• Serve as the primary point of contact for clients, addressing inquiries and providing timely assistance related to accounts.
• Build and maintain strong client relationships through effective communication, ensuring high client satisfaction and retention.
• Assist clients with account setup, maintenance, and trading activities, including placing orders and monitoring portfolio performance.
• Ensure adherence to Service Level Agreements (SLAs) and quality standards for client interactions and support.
• Coordinate with internal teams to resolve account issues and discrepancies promptly, ensuring seamless operations.
• Troubleshoot and resolve client issues related to transactions, account statements, and other account activities with empathy and professionalism.
• Escalate complex issues to appropriate internal teams or management, ensuring timely follow-up and resolution.
• Collaborate with colleagues to share insights and best practices for effective client support and issue resolution.
• Identify and escalate client complaints, high-risk transactions, and incidents to relevant teams promptly.
• Comply with all regulatory, legal, and internal policies, maintaining high standards of conduct, data security, and confidentiality at all times.
  
  
  

• Bachelor's degree in Finance or a related field.
• 1-2 years of experience in Client Services or Customer Service, preferably within the financial services industry.
• Proven ability to efficiently identify and resolve client issues.
• Strong customer service and communication skills.
• Solid understanding of financial products, services, and industry terminology.
• Ability to adapt to changing client needs, market conditions, and organizational priorities.
• Familiarity with regulatory requirements governing client interactions.
• Commitment to compliance with relevant regulations and a strong willingness to learn and adhere to industry standards.
  
  
  

• A diverse, inclusive, and supportive company culture.
• Competitive remuneration.
• Opportunity to collaborate and work with global clients and stakeholders.
• Medical benefits.
• Great Paid Leave entitlements.
• Team outings, travel opportunities, company parties/events, and other exciting activities.
• Exposure to an international environment, working with people across Malaysia, Vietnam, Thailand, the Philippines, and Australia.
• Industry and role-related training.
• Ongoing career opportunities.
  
  
  

Please refer to job description.