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Client Services Management
- Client Inquiries – Provide assistance to clients inquiries. This includes handling client communications via phone, email, or in-person interactions, addressing client inquiries, and providing guidance.
- Adherence to the regulators and internal policies & procedures.
- Coordinate the supporting documents with the processing hubs.
- Account Opening
- Provides guidance to the client on all the account related matters including the Trading account and CDS account inquiries.
- To ensure the completeness of the Trading Account Opening Form and CDS Opening Form together with the supporting documents.
- Settlement
- Provides guidance to the client on all the settlement related matters includes the payment mode and channel that available for client to make payment.
- Provides the client with the information such as the nearest banking branch available for the deposit on payment received over the counter for cheque, cash (below RM1,000).
- CDS/Bursa matters
- Provides guidance on all the CDS/Bursa related matters including the CDS transfer, ad hoc balances, Transmission of Title (TOT), and updating client information.
- Coordinate with the processing hubs on all the documentation and signature verification.
Sales Force (Remisier/Dealer) Support
- Remisier/Dealer Inquiries - Provide counter assistance to remisier/dealer inquiries. This includes handling remisier/dealer communications via phone, email, or in-person interactions, addressing remisier/dealer inquiries and submitting their request/issues to the dedicated processing hub.
- Collection of the documents – ensure all the completed documents received from the remisier/dealer/client to be sent out to the respective Processing Hubs in a timely manner.
Administrative Support
Handling all the branch administrative tasks by liaising with the related departments including PLD and Finance Department.
- record and maintenance of cash advance.
- coordinating logistics (between Branch Support and Processing Hubs).
- vendor billing (rental, astro, carpark and others).
- upkeep of the branch maintenance (lighting, office supplies and etc).
- liaising with building management (rental, carpark and others).
- CCTV, access card, attendance, and others.
Business Continuity Plan (BCP) Coordinator
Branch BCP Coordinator is responsible for ensuring the continuity of critical business operations in the event of a disruption.
