Client Services Executive

Kuala Lumpur, Kuala Lumpur Neara

Posted 4 days ago

Job Viewed

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Job Description

StashAway is a leading digital wealth management platform that empowers individuals to invest intelligently. We are committed to providing exceptional customer service and support to our clients. We are seeking a highly motivated and experienced Client Service Subject Matter Expert to join our growing team. As a key member of the Client Service Department, you will be responsible for providing exceptional support to our Client Services team, resolving queries, and ensuring a positive client experience. Your deep understanding of banking and financial principles will be crucial in providing accurate and helpful information to our clients.

As a Subject Matter Expert (SME) in our Client Service team, you will play a crucial role in providing expert support and guidance to our users and client services team. You will be responsible for handling complex customer inquiries, resolving issues, and ensuring a seamless user experience.

Responsibilities:

Client Support:

Provide first-line support to clients via various channels (phone, email, chat)

Handle complex client inquiries, complaints, and requests in a timely and professional manner

Troubleshoot and resolve client issues related to account access, transactions, investment strategies, and other platform functionalities

Client Service Team Support:

Address agent inquiries regarding ticket and call handling procedures

Handle first-level escalation calls from clients

Maintain and update the knowledge base to reflect process changes

Communicate if there is any product and process or changes updates to the team

Run training/refresher for the team whenever it would be deemed necessary

Ticket assignment to agents and task segregation on daily

Product Knowledge:

Possess a deep understanding of StashAway's investment products and services, including portfolio management, risk profiles, and investment strategies

Stay abreast of market trends and financial regulations to provide informed and accurate advice to clients and team members

Work closely with other team members and departments to ensure seamless client experience and efficient issue resolution

Participate in knowledge sharing and training sessions to enhance team expertise

Process Improvement:

Identify areas for improvement in client service processes and contribute to the development of solutions

Stay updated on industry best practices and emerging technologies in customer service

Requirements

Diploma / Degree in any relevant field.

At least 2-3 years of working experience in compliance or AML teams, audit/quality assurance function within the financial services industry/fintech/consulting.

Knowledge of AML regulations and experience in CDD, KYC, and EDD processes.

Strong analytical skills with attention to detail and accuracy.

Excellent verbal and written communication skills, with the ability to interact effectively across departments.

Employee financial and physical well-being

Compensation package: You will receive a competitive total compensation package that includes employee stock options.

Comprehensive insurance coverage: OPD, IPD, and dental (conditions apply)

Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Flexible work arrangements and policies

Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.

Learning and development opportunities

You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Annual off-site

Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

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Client Services Manager

Kuala Lumpur, Kuala Lumpur Cushman & Wakefield

Posted 10 days ago

Job Viewed

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Job Description

Join to apply for the Client Services Manager role at Cushman & Wakefield

Job Description Summary

Cushman & Wakefield is a trusted partner for Occupiers and Investors to manage their capital expenditure and project delivery in Asia Pacific. By seeing things differently, we anticipate market changes and are first to capitalize, ensuring clients and the business can be what’s next in their respective sectors. The Project & Development Services team offer a full suite of offerings from Project Management, Cost Management, Building Consultancy, MEP Design, Workplace, Interior Design, Programme Management Office (PMO) and Design & Build to our clients. This position will focus on contributing to the continued growth of the Project & Development Services (PDS) division which has more than doubled top line revenue since 2016. There is a road map in place to double the size of the division again and fundamental to that growth plan is the success of a dedicated sales division. The Client Services Manager is an active team member who will be connected to our PDS leadership, various non-PDS divisions within Cushman & Wakefield to develop internal sales opportunities and importantly the general market plus our existing extensive client base. As a market facing leader in the PDS service line for the region, this role maintains critical client relationships at local, regional, and global levels and represents the Cushman & Wakefield brand in the industry.

