Client Administrator in Malaysia

Job Description:

 Core Accountabilities (the major tasks the role will be accountable for)

  • Preparing new client account packs to assist with on-boarding new clients
  • Creating & updating new client records in XPLAN
  • Fund Applications – gathering relevant documentation from Fund Manager / complete applications / submit & follow up / managing the process so it is completed as quickly as possible end-to-end ; communicating with to Adviser/Assistants throughout the process.
  • Receiving completed account documentation – updating client records in XPLAN with relevant client information (including adding reminders for document expiry) / passing to relevant platform provider (currently Netwealth & Powerwrap) / following up with the platforms to ensure timely account opening and communicating that to the relevant Adviser/Assistant.
  • Respond to enquiries & requests for updates to account opening / fund investments
  • Preparation of monthly client reports & ad hoc reports where required
  • Assist in adhoc and/or general queries, as and when required

 

Job Requirements:

Technical Competencies and Qualifications (min/desired skills & knowledge)

  • A minimum of 1 years’ relevant experience in Financial Services / Wealth Management environment required
  • Able to work in Australian Working Hours (6AM – 3PM)
  • Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor’s Degree, Post Graduate Diploma, Professional Degree, Economics, Finance/Accountancy/Banking, Business Studies/Administration/Management, Commerce or equivalent.
  • Excellent spoken and written English essential
  • Experience in financial services compliance in the private wealth management area preferred, but not essential
  • Strong Microsoft Office skills
  • Intellectual curiosity and the desire to improve and grow the business

 

Client Administrator in MY

X

Full name

Email

Cover letter (Optional)

Resume

(Attachment no more than 2MB: Word, Pdf)



Schedule a visit

Office to Visit

Your Name*

Company*

Business Email*

Phone*

×
Organise a video conference

I have access to a

My country*

Name*

Company*

Business Email*

Phone

×
Organise a call with CEO

Name*

Company*

Business email*

Phone*

Note

×
SIGN UP NOW

To receive information on AS White upcoming events,
industry news or our newsletter, sign up and click submit.

Name*

Business email*

I would like to receive:
Information on upcoming eventsIndustry newsNewsletterBlogs

×
Download our brochure

To receive our brochure,
please complete your details below.

Name*

Company name*

Business email*

×
Talk to us

X

Name:

Contact number:

Company Name:

Email (business):

Company Website:

Area of expertise you are interested in offshoring:

(Please select at least one option)

Software DevelopmentFinancial ServicesAdministrative ServicesManaged ServicesService DeskCreative ServicesLegal ServicesOther (please specify)

How did you find us:

(Please select at least one option)

Social Media (including Twitter, Facebook, Google+)Referral through our partnersSearch Engines (Google, Bing)Other (please specify)LinkedIn

×
Book a free consultation

X

Name:

Contact number:

Company Name:

Email (business):

Company Website:

Area of expertise you are interested in offshoring:

(Please select at least one option)

Software DevelopmentFinancial ServicesAdministrative ServicesManaged ServicesService DeskCreative ServicesLegal ServicesOther (please specify)

How did you find us:

(Please select at least one option)

Social Media (including Twitter, Facebook, Google+)Referral through our partnersSearch Engines (Google, Bing)Other (please specify)LinkedIn

×
Book a free consultation

X






×
Talk to us

X






×