Associate I, Corporate Client Services

FINEXUS GROUP; Kuala Lumpur; On-site; MYR 39,000 - 61,000; Full time

Job summary

FINEXUS GROUP is seeking an Associate I to support the Corporate Client Services team with day-to-day client servicing, procurement coordination, documentation, and KYC follow-up. The role involves coordinating with clients, suppliers, and internal teams to ensure timely responses and accurate records.

You will handle service requests via multiple channels, maintain trackers, and support BAU activities to enable the broader team to meet project commitments.

Qualifications

• Bachelor’s degree in Supply Chain, Business Administration, Management, Operations, or related.
• Candidates with a relevant diploma and suitable practical exposure may also be considered.
• Strong MS Excel and Word skills required.

Responsibilities

• Manage day-to-day client enquiries and service requests.
• Track requests, follow up, and support resolution within SLAs.
• Handle client enquiries through email, telephone, and other channels.
• Support KYC and documentation requirements.
• Prepare and monitor purchase requisitions and purchase orders.
• Coordinate with suppliers on quotations, pricing, availability, and delivery schedules.
• Follow up on outstanding orders and procurement matters.
• Maintain procurement records and reports.
• Ensure procurement activities follow company policies and approval requirements.
• Assist with RFP/RFQ submissions and related coordination.
• Perform other operational, administrative, and management-control duties.

Skills

Client servicing

Documentation

Stakeholder coordination

Attention to detail

Communication skills

Education

Bachelor's degree

Diploma with exposure

Tools

Microsoft Excel

Microsoft Word

Job description

Associate I, Corporate Client Services

Why This Role Matters
This role provides dedicated support for the Corporate Client Services team’s day-to-day client servicing, operational, procurement, and administrative activities. Timely follow-up and accurate record keeping help the team maintain service levels while allowing other team members to focus on ongoing projects and higher-priority deliverables.

About the Role
The Associate I supports client enquiries and requests, documentation and KYC follow-up, procurement coordination, reporting, and general administration. The role works with internal stakeholders, clients, suppliers, and other teams involved in daily operational coordination. It reports to Senior Client Service and the Chief Financial Officer.

Mission and Expected Outcomes

• Complete recurring operational and administrative activities accurately and within the required timelines.
  Respond to and follow up on client requests within agreed service-level agreements and turnaround times.

• Maintain complete and current client, procurement, contractual, and operational records.

• Coordinate promptly with internal stakeholders, clients, and suppliers to resolve outstanding matters.

• Provide reliable BAU support so the wider team can remain focused on business and project commitments.

Key Responsibilities

• Manage day-to-day client enquiries, service requests, and coordination with clients and internal stakeholders.

• Track client requests and outstanding matters, provide timely follow-up, and support resolution within agreed service levels and turnaround times.

• Handle client enquiries through email, telephone, and other approved communication channels.

• Support KYC and other documentation requirements, including checking submissions and following up on missing or outstanding information.

• Prepare, verify, coordinate, and monitor purchase requisitions and purchase orders.

• Coordinate with suppliers on quotations, order confirmations, pricing, availability, and delivery schedules.

• Follow up on outstanding orders, delayed deliveries, incomplete shipments, and other procurement matters.

• Maintain purchase order and quotation trackers and provide accurate status updates and reports.

• Maintain orderly records of purchase orders, quotations, invoices, delivery orders, contracts, and related procurement documents.

• Ensure procurement activities follow company policies, procedures, and approval requirements.

• Support the administration and record keeping of contractual agreements.

• Assist with RFP and RFQ submissions, including document coordination and follow-up.

• Perform other operational, administrative, and management-control duties assigned from time to time.

Technical and Operational Scope

• Client servicing: enquiries, requests, service coordination, documentation, and follow-up.

• Procurement support: purchase requisitions, purchase orders, quotations, supplier coordination, invoices, delivery orders, and related records.

• Reporting and administration: data entry, trackers, operational reporting, filing, contract records, and RFP/RFQ documentation.

• Tools: Microsoft Excel for formulas, data management, reporting, and basic analysis; Microsoft Word and other relevant productivity or internal systems.

Qualifications

• Bachelor’s degree in Supply Chain, Business Administration, Management, Operations, or a related discipline.

• Candidates with a relevant diploma and suitable practical exposure may also be considered.

Relevant Work Experience

• Open to fresh graduates and candidates with up to two years of relevant work experience.

• Exposure to client service, operations, procurement administration, or a related support function is an advantage

• Required Competencies and Skills

• Strong proficiency in Microsoft Excel, including formulas, data management, basic analysis, and reporting, together with working proficiency in Microsoft Word

• Strong administrative, documentation, and record-management skills.

• Clear communication and coordination skills when working with clients, suppliers, and internal stakeholders.

• Ability to maintain accurate trackers, reports, and operational records.

• Strong attention to detail and the ability to manage several tasks and deadlines.

• Good problem-solving and follow-up skills.

• Able to work independently with minimal supervision while escalating issues appropriately.

• Proactive, reliable, and willing to support ad hoc operational requirements.

Preferred and Good to Have

• Basic familiarity with KYC documentation, procurement workflows, contractual records, or RFP/RFQ submissions.

• Experience using internal workflow, purchasing, customer service, or document-management systems.