Job Details

Job Title
Client Services Manager

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Business Development and Sales

Responsibilities

  • Maintain a significant, visible, and respected sales leadership presence across the PDS service line in the industry and external marketplace.
  • Maintain and act as a connector across service lines and local countries within SEA to ensure the overall success of the inter-connected Investor and Occupier services we provide to our clients, maximizing cross sell and share of wallet opportunities.
  • Build and maintain a culture of trust, sense of opportunity and positive morale for the broader organization across the PDS service line.
  • Working with the PDS Country Head and/or Regional Directors prepare the annual sales plan for PDS SEA.
  • Agree with the PDS Country Head and/or Regional Directors to develop clear and measurable financial and individual performance objectives for which they are held accountable.
  • Work closely with team members to provide strategic sales activity specifically with the local Client Services leads.
  • On a monthly basis, review the sales performance with the PDS Country Head and/or Regional Directors.
  • Actively advocate the ONEPDS ethos across the PDS service line and to wider Cushman & Wakefield service lines.
  • Work with the PDS Country Head and/or Regional Directors on continued developmental feedback to continually raise the bar on expectations and performance.
  • Maintain awareness of new industry developments, the external competitive landscape, opportunities for growth, client trends and market dynamics.

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Client Services Executive

Kuala Lumpur, Kuala Lumpur StashAway

Posted 12 days ago

Job Viewed

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Job Description

StashAway Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Overview

StashAway is a leading digital wealth management platform that empowers individuals to invest intelligently. We are committed to providing exceptional customer service and support to our clients. We are seeking a highly motivated and experienced Client Service Subject Matter Expert (SME) to join our growing team. As a key member of the Client Service Department, you will be responsible for providing exceptional support to our Client Services team, resolving queries, and ensuring a positive client experience. Your deep understanding of banking and financial principles will be crucial in providing accurate and helpful information to our clients. As a SME in our Client Service team, you will play a crucial role in providing expert support and guidance to our users and client services team. You will be responsible for handling complex customer inquiries, resolving issues, and ensuring a seamless user experience.

Responsibilities
  • Provide first-line support to clients via various channels (phone, email, chat).
  • Handle complex client inquiries, complaints, and requests in a timely and professional manner.
  • Troubleshoot and resolve client issues related to account access, transactions, investment strategies, and other platform functionalities.
  • Address agent inquiries regarding ticket and call handling procedures.
  • Handle first-level escalation calls from clients.
  • Maintain and update the knowledge base to reflect process changes.
  • Communicate product or process changes to the team.
  • Run training/refresher sessions for the team as needed.
  • Ticket assignment to agents and daily task segregation.
  • Possess a deep understanding of StashAway's investment products and services, including portfolio management, risk profiles, and investment strategies.
  • Stay abreast of market trends and financial regulations to provide informed and accurate advice to clients and team members.
  • Work closely with other team members and departments to ensure a seamless client experience and efficient issue resolution.
  • Participate in knowledge sharing and training sessions to enhance team expertise.
  • Identify areas for improvement in client service processes and contribute to the development of solutions.
  • Stay updated on industry best practices and emerging technologies in customer service.
Requirements
  • Diploma or Degree in any relevant field.
  • At least 2–3 years of working experience in compliance or AML teams, audit/quality assurance within financial services/fintech/consulting.
  • Knowledge of AML regulations and experience in CDD, KYC, and EDD processes.
  • Strong analytical skills with attention to detail and accuracy.
  • Excellent verbal and written communication skills, with the ability to interact effectively across departments.
Benefits
  • Employee financial and physical well-being
    • Competitive total compensation package including employee stock options.
    • Comprehensive insurance coverage: OPD, IPD, and dental (conditions apply).
    • Management fee discount for employees investing with StashAway.
    • Personal work equipment budget to support your optimal workstation.
  • Flexible work arrangements and policies
    • Unlimited paid annual leave; you are free to take more or fewer days as needed, within work accountability.
    • Work-from-anywhere policy: remote work for up to eight weeks in another country.
  • Learning and development opportunities
    • Annual Learning and Development budget to support professional and personal development.
  • Annual off-site
    • Company-wide day for team bonding activities and challenges.
Seniority and employment
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Marketing and Sales
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Client Services Coordinator

Kuala Lumpur, Kuala Lumpur BSI

Posted 19 days ago

Job Viewed

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Job Description

We exist to create positive change for people and the planet. Join us and make a difference too!

