Customer Service (Financial Services) - Salary up to RM5,000

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

Job summary

An established industry player in financial services is on the lookout for a Customer Service Representative to join their dynamic team. This role involves delivering exceptional service to clients through various channels, promoting products, and assisting with account management. You will engage with clients from Hong Kong and Taiwan, providing guidance on trading platforms and ensuring a smooth onboarding process. If you are passionate about customer service and eager to grow in the financial sector, this opportunity offers a vibrant work environment and the chance to develop your career in a leading firm.

Qualifications

• At least 2 years of customer service experience in the financial/trading industry.
• Strong verbal and written communication skills are essential.

Responsibilities

• Provide best-in-class service via phone, chat, and email.
• Assist clients with trading accounts and financial inquiries.

Skills

Fluent in Mandarin

Fluent in English

Customer Service Skills

Critical Thinking

Problem-Solving

Education

Diploma/Degree in any field

Job description

Customer Service (Financial Services) - Salary up to RM5,000

Company Background:

We are representing one of our multinational clients, an award-winning leader in online trading and financial service industry, looking for a Customer Service Representative to be based in Bangsar Shopping Centre, Kuala Lumpur.

Job Description:

• Provide clients with best-in-class service on phone, chats, and email.
• Self-manage outbound call campaigns to provide added value services to existing and new customers.
• Promote sales for the company’s products and services, driving up deposit amounts and developing long-term relationships with clients.
• Assist clients in opening individual trading accounts and provide guidance on accessing the company’s online trading platforms and deposit channels. Address client inquiries regarding their trading accounts, such as deposit and withdrawal processing status.
• Assist clients to complete individual FX/CFD trading account documentation and review. Help clients submit or forward uploaded onboarding documents to the operations team for final account approval and account setup.
• Conduct KYC to understand client financial and investment backgrounds and concerns, offer resolutions to maintain client retention levels, while actively looking for upsell opportunities.
• Stay alert with global financial news and intelligently articulate financial and market-related concepts as well as the company’s products and services to clients to offer general trading opportunities.
• Assist with trade audit inquiries, ensure trades are executed correctly, investigate trade audit cases, and submit adjustments.
• Go beyond customer service. Skillfully probe, listen, and understand client needs to provide resources and solutions to improve clients' trading experience and results.
• Consistently take initiative to learn about the markets, FX industry, and new company platforms and products.
• Be a team player and proactively collaborate with the Financial Services Team to manage time, resources, volume, and customer feedback.
• Consistently achieve departmental and individual metrics.

Job Requirements:

• Bilingual - Fluent in Mandarin and English (written and verbal) - Role requires handling clients from Hong Kong and Taiwan.
• At least a Diploma/Degree in any field.
• At least 2 years of Customer Service experience in the financial/trading industry.
• Must have strong verbal and written communication skills.
• Critical thinking and problem-solving skills.
• Enthusiastic about customer service, analysis, and problem-solving.
• Career-minded and interested in long-term career growth.

Additional Info:

• Working Days: Mon - Fri (9am-6pm / 10am-7pm)
• Nearest MRT: MRT Pusat Bandar Damansara

Interested candidates may apply or send their resumes to revathiy(at)talentrecruit.com.my or ryan(at)talentrecruit.com.my.