Customer Service - Financial Industry

About the job Customer Service - Financial Industry

Company Background :

We are representing one of our multinational client, an award-winning leader in online trading and financial service industry, looking for an Customer Service Representative to be based in KL Sentral.

Job Responsibilities :

• Self-manage outbound call campaigns to offer added value services to existing and new customers. Promote sales of the companys products and services, thereby increasing deposits and developing long-term client relationships.
• Assist clients in opening individual trading accounts and provide guidance on accessing the companys online trading platforms and deposit channels. Address client inquiries regarding their trading accounts, such as the status of deposits and withdrawals.
• Assist clients in completing FX / CFD trading account documentation and review. Help clients submit or forward their uploaded onboarding documents to the operations team for final account approval and account setup.
• Conduct KYC (Know Your Customer) checks to understand clients' financial and investment backgrounds and concerns, offering resolutions to maintain client retention levels, while actively seeking upsell opportunities.
• Assist with trade audit inquiries, ensuring trades are executed correctly, investigating trade audit cases, and submitting adjustments when necessary.
• Assist clients inquiries and solve problem for the clients.

Job Requirements :

Working Hour :

Monday - Friday OR Sunday - Thursday

9 : 00am-5 : 00pm OR 10 : 00am-7 : 00pm

Salary up to RM5,000

Candidate interested may apply online or send resume at

Only shortlisted candidate will be notified.

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