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Customer Experience Specialist

  • Full Time, onsite
  • Phillip Securities Pte Ltd
  • Kuala Lumpur Customer Service - Call Centre (Call Centre & Customer Service) Full time, Malaysia
Salary undisclosed

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Daily Duties

- Client servicing and technical support through the General hotline for product, account and POEMS platforms

- Record every client’s call in POEMS Admin System

- Handling email enquiries through POEMS/TalktoPhillip

- Recommend solutions to improve client journey and streamline processes

- Updating of POEMS website information

- Logfile retrieval

- Presales referral

- Daily sharing of key feedbacks from clients among the team members

- Ensure compliance to the following:-

1) SFA Act 42 of 2001 - Notice on prevention of Money Laundering for Holders of A Capital Market Services Licence.

2) SGX-ST Rule 12.3 Customer Account and Practice Note 12.3.1 Verification Procedure in Respect of Customer's Identity

3) Central Depository Ltd - Account Maintenance Section

Weekly Duties

- Prepare and share the list of feedback gathered from clients, and suggestions to improve client journey.

- Share and update the progress in any projects participated.

Monthly Duties

- Prepare the complaint log, if any.

- Collate and analyze clients feedback on platforms issues and communicate to business development team and IT department.

- Share and update the progress in any projects participated.

Quarterly Duties

- Go through the OKRs of the department to measure how close we are towards the milestone.

Half-Yearly Duties

- Conduct the Risk Control Self-Assessment on key processes

Yearly Duties

- Review and update the Operations and Compliance Manual (OCM)

Ad-Hoc Duties

- Attend products related training and Service improvement training

- Back up for POEMS counters maintenance duty

- System testing and troubleshooting

  • Shift: 2 shifts (Night Shift : 3.00 pm till 12AM) , (Day Shift : 9.00 am to 6.00 pm) with an hour break.
  • Saturday Shift (8.30 am-1.00pm) will take half day off the following week.
  • Bilingual (English and Chinese)