Performs daily account opening and maintenance processing, including daily management of in-process, pending, and service-related activities.
Support customer opening accounts and data maintenance and work closely with Business to contribute positively on the documentation, not limited to Account Opening, Maintenance, KYC.
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
Perform Introducing Broker (IB) setting related and enquiries.
Perform sales profile maintenance.
Respond to issues and enquiries promptly through emails and Microsoft Teams chats etc.
Communicate and coordinate issues with various departments, collect feedback, and put forward optimization plans and implement them.
Escalate to team leader upon detection of error and shortcomings in the existing processes.
Excel in daily tasks by keeping up to date on changes to processes/systems/campaigns.
What we're looking for:
Requirements:
Bachelor's degree or above in any discipline. A background in finance, statistics, or programming is preferred.
Customer-oriented, attentive to details, compliance and control oriented, diligent, proactive and able to work under pressure.
Ability to conduct simulation & troubleshoot on the reported cases.
Experience in supporting client's enquiries and technical problem in the financial services is an added advantage.
Good command in Mandarin is a MUST as you will deal with Chinese counterparts. English will be a plus.
Job Type: Full-time
Pay: RM3,000.00 - RM3,500.00 per month
Benefits:
Dental insurance
Health insurance
Professional development
Vision insurance
Work Location: Hybrid remote in Kuala Lumpur
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