Client Support & Operations Specialist (Fresh Grads are welcome!)

WeTrade Capital Limited; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial brokerage firm in Kuala Lumpur is seeking a Client Support & Operations Specialist. This role offers a great opportunity for fresh graduates to step into the financial markets, providing crucial support to clients and partners. Responsibilities include assisting with account setups and ensuring inter-departmental coordination. The ideal candidate possesses a degree in a relevant field and excellent communication skills in both English and Mandarin. Enjoy perks like up to 15% EPF contributions and team engagement activities.

Benefits

Up to 15% EPF Employer Contribution

Team Engagement - Monthly lunches and company events

Free-flowing snacks and beverages

Qualifications

• Fresh graduates are welcome; prior experience in customer service, brokerage or financial services is an advantage.
• Ability to work on 24/5 rotational shifts.

Responsibilities

• Provide timely and professional support via email, live chat, and other channels.
• Guide clients through the account opening process including KYC/AML.
• Address inquiries regarding trading platforms and accounts.
• Support sales and retention teams with client-related operational tasks.
• Maintain accurate records of all client interactions.

Skills

Excellent proficiency in English and Mandarin

Strong communication skills

Analytical skills

Problem-solving skills

High attention to detail

Education

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

Tools

Microsoft Excel

CRM systems

Job description

Client Support & Operations Specialist (Fresh Grads are welcome!)

In Trust We Succeed: Join us as a Client Support & Operations Specialist!

WeTrade Capital Limited is a financial broker regulated by Labuan FSA dedicated to cultivating confidence and trust amount traders, operating internationally across Southeast Asia and Latin America. WeTrade provides a secure seamless and user-friendly platform for growth in the world of trading.

Why WeTrade?

Up to 15% EPF Employer Contribution: Enjoy a generous employer contribution of up to 15% towards your Employees Provident Fund (EPF) for long-term financial security.

Team Engagement: Monthly lunches and company events.

Free-Flowing Snacks and Beverages: Unlimited sips and bites at your fingertips!

About the role

The Client Support & Operations Specialist is responsible for delivering prompt, professional, and high-quality support to clients and partners of the brokerage. This role combines client support and operational functions, including handling inquiries, account setups, assisting with agent onboarding, rebate configuration, and supporting internal coordination across departments.

This role is ideal for fresh graduates with strong communication and analytical skills or experienced candidates seeking to advance their career in the CFD and global financial markets.

Your Mission

Provide timely and professional support via email, live chat, and other communication channels.

Guide clients through the account opening process, including KYC/AML documentation and verification.

Address inquiries regarding trading platforms, accounts related, and company products.

Support sales and retention teams with client-related operational tasks.

Maintain accurate records of all client interactions and updates in CRM systems.

Account & Agent Operations

Handle trading account setups, ensuring proper configuration and functionality.

Process agent setups, including onboarding, account mapping, linking of client accounts, and rebate structure configurations.

Manage agent rebate setup, calculation, and reconciliation in collaboration with Back Office and Partner Management teams.

Monitor and verify client and agent account data to ensure accuracy and compliance.

Identify and elevate discrepancies or technical issues for resolution.

Inter-Departmental Coordination

Collaborate closely with Operations, Compliance, Finance, IT, Sales, and Partner Management teams to resolve client and agent issues.

Ensure smooth handover and communication between departments for efficient issue resolution.

Uphold internal service standards, data accuracy, and information confidentiality across all processes.

What we're looking for

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

Fresh graduates are welcome; prior experience in customer service, brokerage or financial services is an advantage.

Excellent proficiency in both English and Mandarin (spoken and written) is required to effectively communicate with Mandarin-speaking clients.

Strong communication, analytical, and problem‑solving skills with a client service orientation.

High attention to detail and accuracy in both operational and service‑related tasks.

Ability to work on 24/5 rotational shifts to cover global trading hours.

Proficiency in Microsoft Excel, CRM systems, and basic data management tools.

Join us

Join our globally expanding company and grow with us as we continue to build a future of success, united by our core belief: In Trust We Succeed.