Client Relations Specialist

Location : Federal Territory of Kuala Lumpur, Malaysia.

Client Relations Specialist

Employer : PU Prime.

Overview

As a Senior Client Relationship Specialist, you shall be part of the anchor team to grow businesses, retain and grow profitable revenues with a portfolio of prestige clients. You believe in delivering high level of service and passion in providing professional product knowledge to our clients, fostering a best‑in‑class client experience within our Fintech brand.

Responsibilities

• Take the initiative to reach out to a group of leads / clients daily, enhance client satisfaction and build lasting relationships.
• Develop creative strategies to bring in new clients and retain existing clients.
• Provide best‑in‑class experience to both existing and new clients during onboarding, advising product solutions and following up diligently.
• Review clients’ investment portfolios and risk profiles regularly.
• Ensure all enquiries through various sources are attended to promptly.
• Understand clients’ requirements and expectations & convey accurate information / solutions efficiently.
• Update clients on product management changes as well as market trends or events.
• Maintain and update the CRM tools regularly, ensuring all leads & clients are attended to.
• Provide customer feedback, suggested solutions or recommendations to the Client Relationship Manager and stakeholders.
• Achieve monthly targets or complete any assigned tasks by the Client Relationship Manager or Team Leader.

Qualifications

Seniority level

Employment type

Job function

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