Client Services Analyst
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Job Description:
- Follow procedures to processing new business/plan application, enter detail and accurate information, and create account accordingly in the company Software Tools
- To perform and ensure the risks are accessed in accordance with the company guidelines and Anti-Money Laundering (AML) requirements, and determine whether to accept, modify or decline the application.
- Process all necessary Know Your Customer (KYC) and Customer Due Diligence (CDD)
- Evaluate all products by assessing the risks according to company guidelines and regulations.
- To investigate all information and ensures timely escalation of alerts to the appropriate parties for further review.
- Liaise with Regulatory Compliance Officer for advice and other business units for information where required.
- Advise clients on the progress of their applications/requests.
- Follow up the request on rider added from existing clients.
- To perform any incoming changes request.
- Apply or adapt knowledge (obtained from training) to the task at hand.
- Assist general inquiries from client or broker via phone or written in a professional and courteous manner.
- Perform other responsibilities and duties periodically assigned by supervisor/manager.
Job Requirements:
- Candidate must possess at least a Degree/Diploma in Accounting, Finance, Business Admin or a related field qualifications.
- Experience candidate must have at least 2-3 years relevant hands-on experience in client services, insurance industry, banking and financial institution.
- With experience specialize in Anti-Money Laundering, Customer Due Diligence and Know Your Customer (AML/CDD/KYC) will be added advantage.
- Proficiency in MS Office - Word, Excel and Outlook.
- Excellent command of written and spoken in English and Mandarin (華語)
- Additional specialize language such as Japanese or Russian will be an added advantage. Native Japanese/Russian speaker candidates are encouraged to apply (open for holders of Spousal visa).
- Sense of responsibility and patience.
- Demonstrate strong analytical skills, data literacy, and attention to detail.
- Fresh graduates are encouraged to apply as training will be provided.
Job Info:
- Positions are available at Federal Territory of Kuala Lumpur and/or Federal Territory of Labuan.
- Operation hours from Monday to Friday, 8 am to 5 pm.
- We offer attractive benefit perks to the successful candidates.
Details of Benefits:
Health Insurance - All confirmed employees are covered under the Company’s Medical and Life Benefits. The coverages are based on the number of years of service in the Company.
Dental Insurance - All confirmed employees are covered under the Company’s Group Dental Benefits. The coverages are based on the number of years of service in the Company.
Corporate Meals - The Company will provide daily free breakfast and luncheon for all its employees.
Corporate Events - The Company will host periodic gatherings and team-building events in appreciation of employees’ team effort.
Corporate Training - All confirmed employees will get the opportunity to attend corporate training to enhance their skills set and ensure their professional development.
Health Screening - All confirmed employees who have served the Company for a period are covered under the Company’s Health Screening Corporate Packages annually as a preventive health measure.
Vision Benefit - All confirmed employees who have served the Company for a period are covered under the Company’s Vision Benefits – Prescription Eyeglasses packages.
Job Types: Full-time, New-Grad
Pay: RM3,500.00 - RM6,000.00 per month
Benefits:
- Dental insurance
- Health insurance
- Maternity leave
- Meal provided
- Opportunities for promotion
- Professional development
- Vision insurance
Supplemental Pay:
- Overtime pay
- Performance bonus
Expected Start Date: 11/01/2024