Client Management Executive

15 hours ago

Klang, Selangor, Malaysia Boardroom Corporate Services Sdn Bhd Full time 40,000 - 80,000 per year

Business / Management Activity

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),

minimising 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

  1. Function - Specific Activity

Carry out any other duties / projects that may from time to time be assigned by Managers / Senior Managers / Director

  1. People Management Activity

Work in collaboration with SRS colleagues to meet client requirement

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