Client Services Associate

Join Capital Dynamics, a leading licensed fund manager with a strong presence in Asia since 1997. We are expanding our operations in Indonesia and seeking a dedicated Client Services Associate to support our growing unit trust management business in Bali. This role is perfect for someone who is passionate about providing exceptional client service and wants to work in a dynamic and fast-paced environment.

As a Client Services Associate, you will be the first point of contact for our clients, ensuring their needs are met with efficiency and professionalism. You will handle client inquiries, process transactions, and provide personalized support to ensure a seamless client experience. This role offers a unique opportunity to work with a diverse client base and contribute to the growth of our unit trust business in Bali.

📋 Tanggung Jawab Pekerjaan

• Assist clients with inquiries and transactions related to unit trusts
• Process and verify client information and documentation
• Provide personalized support to clients to ensure their needs are met
• Assist in the development and implementation of client service strategies
• Monitor client accounts and provide regular updates
• Collaborate with the Client Services team to ensure high-quality service standards
• Assist in the resolution of client complaints and issues
• Stay updated on industry trends and regulations to provide informed advice to clients

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field
• Minimum of 2 years of experience in client services or a related field
• Strong communication and interpersonal skills
• Proficiency in English, both written and spoken
• Familiarity with financial products and services
• Ability to work in a fast-paced environment and meet tight deadlines
• Familiarity with Microsoft Office Suite and other relevant software
• Knowledge of Indonesian market and regulations is a plus

🛠️ Keahlian

Lowongan Terkait