Shamala Jagathisan
Senior Client Operation Officer
Seri Kembangan
Summary
Experienced senior client operations officer with over 2 years in the financial industry. Holds an Honours Degree with Merit in Business Administration. Actively seeking a relevant job opportunity to apply knowledge and skills for organizational and personal growth.
Overview
4
4
years of professional experience
Work History
Senior Client Operations Officer
CACEIS Malaysia
Putrajaya
11.2023 - Current
- Maintained accurate documentation of process procedures and checklist for easy reference by all employees.
- Trained junior team members and new joiners, on processes and systems ensuring the right level of support and guidance are provided.
- Independently managed and migrated out a complex fund (Universal) with high accuracy and timeliness, receiving compliments from the client for the successful execution.
- Performed both maker and checker role with high accuracy, contributing nil errors to the team performance.
- Improved team efficiency on maintaining the investor contact list by initiating the development of Contact List EUC eliminating the need to maintain multiple files and minimized the risk of handling this sensitive information.
- Developed an PDF Split & Rename EUC to efficiently split and rename bulk PDF files in seconds which saved 1 FTE worth of workload.
- Consistently share best practices to foster knowledge sharing and promote continuous improvement within the team.
- Independently managed escalations and high-priority tasks, ensuring they were completed in a timely manner.
- Led the resolution of 100+ isolated breaks tagged under the team within the designated timeline.
- Served as a PERES Inspire Committee member (2023 & 2024) organizing departmental engagement activities and quarterly townhall events.
- Active member of the Annual Dinner Committee (2023 & 2024), contributing to the planning and seamless execution of the Annual Dinner event for over 1,000 employees.
Administrator
Royal Bank of Canada / CACEIS Malaysia
06.2022 - 11.2023
- Process Capital Call/Subscription, distribution, redemption, transfer and conversion functions across a range of Private Capital Services structures
- Involved in cash processing via SARA, MILVUS and MTP
- Generate notices, confirmations, monthly/quarterly statements and prepare emails via PYTHON to clients with high level of accuracy and timeliness
- Prepare fund KPI and Open Commitment Report on monthly basis
- Ensuring all the audits and queries from client responded in a timely manner
- Provided training to new joiners in the team
- Liaised with other key stakeholders
- Involved in uploading reporting in DATASITE & DYNAMO
Administrative Assistant Intern
Malaysian Institute of Estate Agents
Petaling Jaya, Selangor
10.2020 - 01.2021
- Administrative tasks, handling office calls, collect registration form, payment receipts and other related documents from the head of department and file the documents accordingly, keeping documentation easily accessible and up to date
- Performed telemarketing, promote membership renewal packages and other events that were organized by the company
- Maintaining the membership database up to date. Collect and compile the data of real estate agents in Malaysia.
- Perform complaint analysis by compiling the complaints received against the real estate agents.
Education
Bachelor of Business Administration (Honours) - Business Administration
Universiti Tunku Abdul Rahman
Kampar, Perak, MalaysiaSTPM - Business & Economics
SMK Seri Serdang
Seri Kembangan, Selangor, Malaysia 04.2001 - 2017
SPM - Business & Accounting
SMK Seri Serdang
Seri Kembangan, Selangor, MalaysiaSkills
Experienced in Microsoft Word
Advanced Excel Skills
Advanced Microsoft PowerPoint Skills
Microsoft Outlook
Experienced in Microsoft Teams
SARA
MILVUS
YARDI
Additional Information
- English (Spoken and written)
- Malay (Spoken and written)
- Tamil (Native Speaker)
Accomplishments
Received the Q3 2023 Rising Start Award
Received the Q1 2024 Superstar Award
Received the Q2 2024 Fantastique Award
Received the Q3 2024 Fantastique Team Award
Timeline
Senior Client Operations Officer
CACEIS Malaysia
11.2023 - Current
Administrator
Royal Bank of Canada / CACEIS Malaysia
06.2022 - 11.2023
Administrative Assistant Intern
Malaysian Institute of Estate Agents
10.2020 - 01.2021
STPM - Business & Economics
SMK Seri Serdang
04.2001 - 2017
Bachelor of Business Administration (Honours) - Business Administration
Universiti Tunku Abdul Rahman
SPM - Business & Accounting
SMK Seri Serdang
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