Customer Service - Financial Industry

Company Background:

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

Job Responsibilities:

1. Self-manage outbound call campaigns to offer added value services to existing and new customers. Promote sales of the company's products and services, thereby increasing deposits and developing long-term client relationships.
2. 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 the status of deposits and withdrawals.
3. 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.
4. 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.
5. Assist with trade audit inquiries, ensuring trades are executed correctly, investigating trade audit cases, and submitting adjustments when necessary.
6. Assist client inquiries and solve problems for the clients.

Job Requirements:

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

Working Hours:

Monday - Friday OR Sunday - Thursday

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

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

Only shortlisted candidates will be notified.