Client Management Executive

Doo; Kuala Lumpur; On-site; MYR 56,000 - 100,000; Full time

Job summary

Doo in Kuala Lumpur is seeking a detail‑oriented professional to join our Account Opening and Maintenance team. You will handle daily opening and ongoing maintenance, manage in‑process accounts, and support documentation and KYC activities in collaboration with the Business team.

You will respond to inquiries via email and Teams, coordinate with multiple departments, and implement process improvements. Proficiency in Mandarin is required, with English as a plus.

Qualifications

• Bachelor’s degree or above in any discipline.
• Background in finance, statistics, or programming 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 Mandarin is a MUST as you will deal with Chinese counterparts. English will be a plus.

Responsibilities

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

Skills

Customer oriented

Attention to detail

Compliance oriented

Proactive

Pressure handling

Troubleshooting

Simulation

Education

Bachelor’s degree or above

Job description

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

What we’re looking for:

Requirements:

• Bachelor’s degree or above in any discipline. A background in finance, statistics, or programming is 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 Mandarin is a MUST as you will deal with Chinese counterparts. English will be a plus.

Interested in joining our team and explore your talents in different parts of the world? Worry not, a work visa will be provided by Doo Group too, if applicable.