Account & Client Servicing Executive

Kuala Lumpur, Malaysia

Job Description

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To directly influence sales, through client servicing and service recovery, and support sales/RM with administrative and operational duties.




Regular/Daily
  • Review any \xe2\x80\x9crejected\xe2\x80\x9d business/cases and salvage.
  • Follow up on any new accounts opened online to ensure completeness.
  • Liaise with Middle Office and Back Office, including Compliance, to find solutions.
  • Follow up with partners and end-clients to clarify, and seek \xe2\x80\x9capprovals\xe2\x80\x9d when required.
  • Guide partners on our various processes, including how to use our platforms.
  • Prepare list of equity/UT trades to be done and send over to relevant dealing team or operations team.



Weekly

  • Consolidate attendance to FAME Webinars and disseminate to partners.

Yearly
  • Handle charging of performance fees and withdrawal of dividends; prepare, liaise with partners, recommend system patches when necessary, and reconcile.
  • Communicate/email with clients and partners on actions taken

Ad-Hoc
  • Update static information on FAME website as and when required.
  • Assist RM in compilating market and competitor information
  • Work on \xe2\x80\x9cnew\xe2\x80\x9d processes and handle the related operations work for new business initiatives.



Knowledge, Skills & Competencies:

  • Sound communication and customer relationship management skills with positive attitude
  • Good interpersonal skills.
  • Goal oriented.
  • Proficient in MS Office in general, and especially in Excel.
  • Proficient with modern communication tools such as Zoom or TEAMS.
  • Familiar with banking/investment products, operations and relevant policies and procedures.
  • Good command of both verbal and written English for handling English speaking people.



Qualifications & Experience:


Minimum (equivalent) degree level; or lower with 2 years of experience

Account & Client Servicing Executive

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Job Detail

  • Job Id
    JD918946
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Kuala Lumpur, Malaysia
  • Education
    Not mentioned