Client Management Executive

Doo Group; Kuala Lumpur; Sur place; MYR 39 000 - 58 000; Plein temps

Résumé du poste

Doo Group is seeking a diligent Finance/Banking or Business Admin graduate to support daily account opening, maintenance, and KYC processes in Kuala Lumpur. You will onboard clients, maintain data, and coordinate with the Business team to ensure compliant documentation and smooth onboarding.

This role requires strong attention to detail, the ability to handle inquiries via email and Microsoft Teams, and fluency in English and Mandarin to interact with Chinese counterparts.

Qualifications

• Degree in Finance/ Banking or related major preferred.
• Customer-oriented with attention to detail, compliant and proactive.
• Able to simulate and troubleshoot reported cases.
• Experience in supporting client enquiries in financial services is a plus.
• Excellent English and Mandarin required to liaise with Chinese counterparts.

Responsabilités

• Process daily account opening and maintenance activities.
• Onboard customers and maintain data; coordinate with Business for KYC.
• Handle IB setting queries and customer inquiries via email/Teams.
• Escalate issues to team leader and optimize processes.
• Keep updated on process/system changes.

Connaissances

Customer service

Attention to detail

Communication

Troubleshooting

English

Mandarin

Formation

Degree in Finance/Banking or related major

Outils

Microsoft Teams

Description du poste

• Performs daily account opening and maintenance processing, including daily management of in-process, pending, and service-related activities.
• Support customer onboarding 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.
• 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.

Requirements

• At least Degree in Finance/Banking, Business Administration, or any other related majors are 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 both English and Mandarin is a MUST as you will deal with Chinese counterparts.