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Operations Specialist – Client On Boarding

RM 3,300 - RM 4,300 / month

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Client On boarding (COB)

  • Manages Account Setup via a series of integrated processes and systems and conducts prospect/client account setup tasks.
  • To set up, amend and review customer numbers for all trade/ insurance related counterparties in internal databases.
  • To create and issue customer numbers in Marsh systems for all countries in Asia except Japan
  • Support the COB Relationship manager in capturing and maintaining client servicing preferences and provide progress status updates.
  • Liaises with regional teams, country / global colleagues and business contacts if research requires further investigation, or if new additions are identified to be added to the master repository.
  • Perform sanction screening for clients in several jurisdictions to fulfill country KYC requirements.
  • Completes entity matching of new and updated client/prospect business information against global database to minimize duplicates.
  • Maintain data accuracy and consistency in the customer management database while also supporting the filing of documents.
  • Act as a point of contact for stakeholders in ensuring they are up to date with relevant internal policies and procedures related to client on boarding and data standards in the customer management system
  • Take the lead on projects and process improvement initiatives
  • To perform User Acceptance Testing (UAT) following any system changes.

Job Types: Contract, Fresh graduate
Contract length: 12 months

Pay: RM3,300.00 - RM4,300.00 per month

Benefits:

  • Health insurance
  • Professional development

Schedule:

  • Monday to Friday

Work Location: In person