Client Management Executive (Financial Service)
Job title: Client Management Executive (Financial Service)
Company:
Job description: Join Doo Group – Explore Better Future Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together! Looking for a New Challenge Join Us as We Expand Globally! As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth. DOO you have what it takes Responsibilities Performs daily account opening and maintenance processing, including daily management of in-process, pending, and service-related activities. Support customer onboarding and data maintenance and work closely with Business to contribute positively on the documentation, not limited to Account Opening, Maintenance, KYC. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives. Perform Introducing Broker (IB) setting related and enquiries. Perform sales profile maintenance. Respond to issues and enquiries promptly through emails and Microsoft Teams chats etc. Communicate and coordinate issues with various departments, collect feedback, and put forward optimization plans and implement them. Escalate to team leader upon detection of error and shortcomings in the existing processes. Excel in daily tasks by keeping up to date on changes to processes/systems/campaigns. Requirements At least Degree in Finance/Banking, Business Administration, or any other related majors are preferred. Fresh Graduate is strongly encouraged to apply. Candidates with 1-2 years of relevant working experience in the stockbroking/ securities operations, Investment Banking or Funds services operations are preferred. Customer-oriented, attentive to details, compliance and control oriented, diligent, proactive and able to work under pressure. Ability to conduct simulation & troubleshoot on the reported cases. Experience in supporting client’s enquiries and technical problem in the financial services is an added advantage. Good command in both English and Mandarin is a MUST as you will deal with Chinese counterparts. What’s awaiting you after becoming part of the Doo family 13th months salary and performance bonus Up to 16% EPF contribution Rewarding career development with regional exposures Continuous Team Building activities Festive seasons and monthly birthday celebrations Monthly teatime and lucky draw sessions Quarterly Best Employee Award Medical, Dental and Optical benefits Wellbeing coverage Free-flow snacks and drinks in office pantry Smart casual working attire Young, vibrant and open work culture Show more Show less
Expected salary:
Location: Kuala Lumpur
Job date: Sat, 29 Mar 2025 23:22:29 GMT
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