Wealth Management Client Services Specialist

RBC

Kuala Lumpur

On-site

MYR 42,000 - 62,000

Full time

16 hours ago

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Job summary

RBC in Malaysia is seeking a Customer Service Associate within Wealth Management to support client transactions and respond to inquiries. The role emphasizes clear communication, accurate record-keeping, and addressing complaints with timely follow-up.

Candidates should be comfortable handling financial instruments and payments, collaborating with teams to deliver excellent service and client satisfaction. Strong attention to detail and reliability are essential in this full-time, on-site

Qualifications

Experience in client-facing banking services and inquiries.
Ability to analyze customer requests and ensure accuracy.
Strong record-keeping and follow-up skills.

Responsibilities

Assists clients with client transaction fulfillment.
Responds to client inquiries regarding bank products and services via phone or emaill; obtains and analyzes the validity of a customer's requests/complaints.
Resolves complaints from clients pertaining to banking services and provides follow-up calls when necessary.
Keeps records of all customer interactions, including inquiries, complaints, actions taken, etc., as well as banking service transactions performed.