Customer Experience Specialist

Phillip Securities Pte Ltd; Kuala Lumpur; On-site; MYR 58,000 - 87,000; Full time

Job summary

PhillipCapital is seeking a Customer Experience Specialist in Kuala Lumpur to engage with advisors and clients across wealth management channels. You will assist onboarding, manage inquiries, and support trade submissions while learning RPA-based process improvements.

The role emphasizes independence, attention to detail, and strong communication in Mandarin and English. This position aligns with Singapore hours and involves collaboration with multiple market segments, including retail and

Qualifications

• Ability to work independently with minimal supervision.
• Organised, detail oriented with strong follow-up abilities.
• Willingness to acquire new technical competencies and knowledge.
• Finance education background preferred, English-based universities preferred.
• 1–3 years of relevant work experience preferred.
• Excellent communication in Mandarin and English is required.

Responsibilities

• Support Wealth Management growth in B2B and B2C channels by engaging with advisors and clients.
• Manage client interactions across retail and corporate segments.
• Conduct manual system checks for ad-hoc projects and monitoring.
• Address service enquiries on the B2B FAME platform and collect feedback for improvements.
• Assist with account onboarding and timely trade submissions.
• Generate standard and customised analytical reports for channels and partners.
• Learn and perform basic troubleshooting for RPA processes to improve efficiency.

Skills

Independent work

Attention to detail

Communication

Mandarin language

English language

Education

Diploma or degree in any discipline

Finance qualifications (English-based universities)

Tools

B2B FAME platform

Job description

Support Wealth Management growth in B2B and B2C channels by engaging with advisors and clients.

Manage client interactions across various market segments, including retail and corporate.

Conduct manual system checks for ad-hoc projects as part of the monitoring and follow-up process.

Address service enquiries on the B2B FAME platform and collect feedback for platform improvement.

Apply knowledge of client onboarding requirements and regulations.

Assist with account onboarding and trade submissions within set timeframes.

Maintain familiarity with equities and wealth management products.

Generate standard and customised analytical reports for channels and B2B partners to inform decision-making.

Learn to execute and perform basic troubleshooting for Robotics Process Automation (RPA) processes.

Develop skills in RPA and related technologies to improve process efficiency.

Requirements:

Ability to work independently and complete tasks with minimal supervision.

Organised, attentive to detail, and demonstrates strong follow-up abilities.

Willingness to acquire new technological competencies and knowledge.

Possession of a recognised diploma or degree in any discipline; finance qualifications from English-based universities are preferred.

At least 1-3 years of relevant work experience is preferred.

Effective communication and interpersonal skills in both M-andarin and English are core requirements. We are seeking candidates proficient in M-andarin to effectively communicate with M-andarin-speaking clients.

Working hours align with Singapore’s standard business hours (9a.m.-6p.m.) and public holidays.

Unlock job insights

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Your application will include the following questions:

• How many years' experience do you have in a wealth management?
• How would you rate your Mandarin language skills?
• What's your expected monthly basic salary?
• Which of the following statements best describes your right to work in Malaysia?
• Which of the following types of qualifications do you have?
• How many years' experience do you have as a Customer Experience Specialist?
• Do you have customer service experience?
• Which of the following languages are you fluent in?

PhillipCapital is a group of companies which offers a full range of quality and innovative financial services to retail, corporate and institutional customers. We operate in the financial hubs of 16 countries, with offices in Singapore, United Kingdom, USA, France, China, Hong Kong, Thailand, Japan, Australia, Malaysia, Indonesia, Turkey, Sri Lanka, India, Dubai and Cambodia.

PhillipCapital is a group of companies which offers a full range of quality and innovative financial services to retail, corporate and institutional customers. We operate in the financial hubs of 16 countries, with offices in Singapore, United Kingdom, USA, France, China, Hong Kong, Thailand, Japan, Australia, Malaysia, Indonesia, Turkey, Sri Lanka, India, Dubai and Cambodia.

What can I earn as a Customer Experience Specialist