Financial Services Representative

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia J-Recruit Recruitment Agency Full time
Job Summary:

We are seeking a highly skilled and customer-focused professional to join our award-winning customer service team. As a key member of our team, you will play a vital role in supporting both retail clients and financial advisers.

Work Arrangement: Physical office-based work arrangement with flexibility of 10 days WFH allowance per annum

Key Responsibilities:
  • Resolve client requests and inquiries through calls, emails, and live chats related to account opening, security quotes, orders, client portfolios, share transfers, corporate actions, product offerings, and services on the Online Trading platform.
  • Maintain client accounts and coordinate with internal departments to effectively address client queries.
  • Engage in project work as needed.
  • Participate in outbound calling as required.
  • Provide customer training and troubleshooting support.
  • Stay updated on products and offerings through briefings, training, product write-ups, and other materials.
  • Escalate complex issues, such as complaints, to the appropriate officer.
  • Pursue continual education on the ASX.
Requirements:
  • Fresh graduates are encouraged to apply. We welcome Degree holders from any field, with a preference for candidates from Finance, Investment, and accounting backgrounds.
  • The company sponsors the broker's certification exam, with a salary increase of up to RM1k upon obtaining certification (3 papers).
  • Additional benefits include transport allowance and parking claims for those on AU/US shift schedules.
  • Monday to Friday working schedule with weekends off. Candidates working on Malaysian public holidays will receive replacement leave.
  • Public transport-friendly location - KL ECO City.
Benefits & Others:
  • Dental Insurance, Performance Bonus, Transportation Allowance, Work from Home, Insurance.
  • Career Progression: They can move into different roles, both lateral and promotional. They can be leaders in the department, SMEs or lateral move to another department.
  • Benchmarking Profile: CIMB Investment Bank.
  • Company sponsors the broker's certification exam: Salary adjustment upon completed examinations 3 times up to RM1k in base, successful passed internal examination (3 cert/stage), candidate who can passed earlier will enjoyed adjustment sooner).


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