Trust & Client Services Executive

2 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia ZTJX Consultancy Sdn Bhd Full time 30,000 - 60,000 per year

The Trust & Client Services Executive supports the Sales Manager in managing client relationships, handling documentation, and coordinating between departments to ensure efficient service delivery. This role involves client communication, proposal preparation, and follow-up on company incorporation and licensing processes. The ideal candidate is detail-oriented, organized, and possesses excellent communication skills in English and Mandarin. Fresh graduates with a strong interest in client servicing are welcome — full training will be provided.

Responsibilities:

1. Client Communication & Relationship Management

  • Handle day-to-day communication with prospects and existing clients in a professional and timely manner.
  • Understand and identify client needs, and report to the Sales Manager.
  • Assist in preparing corporate proposals, quotations, and service presentations for prospective clients.
  • Support the Sales Manager in client onboarding, KYC collection, and documentation coordination.
  • Maintain excellent client relationships through proactive follow-up and service updates.

2. Sales & Business Support

  • Work closely with the Sales Manager to support sales leads and conversion efforts.
  • Coordinate with internal departments (company secretarial, compliance, finance, and operations) to ensure client enquiries are handled efficiently.
  • Track and update the progress of client applications and report status updates to the Sales Manager.
  • Assist in organizing sales meetings, webinars, or client briefings when required.

3. Documentation & Application Coordination

  • Prepare and complete forms and documentation related to company incorporation, licensing, and company setup.
  • Liaise with the related department such as company secretarial, compliance, accounting, and operations to ensure smooth processing of company operation.
  • Verify the accuracy and completeness of client-submitted documents before submission.
  • Maintain proper filing and documentation for each client's service record in accordance with internal compliance policies.

4. ERP & Data Management

  • Update and maintain the ERP system to ensure all client interactions, leads, and follow-ups are accurately recorded.
  • Maintain detailed communication logs, ensuring timely follow-up and professional correspondence with clients.

5. Administrative & Coordination Support

  • Coordinate client service requests with the relevant internal teams to ensure efficient service delivery.
  • Support in the preparation of marketing materials, client onboarding kits, and sales documentation.
  • Provide general administrative support to the Sales Manager and Sales Department.

Qualifications & Requirements

  • Diploma or Degree in Business Administration, Marketing, Finance, Economic, Accounting, Engineering or related field.
  • At least 1–3 years of experience in client servicing, sales coordination, or trust/corporate services.
  • Strong interpersonal and communication skills with a client-first attitude.
  • Excellent command of both English and Mandarin (spoken and written) is compulsory.
  • Familiar with Labuan business structures, incorporation procedures, and trust services is an added advantage. Training is provided.
  • Detail-oriented, well-organized, and able to manage multiple tasks independently.
  • Proficient in Microsoft Office and CRM systems.
  • Fresh candidates are welcome (training provided)

Job Types: Full-time, Fresh graduate

Pay: RM3, RM5,000.00 per month

Benefits:

  • Opportunities for promotion
  • Professional development

Work Location: In person

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