Associate - Sales Focused Touchpoint Support

AFFIN Group; Bintulu; On-site; MYR 35,000 - 50,000; Full time

Job summary

A leading financial services company in Malaysia is seeking a Client Services Management professional. Responsibilities include assisting clients and dealers with inquiries, providing administrative support, and ensuring business continuity. Candidates should have strong communication skills and experience in managing branch operations. This role is pivotal in maintaining smooth service delivery and compliance within the organization.

Qualifications

• Proficient in handling client inquiries via multiple channels.
• Experienced in administrative coordination and branch operations.
• Knowledgeable in regulatory compliance and procedures.

Responsibilities

• Assist clients with inquiries and account-related matters.
• Support remisier/dealer communications and documentation.
• Handle branch administrative tasks and vendor billing.
• Act as the Branch BCP Coordinator to maintain business operations.

Skills

Client communication

Administrative support

Regulatory compliance

Vendor management

Branch operations handling

Job description

Create your future with Affin! You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Client Services Management

• Client Inquiries – Provide assistance to clients’ inquiries. This includes handling client communications via phone, email, or in-person interactions, addressing client inquiries, and providing guidance.
• Adherence to the regulators and internal policies & procedures.
• Coordinate the supporting documents with the processing hubs.
• Account Opening.
• Provides guidance to the client on all the account related matters including the Trading account and CDS account inquiries.
• To ensure the completeness of the Trading Account Opening Form and CDS Opening Form together with the supporting documents.
• Settlement – Provides guidance to the client on all the settlement related matters includes the payment mode and channel that available for client to make payment.
• Provides the client with the information such as the nearest banking branch available for the deposit on payment received over the counter for cheque, cash (below RM1,000).
• CDS/Bursa matters – Provides guidance on all the CDS/Bursa related matters including the CDS transfer, ad hoc balances, Transmission of Title (TOT), and updating client information.
• Coordinate with the processing hubs on all the documentation and signature verification.

Sales Force (Remisier/Dealer) Support

• Remisier/Dealer Inquiries – Provide counter assistance to remisier/dealer inquiries. This includes handling remisier/dealer communications via phone, email, or in-person interactions, addressing remisier/dealer inquiries and submitting their request/issues to the dedicated processing hub.
• Collection of the documents – ensure all the completed documents received from the remisier/dealer/client to be sent out to the respective Processing Hubs in a timely manner.

Administrative Support

• Handling all the branch administrative tasks by liaising with the related departments including PLD and Finance Department.
• Record and maintenance of cash advance.
• Coordinating logistics (between Branch Support and Processing Hubs).
• Vendor billing (rental, astro, carpark and others).
• Upkeep of the branch maintenance (lighting, office supplies and etc).
• Liaising with building management (rental, carpark and others).
• CCTV, access card, attendance, and others.

Business Continuity Plan (BCP) Coordinator

Branch BCP Coordinator is responsible for ensuring the continuity of critical business operations in the event of a disruption.