Customer Service - Financial Industry

Talent Recruit; Kuala Lumpur; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking a Customer Service Representative in Kuala Lumpur. The role involves managing client inquiries, assisting with account openings, and conducting KYC checks. Candidates should have a Bachelor’s degree in finance/accounting and at least 2 years of relevant experience. Fluency in English and Mandarin is required. The position offers a competitive salary with shift arrangements.

Qualifications

• 2 years of working experience as customer service in financial related industry.
• Willing to work based on shift arrangement.

Responsibilities

• Self-manage outbound call campaigns to promote sales and develop client relationships.
• Assist clients in opening trading accounts and addressing inquiries.
• Conduct KYC checks to maintain client retention levels.

Skills

Customer service in financial industry

Communication in English and Mandarin

KYC procedures

Education

Bachelor's Degree in accounting/finance or relevant field

Job description

About the job Customer Service - Financial Industry

Company Background:

We are representing one of our multinational client, an award-winning leader in online trading and financial service industry, looking for an Customer Service Representative to be based in KL Sentral.

Job Responsibilities:

• Self-manage outbound call campaigns to offer added value services to existing and new customers. Promote sales of the companys products and services, thereby increasing deposits and developing long-term client relationships.
• Assist clients in opening individual trading accounts and provide guidance on accessing the companys online trading platforms and deposit channels. Address client inquiries regarding their trading accounts, such as the status of deposits and withdrawals.
• Assist clients in completing FX/CFD trading account documentation and review. Help clients submit or forward their uploaded onboarding documents to the operations team for final account approval and account setup.
• Conduct KYC (Know Your Customer) checks to understand clients' financial and investment backgrounds and concerns, offering resolutions to maintain client retention levels, while actively seeking upsell opportunities.
• Assist with trade audit inquiries, ensuring trades are executed correctly, investigating trade audit cases, and submitting adjustments when necessary.
• Assist clients inquiries and solve problem for the clients.

Job Requirements:

• At least with a Bachelor's Degree in accounting/ finance or any relevant field.
• Minimum 2 years of working experience as customer service in financial related industry.
• Willing to work based on shift arrangement.
• Able to speak and write English and Mandarin (Due to business nature)

Working Hour:

Monday - Friday OR Sunday - Thursday

9:00am-5:00pm OR 10:00am-7:00pm

Salary up to RM5,000

Candidate interested may apply online or send resume at [e-mail]

Only shortlisted candidate will be notified.