Operations Executive: Client Liaison & Onboarding

IFS Capital (Malaysia) Sdn Bhd; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A regional financial services firm is looking for an Operations Executive in Kuala Lumpur. The role includes acting as a liaison between Relationship Managers and clients, managing onboarding processes, and enhancing customer relationships. You will handle operational duties, ensure timely issuance of bank documents, and drive process improvements for operational effectiveness. Candidates should have experience in relationship management and be proficient in Microsoft Office.

Qualifications

• Proven experience in relationship management and operational support.
• Ability to handle financial receivables and reporting tasks.
• Experience in coordinating with banking services.

Responsibilities

• Liaison between Relationship Managers and clients, handling product briefings.
• Build and manage customer relationships for better understanding of services.
• Oversee daily operational tasks including reconciliation and reporting.
• Coordinate timely issuance of Bank Guarantees and Letters of Credit.
• Monitor financial receivables to ensure prompt collection.

Skills

Customer relationship management

Operational efficiency

Financial reconciliation

Tools

Microsoft Office

Job description

A regional financial services firm is looking for an Operations Executive in Kuala Lumpur. The role includes acting as a liaison between Relationship Managers and clients, managing onboarding processes, and enhancing customer relationships. You will handle operational duties, ensure timely issuance of bank documents, and drive process improvements for operational effectiveness. Candidates should have experience in relationship management and be proficient in Microsoft Office.