Client Management Executive (Fresh Grad)

CERDAS KONSULTASI SDN. BHD.; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

Join a leading brokerage firm as a Client Management Executive, where you will manage client accounts and support onboarding processes. This role is perfect for fresh graduates eager to work in finance, providing opportunities to collaborate with professionals and contribute to significant projects. If you're detail-oriented and customer-focused, apply to shape your career in an exciting environment!

Benefits

Work with top professionals in the financial industry.

Dynamic, forward-thinking team.

Opportunities for career advancement.

Qualifications

• Fluent in Mandarin and English (spoken and written).
• Fresh graduates are welcome to apply.
• Basic knowledge of financial markets, CFDs, Forex, or cryptocurrencies.

Responsibilities

• Perform daily processing of account opening and maintenance.
• Support client onboarding and KYC processes.
• Respond promptly to inquiries via email and Microsoft Teams.

Skills

Customer-oriented

Attention to details

Proactive

Compliance-focused

Education

Bachelor’s degree in Finance/Banking

Bachelor’s degree in Economics

Bachelor’s degree in Business

Tools

MT4

MT5

cTrader

Job description

Client Management Executive (Fresh Grad)

ETO Markets is a leading brokerage specializing in CFDs, Forex, Crypto, and Stocks. We empower traders with state-of-the-art technology, exceptional trading conditions, and outstanding customer support. We’re looking for a passionate Client Management Executive to join our dynamic team and deliver exceptional service to our clients.

Key Responsibilities:

1. Perform daily processing of account opening and maintenance, including managing in-process, pending, and service-related activities.
2. Support client onboarding and data maintenance; collaborate with business units on documentation tasks such as account opening, maintenance, and KYC processes.
3. Understand new client needs and provide adequate support for their requirements and plans.
4. Execute processing and inquiries related to Introducing Broker (IB) setup.
5. Maintain sales-related information.
6. Respond promptly to inquiries via email and Microsoft Teams chat.
7. Coordinate with various departments to resolve issues, gather feedback, and propose improvements.
8. Report errors and deficiencies in existing processes to the team leader.
9. Stay updated on process/system/activity changes to demonstrate excellence in daily work.

Requirements:

• Bachelor’s degree in Finance/Banking, Economics, Investment, Business, or related fields.
• Customer-oriented, attentive to details, compliance-focused, diligent, proactive, and able to work under pressure.
• Basic knowledge of financial markets, CFDs, Forex, or cryptocurrencies.
• Familiarity with MT4, MT5, cTrader, or other trading platforms (preferred).
• Experience supporting client inquiries and technical issues in financial services is an advantage.
• Fluent in Mandarin and English (spoken and written) to support Mandarin-speaking clients.
• Willing to work flexible hours, including market open/close times.
• Fresh graduates are welcome to apply.

Why Join Us?

• Work with top professionals in the financial industry.
• Join a dynamic, forward-thinking team.
• Contribute to impactful projects shaping the finance sector.
• Unlock growth opportunities and career advancement.

Ready to elevate your career? Apply now and become a key part of ETO Markets' success!

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