Summary
Overview
Work History
Education
Skills
Websites
Extracurricular Activities
Timeline
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AFEEFA NASRON

Senior Client Operation Officer
Kuala Lumpur

Summary

A results-driven finance professional with 4+ years of experience in client operations, shareholder services, and financial analysis. Proficient in streamlining business processes, optimizing service delivery, and ensuring regulatory compliance. Adept at handling high-stakes client interactions and training teams to maintain operational excellence. Community-oriented Officer comfortable working in high-stress situations and coordinating emergency responses. Seasoned team leader with unrelenting dedication to keeping community safe and secure. Proactive about using proper protocols while on duty and interacting with community contacts. Committed public servant displays sound judgment under pressure in life-threatening and emergency scenarios and situations. Watchful and diplomatic professional preserves public safety, fights crime and prevents loss of life. Recognized for heroic acts and police duty excellence.

Overview

7
7
years of professional experience

Work History

Senior Client Operation Officer

CACEIS Investor Services
11.2023 - Current
  • Supported team members in daily operations and trained new joiners by managing task allocation and addressing queries
  • Ensured timely completion and delivery of activities within agreed deadlines
  • Analyzed financial statements and business summaries to assist clients in making investment decisions
  • Contributed to client satisfaction by providing exceptional service and ensuring strong governance over corporate events.

Junior Executive

CACEIS Investor Services
07.2023 - 10.2023
  • Performed quality checks on reports to ensure accuracy before delivery
  • Collaborated with team members to minimize error rates and improve processes
  • Participated in cross-departmental projects to optimize business processes.

Junior Executive

Royal Bank of Canada I&TS
08.2022 - 06.2023
  • Generated financial statements and business summaries for clients' investment decisions
  • Led team huddles and shared meeting minutes to ensure alignment
  • Managed email queries and escalated issues when necessary.

Financial Advisor

Prudential Assurance Malaysia
10.2021 - 05.2022
  • Developed personalized insurance plans for clients, closing 3 cases monthly
  • Increased team productivity by 50% with an annual contribution of RM2600
  • Prepared quotations and guided clients in understanding the offerings.

Finance Division Intern

Legasi Group Prudential Assurance
03.2021 - 06.2021
  • Processed client card payments, handling up to 500 clients monthly
  • Assisted with regular client billing and transaction management.

Public Affairs and Corporate Communication Intern

Lembaga Tabung Haji
03.2018 - 06.2018
  • Reviewed and updated the annual report for publication
  • Collaborated with media relations to monitor and update daily news regarding Tabung Haji.

Education

Bachelor of Finance -

Multimedia University
Cyberjaya, Selangor

Diploma in Business Administration -

Multimedia University
Ayer Keroh, Malacca

Skills

Financial Analysis & Reporting

Extracurricular Activities

Volunteer, RBC Malaysia Corporate Citizenship Committee, 2023, Volunteered for the Pintar Maharani Programme to motivate and support students in underperforming schools. Committee Member, Personal Assistant Division, MMU Career Fair, 2020, Guided and supported clients from Prosine Electrical and Electronics throughout the event. Committee Member, Sponsorship Division, Art Expression Festival, 2020, Led the annual sponsorship campaign and maintained relationships with key sponsors.

Timeline

Senior Client Operation Officer

CACEIS Investor Services
11.2023 - Current

Junior Executive

CACEIS Investor Services
07.2023 - 10.2023

Junior Executive

Royal Bank of Canada I&TS
08.2022 - 06.2023

Financial Advisor

Prudential Assurance Malaysia
10.2021 - 05.2022

Finance Division Intern

Legasi Group Prudential Assurance
03.2021 - 06.2021

Public Affairs and Corporate Communication Intern

Lembaga Tabung Haji
03.2018 - 06.2018

Bachelor of Finance -

Multimedia University

Diploma in Business Administration -

Multimedia University
AFEEFA NASRONSenior Client Operation Officer