Overview
Client Management Executive-KL Jobs in Greater Kuala Lumpur at Doo Group
Title: Client Management Executive-KL
Company: Doo Group
Location: Greater Kuala Lumpur
Responsibilities
· Performs daily account opening and maintenance processing, including daily management of in-process, pending, and service-related activities.
· Support customer onboarding and data maintenance and work closely with Business to contribute positively on the documentation, not limited to Account Opening, Maintenance, KYC.
· Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
· Perform Introducing Broker (IB) setting related and enquiries.
· Perform sales profile maintenance.
· Respond to issues and enquiries promptly through emails and Microsoft Teams chats etc.
· Communicate and coordinate issues with various departments, collect feedback, and put forward optimization plans and implement them.
· Escalate to team leader upon detection of error and shortcomings in the existing processes.
· Excel in daily tasks by keeping up to date on changes to processes/systems/campaigns.
Requirements
· At least Degree in Finance/Banking, Business Administration, or any other related majors are preferred.
· Customer-oriented, attentive to details, compliance and control oriented, diligent, proactive and able to work under pressure.
· Ability to conduct simulation & troubleshoot on the reported cases.
· Experience in supporting client’s enquiries and technical problem in the financial services is an added advantage.
· Fluent in English, Mandarin and Indonesian; need to communicate with Chinese and Indonesian partners.
