hong Kong and Shanghai. Our rapid expansion comes with an increasing reliance on information technology whilst adapting to ever‑changing business needs. We have a start‑up culture that is flat and accessible, we have a dress down policy, and we allow our employees to take naps whenever they need to.

As a “start‑up” MNC, we seek talents that are self‑motivated with a belief that success is a fruit of immense hard work and passionate heart work. We regard success as a journey that should be cultivating, eye‑opening, and fun.

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