Client Services Coordinator

Malaysia – Kuala Lumpur, office based

About the role

Our Client Services Coordinator (CSC) Team within Regulatory Services (RS) is looking for a Client Services Coordinator who services a global client base of internal and external clients; creates, manages and maintains the master client data; completes the end-to-end delivery of set up and maintenance of client certification requirements; and works alongside the technical team to deliver as per regulatory and business requirements.

Responsibilities:

  • Create and maintain client master data. Adhering to process rules, regulatory framework and applying best practice you will create/maintain client data across all RS schemes such as ISO 13485, regulation and directive.
  • Manage invoicing. Manage invoice credits, queries and deliver resolutions.
  • Create and maintain jobs.
  • Provide mock certificates to clients.
  • Action compliance data reports.
  • Create certificate data in accordance with EUDAMED guidance & local government requirements. Deliver Certificate Release – final quality control review step pre issuing the certificate to the client.
  • Receive and respond to client queries.
  • Manage client cancellation/suspension/refusal/withdrawal process Plan, prioritise and deliver work according to customer need and SLA’s.
  • Plan, prioritise and deliver work according to customer need and SLA’s.
  • Communicate across multiple teams and stakeholders within RS to effectively deliver required service such as – Sales, Technical Specialists, Finance, Planning, Project Coordinators and Operation Project Managers.

To be successful in the role, you will have:

  • Excellent data management and organisation skills, with exceptional attention to detail.
  • Experience in invoicing and query resolution.
  • Ability to effectively communicate at all levels of the business internally and externally.
  • Computer literacy and familiar with commonly used software tools (e.g. Windows, Excel, Word) and ability to learn BSI systems e.g. SAP, Darwin, Pointglobal.
  • Ability to plan and prioritise tasks according to importance to the client and business needs.
  • Experience from a regulatory background, similar role or work experience would be beneficial.

BSI offers a competitive total reward package, an independent and varied job in an international environment, flexible working hours, ongoing training and development with the inclusion of 16-days annual leave, paid sick leave, bank holidays, group hospitalisation and surgical insurance, life insurance, transport allowance (dependent on role), internet and/or phone allowance, paid maternity leave, paid paternity leave, paid marriage leave, paid bereavement leave, learning and development opportunities, and a wide range of flexible benefits that you can tailor to suit your lifestyle.

Do you believe the world deserves excellence?

We are proud to be the business improvement company for other organisations to become more sustainable and resilient and finally to inspire trust in their products, systems, services, and the world we live in.

Headquartered in London, BSI is the world's first national standards organisation with more than 100 years of experience. We are a global partner for 86,000 companies and organizations in over 193 countries.

If you want to contribute to this inspiring challenge, bring your open and enthusiastic mindset to our dynamic team, apply now and become part of the BSI family!

D&I Policy

BSI is committed to ensuring the diversity of our workforce reflects that of our clients and the communities in which we operate. Our goal is to create a sense of belonging for all employees by providing opportunities to develop, grow, and engage with our global organisation all while having fun doing great work. BSI is a community where everyone can thrive.

#LI-onsite #LI-LH1

About Us

BSI is a business improvement and standards company and for over a century BSI has been recognized for having a positive impact on organizations and society, building trust and enhancing lives.

Today BSI partners with more than 77,500 clients in 195 countries and engages with a 15,000 strong global community of experts, industry and consumer groups, organizations and governments.
Utilizing its extensive expertise in key industry sectors - including automotive, aerospace, built environment, food and retail, and healthcare - BSI delivers on its purpose by helping its clients fulfil theirs.
Living by our core values of Client-Centricity, Agility, and Collaboration, BSI provides organizations with the confidence to grow by partnering with them to tackle society’s critical issues – from climate change to building trust in digital transformation and everything in between - to accelerate progress towards a better society and a sustainable world.

