Key Responsibilities
Handling Enquiries & Feedback
- Attend to client and remisier inquiries across various channels (call and WhatsApp)
- Maintain strong knowledge of the company's products, services, and policies to provide accurate information
- Respond promptly to inquiries and assess client needs to ensure satisfaction
- Escalate issues to the relevant internal teams for resolution
- Refer official complaints to the complaints committee for attention and resolution
- Maintain accurate records of client interactions, technical issues, transactions, and feedback
Web & Mobile App Support (Apexetrade, AsisEbroker, Google Business, Apex Academy, Telegram, Facebook Messenger)
- Guide clients in using the trading platform (registration, account access, navigation, and functionality)
- Keep content updated and ensure all features function correctly
- Monitor website performance to ensure smooth and efficient operation
- Carry out user acceptance testing (UAT) for system enhancements when required
Account Opening (COB/Manual) & Client Online Registration
- Follow up with new and existing clients who have registered on Apexetrade
- Follow up on Client Online Onboarding (COB) applications and ensure smooth completion
- Assist walk-in clients interested in opening an account
- Act as liaison for the collection of documents for new account openings
Activation of Online Accounts
- Verify clients' CDS portfolios, activate online access, and notify clients via email
Payment Settlement Support (Apexetrade, M2E, JomPay) & Wealth Management Call-Back
- Check and follow up with remisiers and dealers on payments
- Email the respective departments for receipting, set-off, and limit updates
Handling Scammers
- Gather information on scammers through investigation
- Submit related information to the Compliance team for reporting to the SC
Closing of Accounts
- Review each client to determine single or multiple account holdings and update records accordingly
Ad-Hoc
- Support marketing initiatives by promoting Apexetrade features through roadshows
- Assist in UAT to ensure all features are in order at go-live
- Perform additional tasks assigned by the Head of Department
Requirements
- Degree in any field
- Fresh graduates and entry-level applicants are encouraged to apply
- Prior experience in financial customer support is an added advantage
- Basic knowledge of stockbroking
- Strong integrity and sense of accountability
- Excellent communication skills with a strong service mindset and positive attitude
- Willingness to learn and ability to multitask in a fast-paced environment
- Good command of spoken English; proficiency in additional languages is an advantage
- Able to empathise with clients and remain calm under pressure
- Strong problem-solving skills with a solution-oriented approach and high attention to detail
Pay: RM3,000.00 - RM4,500.00 per month
Work Location: In person