The Customer Service Personnel is responsible for providing professional administrative and client support for financial advisory services. This role ensures smooth communication between clients, consultants, and insurance providers while maintaining high service standards and accurate documentation.

Client responsibilities include handling enquiries, maintaining records, processing transactions, and ensuring accurate documentation to deliver a smooth client experience.

Job Category: Full Time

Academic Qualification: Bachelor in Finance, Business Administration

Other Requirements

• Degree in Business Administration, Finance, Marketing, or related fields.
• 1–2 years experience in customer service, insurance, or financial services (fresh graduates may apply).
• Good communication skills in English, Bahasa Malaysia, and Mandarin (preferred).
• Strong organisational and administrative skills.
• Proficient ...