Broking Representative (Inbound Calls & Platform Support)

TRIIIO VERTEX SDN. BHD.; Kuala Lumpur; Presencial; MYR 56.000 - 89.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Certifications sponsorship

Salary growth plan

Descripción de la vacante

TRIIIO VERTEX SDN. BHD. seeks a client support professional to assist retail clients and financial advisers. This role emphasizes understanding trading platforms, explaining financial concepts, and delivering accurate platform guidance with a focus on service quality.

Candidates should have 1–2+ years in customer service, strong English, and a willingness to work on-site at KL Eco City. Training and opportunities for professional finance certifications are available as part of the role.

Formación

• Education in business/finance relevant field or equivalent experience.
• Good written and spoken English with a neutral, clear accent.

Responsabilidades

• Multichannel client support via calls, emails, and live chats using Zendesk.
• Investigate and diagnose client issues, provide high-level explanations without scripts.
• Guide clients on online trading platforms, account management, and reporting.
• Stay updated on ASX product offerings and market updates to assist clients.
• Escalate complex inquiries to internal teams and manage complaints.

Conocimientos

Multitasking

Communication

Analytical thinking

Platform navigation

Educación

Bachelor's degree in Business/Finance

Herramientas

Zendesk

Trading platforms

Descripción del empleo

This role follows the Australian public holiday. You are required to work on Malaysian public holiday and you will be compensated for these days with additional annual leave.

This is fully onsite role in KL Eco City.

Your working hours starts between 5.00 am to 9.00 am and ends between 2.00 pm to 6.00 pm.

Please note that this opportunity is only for Malaysian candidates and only shortlisted candidates will be contacted.

Overview

Our client is an award-winning Australian online financial services firm seeking sharp, ambitious, and career-driven professionals to join our client support team.

This is not a standard call center or script-reading customer service role. As a Broking Representative, you will act as a core support link for retail clients and financial advisers across leading online share trading platforms. You will investigate complex client queries, explain financial concepts clearly, and guide clients through platform operations, client portfolios, and market processes.

What’s in it for YOU?

Sponsored financial certifications with 3 times salary increment in 18 months.

Gain exposure and engage in continuous learning about the ASX market.

Yearly performance bonus.

Responsibilities:

Multichannel Client Support: Resolve client requests via incoming calls, emails (Zendesk), and live chats regarding account management, share transfers, trading orders, portfolio valuations, tax reporting, and corporate actions.

Problem Solving & Analysis: Research, investigate, and diagnose client issues behind the scenes to deliver accurate, high-level explanations without relying on fixed scripts.

Platform Guidance: Help high-net-worth and retail clients navigate online trading and desktop platforms, reset credentials, and retrieve tax or portfolio reports.

Market Knowledge: Stay up to date with product offerings, briefings, and stock exchange updates (ASX) to effectively assist clients.

Process Escalations: Collaborate with internal operational teams to elevate higher-level inquiries and manage complaints effectively.

Requirements:

Education: Recognized Degree in Business, Finance, Accounting, Management, or a related discipline (or equivalent professional background).

Experience: 1–2+ years of working experience preferred. Individuals with background in Finance, Fintech, Crypto, Trading, or Contact Centers are welcome to apply.

Language Proficiency: Excellent command of written and spoken English with a clear, neutral accent for effortless client communications.

Financial Aptitude: Strong interest in finance, stock markets, and investing. Prior trading experience or familiarity with equity markets is a major advantage.

Core Competencies: Ability to think on your feet, handle concurrent tasks (e.g., live chats/calls), and learn new technical systems independently.

Work Location & Mobility: Must be willing to work on-site at KL Eco City.

Due to the high volume of applications we receive, only shortlisted candidates will be notified. We appreciate your interest and time in applying with us.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• How many years' experience do you have in a Customer Service Role?
• How would you rate your English language skills?