Executive, Client Services Officer

AFFIN Group; Kuala Lumpur; On-site; MYR 42,000 - 66,000; Full time

Job summary

AFFIN Group in Kuala Lumpur is seeking a diligent CSO to support the Corporate Banking Division. The role assists Relationship Managers with account monitoring, documentation coordination, and regulatory compliance to safeguard the bank’s interests.

Responsibilities include preparing financial reports, coordinating KYC reviews, liaising with LAD/BIS/Treasury, and handling post-disbursement documentation. Strong MS Office skills and independence are essential.

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) and basic operating systems (Windows, AS400).
• Strong communication and customer service skills.
• Detail-oriented with a high level of quality consciousness.
• Self-starter with initiative and the ability to work independently.
• Experienced in system and security administration.

Responsibilities

• Issuance of reminders, follow-up letters, and Letters of Support for project tenders.
• Preparation of Financial Performance Reports for internal audits.
• Compilation of monthly reports on loan origination, growth, and review extensions.
• Monitoring post-disbursement conditions and security documentation progress.
• Liaising with internal departments (e.g., LAD, BIS, Treasury) for documentation, disbursement, and compliance matters.
• Supporting RMs in their absence, including rate requests and customer communication.
• Coordinating Know Your Customer (KYC) reviews and Nostro account openings.
• Managing RMA relationships and responding to ad-hoc assignments as required.

Skills

MS Office Suite

Communication skills

Detail-oriented

Self-starter

Independent work

Tools

AS/400

Windows OS

Job description

Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Job Summary

CSO plays a pivotal support role within the Corporate Banking Division, assisting Relationship Managers (RMs) in administrative and operational tasks to ensure smooth account management and regulatory compliance. Her responsibilities span across account monitoring, documentation coordination, stakeholder liaison, and reporting, all while safeguarding the Bank’s interests.

Job Responsibilities

• Issuance of reminders, follow-up letters, and Letters of Support for project tenders.
• Preparation of Financial Performance Reports for internal audits.
• Compilation of monthly reports on loan origination, growth, and review extensions.
• Monitoring post-disbursement conditions and security documentation progress.
• Liaising with internal departments (e.g., LAD, BIS, Treasury) for documentation, disbursement, and compliance matters.
• Supporting RMs in their absence, including rate requests and customer communication.
• Coordinating Know Your Customer (KYC) reviews and Nostro account openings.
• Managing RMA relationships and responding to ad-hoc assignments as required.

Job Requirement

• Proficient in Microsoft Office (Word, Excel, PowerPoint) and basic operating systems (Windows, AS400).
• Strong communication and customer service skills.
• Detail-oriented with a high level of quality consciousness.
• Self-starter with initiative and the ability to work independently.
• Experienced in system and security administration.