全职 Executive, Dealing Client Service 工作, 薪水 up to MYR 4,500, CARIJOB JB Selangor 公司招聘中 - Ricebowl

Key Responsibilities

Handling Enquiries & Feedback

• Attend to client and remisier inquiries across various channels (call and WhatsApp)
• Maintain strong knowledge of the company's products, services, and policies to provide accurate information
• Respond promptly to inquiries and assess client needs to ensure satisfaction
• Escalate issues to the relevant internal teams for resolution
• Refer official complaints to the complaints committee for attention and resolution
• Maintain accurate records of client interactions, technical issues, transactions, and feedback

Web & Mobile App Support (Apexetrade, AsisEbroker, Google Business, Apex Academy, Telegram, Facebook Messenger)

• Guide clients in using the trading platform (registration, account access, navigation, and functionality)
• Keep content updated and ensure all features function correctly
• Monitor website performance to ensure smooth and efficient operation
• Carry out user acceptance testing (UAT) for system enhancements when required

Account Opening (COB/Manual) & Client Online Registration

• Follow up with new and existing clients who have registered on Apexetrade
• Follow up on Client Online Onboarding (COB) applications and ensure smooth completion
• Assist walk-in clients interested in opening an account
• Act as liaison for the collection of documents for new account openings

Activation of Online Accounts

• Verify clients' CDS portfolios, activate online access, and notify clients via email

Payment Settlement Support (Apexetrade, M2E, JomPay) & Wealth Management Call-Back

• Check and follow up with remisiers and dealers on payments
• Email the respective departments for receipting, set-off, and limit updates

Handling Scammers

• Gather information on scammers through investigation
• Submit related information to the Compliance team for reporting to the SC

Closing of Accounts

• Review each client to determine single or multiple account holdings and update records accordingly

Ad-Hoc

• Support marketing initiatives by promoting Apexetrade features through roadshows
• Assist in UAT to ensure all features are in order at go-live
• Perform additional tasks assigned by the Head of Department

Requirements

• Degree in any field
• Fresh graduates and entry-level applicants are encouraged to apply
• Prior experience in financial customer support is an added advantage
• Basic knowledge of stockbroking
• Strong integrity and sense of accountability
• Excellent communication skills with a strong service mindset and positive attitude
• Willingness to learn and ability to multitask in a fast-paced environment
• Good command of spoken English; proficiency in additional languages is an advantage
• Able to empathise with clients and remain calm under pressure
• Strong problem-solving skills with a solution-oriented approach and high attention to detail

Pay: RM3,000.00 - RM4,500.00 per month

Work Location: In person