Client Engagement Executive

2 weeks ago

Kuala Lumpur, Malaysia StashAway Malaysia Full time

**About Job**

**Key Responsibilities**
- Understands core CE tasks (product-related queries, simple performance-related questions, and client calls) and can work with mínimal guidance on tickets.
- Able to understand more complicated processes and issues and work through them with the team.
- Confident with the suite of products offered to users and can provide guidance to clients exploring investment options.
- Responsible for themselves and collaborating with their peers in CX across different offices.
- Begins to specialise in more technical CE tickets and taking more ownership of projects. Examples pf projects include onboarding conversion of premium sign-ups, welcome journey management, CRM Automation and competitor analysis

**Projects you might work on**
- Welcome Journey (Welcome Call, 1M and 2M Investor Conversion) using HubSpot automations
- Check-in CRM Automation (6-month interval)
- MY App Reviews & NPS Plotline Surveys
- Competitor's Analysis

**Accountability of the role**
- Achieving onboarding conversion and investor engagement targets for premium clients.
- Ensuring all client interactions reflect the company’s brand values and service excellence standards.
- Maintaining accurate CRM records for all client interactions and follow-ups.
- Acting as the voice of the premium client segment in internal discussions, advocating for their needs and expectations.
- Delivering actionable insights from client feedback to improve service and platform features.

**Benefits**

**Employee financial and physical well-being**
- Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
- Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).
- Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

**Flexible work arrangements and policies**
- Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
- Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

**Learning and development opportunities**

**Team bonding budget and initiatives**
- Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
- Annual off-site (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

Pay: RM3,250.00 - RM4,000.00 per month

**Benefits**:

- Health insurance
- Opportunities for promotion
- Professional development

Application Question(s):

- What is your expected salary?

Work Location: In person

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