Customer Service - Financial Industry

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

Job summary

A multinational leader in online trading seeks a Customer Service Representative in Kuala Lumpur. The role involves managing client relationships, assisting with account setup, and conducting KYC checks. Candidates must possess a Bachelor's degree in finance or related fields, and have experience in customer service, especially in the financial sector.

Qualifications

• At least 2 years in customer service, preferably in finance.
• Proficient in English and Mandarin.
• Willing to work shifts.

Responsibilities

• Self-manage outbound call campaigns to promote sales.
• Assist clients in opening trading accounts and provide guidance.
• Conduct KYC checks and handle trade audit inquiries.

Skills

Customer Relationship Management

Communication

Problem Solving

Sales

Education

Bachelor's Degree in accounting/finance

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 Kuala Lumpur.

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

Candidate interested may apply online or send resume at Jessica(at)talentrecruit.com.my

Only shortlisted candidate will be notified.