BSI is an Equal Opportunity Employer dedicated to fostering a diverse and inclusive workplace.

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Client Services Manager

Kuala Lumpur, Kuala Lumpur Cushman & Wakefield

Posted 10 days ago

Job Viewed

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Job Description

Join to apply for the

Client Services Manager

role at

Cushman & Wakefield Job Description Summary Cushman & Wakefield is a trusted partner for Occupiers and Investors to manage their capital expenditure and project delivery in Asia Pacific. By seeing things differently, we anticipate market changes and are first to capitalize, ensuring clients and the business can be what’s next in their respective sectors. The Project & Development Services team offer a full suite of offerings from Project Management, Cost Management, Building Consultancy, MEP Design, Workplace, Interior Design, Programme Management Office (PMO) and Design & Build to our clients. This position will focus on contributing to the continued growth of the Project & Development Services (PDS) division which has more than doubled top line revenue since 2016. There is a road map in place to double the size of the division again and fundamental to that growth plan is the success of a dedicated sales division. The Client Services Manager is an active team member who will be connected to our PDS leadership, various non-PDS divisions within Cushman & Wakefield to develop internal sales opportunities and importantly the general market plus our existing extensive client base. As a market facing leader in the PDS service line for the region, this role maintains critical client relationships at local, regional, and global levels and represents the Cushman & Wakefield brand in the industry. Job Details Job Title Client Services Manager Seniority level Mid-Senior level Employment type Full-time Job function Business Development and Sales Responsibilities Maintain a significant, visible, and respected sales leadership presence across the PDS service line in the industry and external marketplace. Maintain and act as a connector across service lines and local countries within SEA to ensure the overall success of the inter-connected Investor and Occupier services we provide to our clients, maximizing cross sell and share of wallet opportunities. Build and maintain a culture of trust, sense of opportunity and positive morale for the broader organization across the PDS service line. Working with the PDS Country Head and/or Regional Directors prepare the annual sales plan for PDS SEA. Agree with the PDS Country Head and/or Regional Directors to develop clear and measurable financial and individual performance objectives for which they are held accountable. Work closely with team members to provide strategic sales activity specifically with the local Client Services leads. On a monthly basis, review the sales performance with the PDS Country Head and/or Regional Directors. Actively advocate the ONEPDS ethos across the PDS service line and to wider Cushman & Wakefield service lines. Work with the PDS Country Head and/or Regional Directors on continued developmental feedback to continually raise the bar on expectations and performance. Maintain awareness of new industry developments, the external competitive landscape, opportunities for growth, client trends and market dynamics.

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Client Services Executive

Kuala Lumpur, Kuala Lumpur StashAway

Posted 12 days ago

Job Viewed

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Job Description

StashAway Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Overview StashAway is a leading digital wealth management platform that empowers individuals to invest intelligently. We are committed to providing exceptional customer service and support to our clients. We are seeking a highly motivated and experienced Client Service Subject Matter Expert (SME) to join our growing team. As a key member of the Client Service Department, you will be responsible for providing exceptional support to our Client Services team, resolving queries, and ensuring a positive client experience. Your deep understanding of banking and financial principles will be crucial in providing accurate and helpful information to our clients. As a SME in our Client Service team, you will play a crucial role in providing expert support and guidance to our users and client services team. You will be responsible for handling complex customer inquiries, resolving issues, and ensuring a seamless user experience.

Responsibilities

Provide first-line support to clients via various channels (phone, email, chat).

Handle complex client inquiries, complaints, and requests in a timely and professional manner.

Troubleshoot and resolve client issues related to account access, transactions, investment strategies, and other platform functionalities.

Address agent inquiries regarding ticket and call handling procedures.

Handle first-level escalation calls from clients.

Maintain and update the knowledge base to reflect process changes.

Communicate product or process changes to the team.

Run training/refresher sessions for the team as needed.

Ticket assignment to agents and daily task segregation.

