Client Management Executive (OPEN TO FRESH GRADUATES!)

Ultima Markets; Kuala Lumpur; On-site; MYR 39,000 - 67,000; Full time

Job summary

Ultima Markets in Kuala Lumpur is seeking a Sales Support Specialist to assist the sales team with client onboarding, account setup, rebates, and inquiries, while routing complex issues to Backend Operations. You will maintain client data, support campaigns with Marketing, prepare performance reports, and look for ways to improve processes.

Fluency in Chinese and English and a Finance/Business degree are required; forex knowledge is a plus; readiness for flexible shifts including evenings and

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Excellent verbal and written communication in Chinese and English.
• Basic understanding of forex systems and products.
• Familiarity with Microsoft Office tools (Excel, PowerPoint).
• Willingness to learn and strong coordination and problem-solving skills.
• High attention to detail and data accuracy.
• Willingness to work flexible shifts including afternoons/evenings and weekends.

Responsibilities

• Assist in responding to sales team inquiries on trading and account matters; assist with client account setup, system access, rebate claims, and commissions queries.
• Maintain and update the client database with timely, accurate data entry.
• Maintain and update sales SOPs, toolkits, and onboarding documents; prepare performance reports for management.
• Coordinate with Marketing to support campaigns and promotions; relay system/account requests to Backend Operations for timely resolution.

Skills

Communication skills

Coordination

Time management

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Microsoft Office

Job description

Ultima Markets is a secure and regulated CFD trading gateway, offering access to 1,000+ instruments, including Forex, Commodities, Indices, and Stocks, to clients in over 170 countries. Founded in 2016, we are the Official Regional Partner of FC Internazionale Milano and the first CFD broker to support the UN Global Compact. We operate globally through entities regulated by the FCA, FSCA, and FSC, and in 2025 were honoured with 50+ global awards, including Best CFD Broker Global 2025.

To learn more about our company, please visit our website: https://www.ultimamarkets.com.

Job Description:

• Assist in responding to sales team inquiries on trading and account matters, including client account setup, system access, rebate claims, and commission clarifications; escape inquiries to the Backend Operations Team for further investigation when needed.
• Assist in maintaining and updating the client database, ensuring timely and accurate data entry.

2. Knowledge Management & Process Improvement

• Assist in maintaining and updating sales SOPs, toolkits, and client onboarding documents to reflect the latest processes and standards.
• Assist in preparing performance reports related to sales support operations for management review, when necessary.
• Research and suggest ideas to improve team efficiency, when required.

3. Cross-Department Coordination

• Coordinate with the Marketing team to support campaigns and promotions, ensuring consistent execution and accurate client communication.
• Assist other teams by relaying system/account-related requests to the Backend Operations Team for timely resolution.

Job Requirements:

• Bachelor’s degree in Finance, Business, Economics, or a related field; prior experience or internship in the finance or fintech industry is a plus.
• Excellent verbal and written communication skills in both Chinese and English, with the ability to convey information clearly in a fast-paced, cross-border environment.
• Basic understanding of forex systems and products is highly desirable.
• Familiarity with tools such as Microsoft Office (e.g. Excel, PowerPoint)
• Strong willingness to learn, with good coordination, time management, and problem-solving skills.
• High attention to detail, accuracy, and accountability when handling client or transactional data.
• Willingness to work on flexible shifts, including afternoon shifts (up to 10PM, GMT+8), midnight shifts (up to 12AM, GMT+8), and weekend shifts as required.