Client Services Executive (Associate/Senior)

Ascentium Max Sdn Bhd; Petaling Jaya; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading company in client services is seeking a Client Services Executive to support clients throughout their onboarding and service journey. The role is ideal for professionals with 2–3 years of experience in client servicing or account coordination, focusing on ensuring client satisfaction and coordinating service delivery. Key responsibilities include assisting with onboarding, managing service progress, and tracking client feedback. Strong attention to detail and communication skills are essential.

Qualifications

• 2–3 years of experience in client servicing, account coordination, or customer success.
• Strong attention to detail and communication skills.
• Proficiency in English (written and spoken).

Responsibilities

• Assist BD Managers in completing onboarding documentation, KYC checks, and account setup.
• Track deliverables against SLAs and follow up with internal teams.
• Serve as a point of contact for operational updates and basic queries.
• Distribute and compile NPS/CSAT surveys.
• Identify potential service needs and flag opportunities to BD.

Skills

Attention to detail

Communication skills

Client servicing

Proactive attitude

Education

Degree in Business, Management, Communications or related fields

Job description

Client Services Executive (Associate/Senior)

Ascentium Max Sdn B – Damansara, Selangor

The Client Success Executive supports clients throughout their onboarding and service journey with InCorp. This role ensures smooth coordination across internal teams, timely delivery of commitments, and proactive follow‑up to maintain a high standard of client satisfaction. It also contributes to client health tracking and the Voice of Customer initiative. The role is suited for a detail‑oriented professional with 2–3 years of experience seeking to build a career in client relationship management.

Key Responsibilities

1. Client Onboarding Support
   • Assist BD Managers in completing onboarding documentation, KYC checks, and account setup.
   • Coordinate with corporate secretarial, accounting, payroll, and tax teams to ensure timely onboarding.
   • Maintain onboarding trackers and CRM updates.
   • Support clients with orientation on service milestones and expectations.
2. Service Delivery Coordination
   • Track deliverables against SLAs and follow up with internal teams.
   • Escalate potential delays to the Client.
   • Prepare monthly service progress summaries.
   • Ensure documentation and client records remain updated.
3. Client Communication and Feedback
   • Serve as a point of contact for operational updates and basic queries.
   • Conduct satisfaction check‑ins after onboarding or major deliverables.
   • Log and elevate client issues for resolution.
   • Track all feedback in CRM or feedback management systems.
4. Voice of Customer (VoC) Support
   • Distribute and compile NPS/CSAT surveys.
   • Consolidate feedback, testimonials, and escalation logs.
   • Coordinate with Marketing for testimonials and case studies.
   • Prepare quarterly VoC summary reports.
5. Cross‑Selling Awareness (Supportive Role)
   • Identify potential service needs and flag opportunities to BD.
   • Attend product training sessions to understand service offerings.
   • Track bundled service areas relevant to clients.

Key Performance Indicators (KPIs)

• VoC: Survey completion rate and insights logged.
• Cross‑Sell Referrals: Number of qualified opportunities flagged.

Qualifications / Requirements

• Degree in Business, Management, Communications or related fields.
• 2–3 years of experience in client servicing, account coordination, or customer success.
• Strong attention to detail and communication skills.
• Proficiency in English (written and spoken).
• Proactive, dependable, and eager to grow professionally.