Possess a deep understanding of StashAway's investment products and services, including portfolio management, risk profiles, and investment strategies.

Stay abreast of market trends and financial regulations to provide informed and accurate advice to clients and team members.

Work closely with other team members and departments to ensure a seamless client experience and efficient issue resolution.

Participate in knowledge sharing and training sessions to enhance team expertise.

Identify areas for improvement in client service processes and contribute to the development of solutions.

Stay updated on industry best practices and emerging technologies in customer service.

Requirements

Diploma or Degree in any relevant field.

At least 2–3 years of working experience in compliance or AML teams, audit/quality assurance within financial services/fintech/consulting.

Knowledge of AML regulations and experience in CDD, KYC, and EDD processes.

Strong analytical skills with attention to detail and accuracy.

Excellent verbal and written communication skills, with the ability to interact effectively across departments.

Benefits

Employee financial and physical well-being

Competitive total compensation package including employee stock options.

Comprehensive insurance coverage: OPD, IPD, and dental (conditions apply).

Management fee discount for employees investing with StashAway.

Personal work equipment budget to support your optimal workstation.

Flexible work arrangements and policies

Unlimited paid annual leave; you are free to take more or fewer days as needed, within work accountability.

Work-from-anywhere policy: remote work for up to eight weeks in another country.

Learning and development opportunities

Annual Learning and Development budget to support professional and personal development.

Annual off-site

Company-wide day for team bonding activities and challenges.

Seniority and employment

Seniority level: Associate

Employment type: Full-time

Job function: Marketing and Sales

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Client Services Coordinator

Kuala Lumpur, Kuala Lumpur BSI

Posted 14 days ago

Job Viewed

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Job Description

We exist to create positive change for people and the planet. Join us and make a difference too! Client Services Coordinator Malaysia – Kuala Lumpur, office based About the role Our Client Services Coordinator (CSC) Team within Regulatory Services (RS) is looking for a

Client Services Coordinator

who services a global client base of internal and external clients; creates, manages and maintains the master client data; completes the end-to-end delivery of set up and maintenance of client certification requirements; and works alongside the technical team to deliver as per regulatory and business requirements. Responsibilities: Create and maintain client master data. Adhering to process rules, regulatory framework and applying best practice you will create/maintain client data across all RS schemes such as ISO 13485, regulation and directive. Manage invoicing. Manage invoice credits, queries and deliver resolutions. Create and maintain jobs. Provide mock certificates to clients. Action compliance data reports. Create certificate data in accordance with EUDAMED guidance & local government requirements. Deliver Certificate Release – final quality control review step pre issuing the certificate to the client. Receive and respond to client queries. Manage client cancellation/suspension/refusal/withdrawal process Plan, prioritise and deliver work according to customer need and SLA’s. Plan, prioritise and deliver work according to customer need and SLA’s. Communicate across multiple teams and stakeholders within RS to effectively deliver required service such as – Sales, Technical Specialists, Finance, Planning, Project Coordinators and Operation Project Managers. To be successful in the role, you will have: Excellent data management and organisation skills, with exceptional attention to detail. Experience in invoicing and query resolution. Ability to effectively communicate at all levels of the business internally and externally. Computer literacy and familiar with commonly used software tools (e.g. Windows, Excel, Word) and ability to learn BSI systems e.g. SAP, Darwin, Pointglobal. Ability to plan and prioritise tasks according to importance to the client and business needs. Experience from a regulatory background, similar role or work experience would be beneficial. BSI offers a competitive total reward package, an independent and varied job in an international environment, flexible working hours, ongoing training and development with the inclusion of 16-days annual leave, paid sick leave, bank holidays, group hospitalisation and surgical insurance, life insurance, transport allowance (dependent on role), internet and/or phone allowance, paid maternity leave, paid paternity leave, paid marriage leave, paid bereavement leave, learning and development opportunities, and a wide range of flexible benefits that you can tailor to suit your lifestyle. Do you believe the world deserves excellence? We are proud to be the business improvement company for other organisations to become more sustainable and resilient and finally to inspire trust in their products, systems, services, and the world we live in. Headquartered in London, BSI is the world's first national standards organisation with more than 100 years of experience. We are a global partner for 86,000 companies and organizations in over 193 countries. If you want to contribute to this inspiring challenge, bring your open and enthusiastic mindset to our dynamic team, apply now and become part of the BSI family! D&I Policy BSI is committed to ensuring the diversity of our workforce reflects that of our clients and the communities in which we operate. Our goal is to create a sense of belonging for all employees by providing opportunities to develop, grow, and engage with our global organisation all while having fun doing great work. BSI is a community where everyone can thrive. #LI-onsite #LI-LH1 About Us BSI is a business improvement and standards company and for over a century BSI has been recognized for having a positive impact on organizations and society, building trust and enhancing lives.

