Client Data & Onboarding Specialist

YYC; Kuala Lumpur; On-site; MYR 36,000 - 60,000; Full time

Job summary

YYC in Kuala Lumpur is seeking a meticulous, tech-savvy administrator to support client data management, onboarding/offboarding documentation, and tax department administration.

Responsibilities include data entry and upkeep in the CRM, preparing onboarding/offboarding files, coordinating with internal teams to collect documents, liaising with LHDN on submissions, and assisting with automation initiatives. This is a great entry to mid-level role in a dynamic team.

Qualifications

• Experience with data entry and maintaining accurate client records.
• Ability to prepare onboarding/offboarding documentation.
• Good communication and organisational skills.

Responsibilities

• Perform data entry and upkeep of client records in the CRM system.
• Prepare, compile and organize documentation for client onboarding and offboarding.
• Coordinate with internal teams to collect and file required documents.
• Provide administrative support to the tax department.
• Liaise with LHDN officers on administrative matters.
• Support automation and systems improvement initiatives.
• Undertake ad-hoc tasks and administrative duties as assigned.

Skills

Data entry

CRM systems

Documentation

Administrative support

Communication skills

Education

Bachelor's degree in Accounting, Finance, Business Admin or equivalent

Tools

CRM software

Job description

YYC in Kuala Lumpur is seeking a meticulous, tech-savvy administrator to support client data management, onboarding/offboarding documentation, and tax department administration.

Responsibilities include data entry and upkeep in the CRM, preparing onboarding/offboarding files, coordinating with internal teams to collect documents, liaising with LHDN on submissions, and assisting with automation initiatives. This is a great entry to mid-level role in a dynamic team.