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
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Job IdJD918946
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKuala Lumpur, Malaysia
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EducationNot mentioned