Today BSI partners with more than 77,500 clients in 195 countries and engages with a 15,000 strong global community of experts, industry and consumer groups, organizations and governments. Utilizing its extensive expertise in key industry sectors - including automotive, aerospace, built environment, food and retail, and healthcare - BSI delivers on its purpose by helping its clients fulfil theirs. Living by our core values of Client-Centricity, Agility, and Collaboration, BSI provides organizations with the confidence to grow by partnering with them to tackle society’s critical issues – from climate change to building trust in digital transformation and everything in between - to accelerate progress towards a better society and a sustainable world. BSI is an Equal Opportunity Employer dedicated to fostering a diverse and inclusive workplace.

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About the latest Customer service representatives Jobs in Kuala Lumpur !

Client Services Executive

Kuala Lumpur, Kuala Lumpur Neara

Posted 14 days ago

Job Viewed

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Job Description

StashAway is a leading digital wealth management platform that empowers individuals to invest intelligently. We are committed to providing exceptional customer service and support to our clients. We are seeking a highly motivated and experienced Client Service Subject Matter Expert to join our growing team. As a key member of the Client Service Department, you will be responsible for providing exceptional support to our Client Services team, resolving queries, and ensuring a positive client experience. Your deep understanding of banking and financial principles will be crucial in providing accurate and helpful information to our clients.

As a Subject Matter Expert (SME) in our Client Service team, you will play a crucial role in providing expert support and guidance to our users and client services team. You will be responsible for handling complex customer inquiries, resolving issues, and ensuring a seamless user experience. Responsibilities:

Client Support: Provide first-line support to clients via various channels (phone, email, chat) Handle complex client inquiries, complaints, and requests in a timely and professional manner Troubleshoot and resolve client issues related to account access, transactions, investment strategies, and other platform functionalities Client Service Team Support: Address agent inquiries regarding ticket and call handling procedures Handle first-level escalation calls from clients Maintain and update the knowledge base to reflect process changes Communicate if there is any product and process or changes updates to the team Run training/refresher for the team whenever it would be deemed necessary Ticket assignment to agents and task segregation on daily Product Knowledge: Possess a deep understanding of StashAway's investment products and services, including portfolio management, risk profiles, and investment strategies Stay abreast of market trends and financial regulations to provide informed and accurate advice to clients and team members Work closely with other team members and departments to ensure seamless client experience and efficient issue resolution Participate in knowledge sharing and training sessions to enhance team expertise Process Improvement: Identify areas for improvement in client service processes and contribute to the development of solutions Stay updated on industry best practices and emerging technologies in customer service Requirements

Diploma / Degree in any relevant field. At least 2-3 years of working experience in compliance or AML teams, audit/quality assurance function within the financial services industry/fintech/consulting. Knowledge of AML regulations and experience in CDD, KYC, and EDD processes. Strong analytical skills with attention to detail and accuracy. Excellent verbal and written communication skills, with the ability to interact effectively across departments. Employee financial and physical well-being Compensation package: You will receive a competitive total compensation package that includes employee stock options. Comprehensive insurance coverage: OPD, IPD, and dental (conditions apply) Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway. Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are. Flexible work arrangements and policies Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year. Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country. Learning and development opportunities You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work. Annual off-site Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

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Client Services Specialist (Japanese)

Kuala Lumpur, Kuala Lumpur Axi

Posted 3 days ago

Job Viewed

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Job Description

Overview

Axi WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

6 days ago Be among the first 25 applicants

Please note that we will only be able to accept candidates who have the appropriate rights and documentation for employment in Malaysia.

