Client Management Executive (OPEN TO FRESH GRADUATES!)

Ultima Markets; Kuala Lumpur; On-site; MYR 36,000 - 48,000; Full time

Job summary

A dynamic multi-asset trading platform is seeking a professional for sales administrative and operational support. The ideal candidate will possess a degree in Finance or a related field, and have excellent communication skills in Chinese and English. Responsibilities include assisting the sales team with inquiries, maintaining client databases, and coordinating campaigns with the Marketing team. A strong attention to detail and a basic understanding of forex products are essential. Flexible working hours, including weekends, may be required.

Qualifications

• Prior experience or internship in the finance or fintech industry is a plus.
• Willingness to work flexible shifts including weekends.

Responsibilities

• Assist in responding to sales team inquiries on trading and account matters.
• Maintain and update the client database ensuring timely data entry.
• Assist in maintaining and updating sales SOPs and client onboarding documents.
• Prepare performance reports related to sales support operations.
• Coordinate with the Marketing team to support campaigns and promotions.

Skills

Excellent verbal and written communication skills in Chinese and English

Basic understanding of forex systems and products

Strong willingness to learn

Coordination, time management, and problem-solving skills

High attention to detail

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

Microsoft Office (Excel, PowerPoint)

Job description

Who Are Us?

Ultima Markets is a dynamic multi-asset trading platform specializing in the fintech and forex sectors. Founded in 2016, we are dedicated to providing innovative financial solutions that empower our clients to excel in a competitive marketplace.

Our platform offers access to over 250 CFD financial instruments, including Forex, Commodities, Indices, and Shares, catering to investors from all walks of life. At Ultima Markets, we foster a collaborative and inclusive work environment where innovation is encouraged. Our team members benefit from professional development opportunities and the chance to work with industry leaders in fintech. If you are passionate about driving change in the financial sector and want to be part of a growing company, we invite you to apply.

Please visit our website: https://www.ultimamarkets.com.

Job Description:

1. Sales Administrative & Operational Support

• Assist in responding to sales team inquiries on trading and account matters, including client account setup, system access, rebate claims, and commission clarifications; elevate 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.