Client Services Analyst (Labuan)

Full time

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Responsibilities:

• Follow procedures to process new business/plan applications, enter detailed and accurate information, and create accounts accordingly in the company software tools.
• Perform and ensure the risks are assessed in accordance with 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.
• Investigate all information and ensure timely escalation of alerts to the appropriate parties for further review.
• Liaise with the Regulatory Compliance Officer for advice and other business units for information where required.
• Advise clients on the progress of their applications/requests.
• Follow up on requests for riders added from existing clients.
• Perform any incoming change requests.
• Apply or adapt knowledge obtained from training to the task at hand.
• Assist with general inquiries from clients or brokers via phone or in writing 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.
• Experience candidates must have at least 2-3 years of relevant hands-on experience in client services, insurance industry, banking, and financial institutions.
• Experience specializing in Anti-Money Laundering, Customer Due Diligence, and Know Your Customer (AML/CDD/KYC) will be an added advantage.
• Fresh graduates are encouraged to apply; training will be provided.
• Computer literate, especially in Excel and Word.
• Excellent command of written and spoken English and Mandarin (華語). We are seeking candidates proficient in Mandarin to effectively communicate with Mandarin-speaking clients.
• Essential typing skills in English and Mandarin (華語).
• Sense of responsibility and patience.
• Demonstrate strong analytical skills, data literacy, and attention to detail.
• Please note that this position is based in Labuan.

Job Info:

• Operations hours from Monday to Friday, 8:00 am to 5:00 pm.
• Free daily breakfast and luncheon.
• We offer attractive benefit perks to 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 skill 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.