Client Management Executive
2 months ago
Operations
- Attend to stakeholders enquiries and process all submitted documents relating to shareholder services
- Receive, check, sort, record and process all documents received from shareholder(s) or lodging agent(s) in accordance with the necessary procedures
- Acknowledge and issue receipt(s) to shareholder(s) or lodging agent(s)
- Ensure documents and forms are replenished
- Promptly, accurately, professionally and courteously receive all telephone calls and enquiries and direct and/or relay and record messages accordingly.
- Process corporate actions, transfers, replacement cheques / certificates, proxy votes, and any other Client / Shareholders' instructions
- Support client Shareholders' Meetings - registration and polling services
- Proactive participation in projects
- Proactive participation in User Acceptance Tests
- Proactive updating of clients' information in the appropriate systems
Client Servicing
- Know Your Client by developing an in-depth knowledge of their industry and key contacts
- Develop effective and differentiating servicing techniques that will serve to set us apart in the market and to build and maintain client loyalty
- Proactively contact and communicate with clients regarding needs, experience and preferences according to a predetermined program. File all correspondences.
- Identify opportunities to provide value added services to clients
- Follow and be aware the importance of:
- meeting current Service Level Agreements (SLAs),
- minimizing operational risk,
- resolving queries and complaints are efficiently and effectively with the necessary planning, and
- completing training to facilitate changes to the current environment, new clients and improvements to the service delivery for existing clients
- Escalate problems, errors and omissions to be dealt with immediately and in the most appropriate manner
- Coordinate the change of current business processes, procedures, and external party interactions to facilitate the requirements of new clients. This will involve interaction directly with Clients and other Boardroom entities
- Assist Senior Manager / Manager with the communication to all stakeholders at every level internally and externally
- Assist in following up on outstanding and doubtful debts
**Job Types**: Full-time, Permanent, Fresh graduate
Pay: RM2,700.00 - RM3,500.00 per month
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