Who We Are

Axi is a leading global provider of margin and deliverable Foreign Exchange, Contracts for Difference (CFDs), and Financial Spread betting. Our business has evolved into a world-class, multifaceted brokerage with offices in six regions. With heavy investment in the latest trading technology, Axi seeks to offer the most comprehensive end-to-end trading experience available, servicing traders of all levels from beginners to institutional-level clients.

Role Snapshot

As a Client Services Specialist, you will play a pivotal role in delivering exceptional customer service and ensuring client satisfaction. You will serve as a key point of contact for our valued clients, providing them with expert guidance, resolving issues, and building strong relationships.

Your EDGE Assignment / You Will
  • Be the primary point of contact for clients, delivering personalized support and addressing their inquiries, concerns, and requests in a timely, empathetic, and professional manner.
  • Proactively and effectively manage and follow up on the inquiries/complaints of current/prospective clients in accordance with established internal policies and department SOPs.
  • Perform trade investigation/validation/affirmation for MT4.
  • Escalate any cash adjustments required and compliance issues.
  • Collaborate with internal teams within the Retail Services Division, Settlements and Compliance, to deliver a highly personalized client experience.
  • Understand customers' needs and convert constructive feedback to management.
  • Manage escalations to Senior managers and relevant stakeholders as appropriate.
  • Ensure adherence to quality standards, regulatory requirements, and protocols while meeting KPI and SLA consistently both individually and as a team.
  • Be the subject matter expert with Axi's trading products and platforms and keep up to date on general market conditions to attend inquiries and provide first-class trading experience.
Are you the one?
  • Proven experience in a customer service role, preferably within the financial services industry.
  • Excellent communication and interpersonal skills with the ability to empathize with clients.
  • Strong verbal and written communication skills in English and Japanese.
  • Strong problem-solving abilities and a keen attention to detail.
  • Ability to work well in a team environment and collaborate effectively with colleagues and other departments.
  • Proficiency in using CRM and service desk systems, preferably Zendesk and Salesforce.
  • Ability to multitask and prioritize workload in a fast-paced environment.
  • Commitment to continuous learning and professional development.
  • Self-driven and proactive mindset, not afraid of taking on challenges or responsibilities.
  • This role entails the need for the candidate to be able to work on rotating day shift and weekend shifts.
Axi's bag of delights
  • Competitive and attractive compensation.
  • Extensive learning opportunities, such as professional training and certifications and soft skills development.
  • 21 annual leave days per year.
  • Health Insurance
Axi's interview journey
  • Talent Acquisition Interview (45 minutes)
  • Take Home Assessment (1 day)
  • Hiring Manager Interview (1 hour)

We want to inform all prospective candidates that Axi's designated Employer of Records (EOR) in Malaysia is TDCX. As part of our commitment to legal compliance, all Axi Malaysia employees will be officially working under TDCX Malaysia.

Please note that our organization works with recruitment agencies on a pre-approved basis only. A recruitment agency that wishes to submit candidate profiles or resumes for consideration must obtain prior written consent from our talent acquisition team. We do not accept unsolicited resumes from recruitment agencies, and we will not be responsible for any fees related to unsolicited resumes. Should we receive an unsolicited resume from a recruitment agency that does not have prior written consent, we will not be responsible for the payment any fees related to the recruitment of the candidate represented in the unsolicited resume.

At Axi, we prioritise creating a workplace that upholds fairness and respect for all. We encourage every individual within our community to contribute towards a culture where everyone feels a sense of belonging and is treated with the dignity they deserve. We make all employment-related decisions—whether in hiring, compensation, training, performance reviews, or termination—based on merit and without bias, ensuring equal opportunities for everyone. We consciously work to identify and overcome any unconscious biases, with a commitment to fostering an inclusive environment where every employee and candidate feels genuinely welcomed and valued.

