Client Management Executive-KL

Doo Group; Kuala Lumpur; On-site; MYR 56,000 - 89,000; Full time

Job summary

Doo Group in Kuala Lumpur, Malaysia seeks a detail-oriented finance onboarding specialist to manage daily account opening and maintenance, ensuring accurate in-process, pending, and service-related tasks. The role supports onboarding, data maintenance, and KYC initiatives.

Responsibilities include responding to inquiries via email and Teams, coordinating with departments, collecting feedback, and escalating issues to the team lead when necessary.

Qualifications

• At least a Degree in Finance/Banking, Business Administration, or related majors.

Responsibilities

• Perform daily account opening and maintenance processing including in-process, pending, and service-related activities.

Skills

Customer service

Attention to detail

Compliance and control

Proactive

Communication

Education

Degree in Finance/Banking

Degree in Business Administration

Tools

MS Excel

Job description

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.
• Fluent in English, Mandarin and Indonesian; need to communicate with Chinese and Indonesian partners.