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Senior Executive, Client Services

Kuala Lumpur, Kuala Lumpur M Moser Associates

Posted 21 days ago

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Job Description

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Community Manager, GBA & Talent Acquisition Support

M Moser Associates

M Moser Associates, an award-winning AEC firm offering integrated solutions in spatial design, engineered environments, and project delivery, is expanding our Kuala Lumpur team. We are looking for a motivated and relationship-driven Senior Executive, Client Services to support our client engagement efforts and contribute to business development across Malaysia’s evolving workplace market.

This is an exciting opportunity for a motivated individual looking to take the next step in their career. Working alongside senior team members and subject matter experts, you’ll gain exposure to both strategic planning and hands-on execution, with a clear pathway to grow into a client development leadership role.

Role Summary

As a Senior Executive, Client Services , you will be an integral part of our marketing and business development team, supporting new client acquisition, managing key relationships, and coordinating the preparation of business proposals and tenders. You will collaborate with design, costing, and project delivery teams to ensure client needs are translated effectively into actionable opportunities.

While much of your focus will be on execution, this role also calls for a confident communicator who is comfortable presenting ideas and engaging with both internal teams and external stakeholders. You will have the opportunity to further develop your strategic thinking and progressively take ownership of initiatives. Staying informed about market shifts and maintaining an active presence in the industry through networking and research will be key to your success. We are looking for someone who is not only a team player, essential in our highly collaborative culture, but also self-motivated, proactive, and driven to stay ahead of trends and conversations in the workplace and real estate space.

Key Responsibilities

  • Function as a key liaison between clients, prospects, and internal teams ensuring timely, professional, and effective communication throughout the business development cycle.
  • Support the identification and tracking of new opportunities in the corporate interiors market, including maintaining relationships with end-users, agents, landlords, and partners.
  • Assist in the development and coordination of compelling tender submissions, proposal decks, and presentation material while collaborating closely with design, costing, and delivery teams.
  • Maintain and organise business development pipelines using HubSpot CRM, ensuring accurate, up-to-date reporting for management.
  • Help facilitate internal and external meetings, preparing materials and follow-ups to support client engagement and conversion efforts.
  • Contribute to the creation of marketing content, case studies, and communication materials that strengthen M Moser’s brand positioning.
  • Participate in industry networking events, client presentations, and industry gatherings to build visibility and confidence in client-facing environments.
  • Stay informed about market trends, workplace design developments, and client needs to proactively bring insights back to the team.

Qualifications & Experience

  • 5–7 years of experience in client services, marketing, or business development ideally in architecture, interior design, commercial real estate, or construction.
  • Bachelor’s degree in a related field.
  • Proficient in Microsoft Office (Word, Excel, PowerPoint); familiarity with Adobe Creative Suite (InDesign, Photoshop, Illustrator) is a plus.
  • Working knowledge of HubSpot CRM or similar tools for managing contacts and opportunities.
  • Fluent in written and spoken English, with strong attention to detail and a proactive communication style.

What You’ll Bring & Develop

  • A collaborative mindset - comfortable working across disciplines and time zones in a collaborative, feedback-rich culture.
  • Self-motivation and initiative - the ability to push yourself to stay connected, network within the industry, and stay informed about emerging opportunities and client needs.
  • A foundation in communication, coordination, and relationship management - with the drive to develop strategic thinking and business insight over time.
  • A keen sense of ownership and adaptability, with the ability to manage multiple priorities and timelines.
  • A growing interest in workplace transformation and how design can support the needs of modern businesses.

To Apply

If you're looking to grow your career in a purpose-driven, creative, and collaborative environment and are excited about shaping the future of workplace design, please submit your CV and a short cover letter or portfolio link highlighting your experience and aspirations for this role.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service, Design, and Project Management
  • Industries Design Services

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