Client Services Analyst
ITA Asia Limited
- Kuala Lumpur
- Permanent
- Full-time
- Following procedures to processing new business/plan application, enter detail and accurate information, and create account accordingly in the company Software Tools.
- Performing and ensuring 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.
- Evaluating all products by assessing the risks according to company guidelines and regulations.
- Investigating all information and ensures timely escalation of alerts to the appropriate parties for further review.
- Liaising with Regulatory Compliance Officer for advice and other business units for information where required.
- Advising clients on the progress of their applications/requests.
- Following up the request on rider added from existing clients.
- Performing any incoming changes request.
- Applying or adapting knowledge (obtained from training) to the task at hand.
- Assisting general inquiries from client or broker via phone or written in a professional and courteous manner.
- Performing other responsibilities and duties periodically assigned by supervisor/manager.
- You possess at least a Degree/Diploma in Accounting, Finance, Business Admin or a related field qualifications.
- You have at least 2-3 years relevant hands-on experience in client services, insurance industry, banking and financial institution.
- You have experience specialize in Anti-Money Laundering, Customer Due Diligence and Know Your Customer (AML/CDD/KYC) will be added advantage.
- Fresh graduated are encouraged to apply, training will be provided.
- You are computer literate, especially in Excel / Word.
- You have excellent command of written and spoken in English and Japanese or Russian to be able to liaise effectively to different stakeholders across the region.
- Permanent Resident Pass, Residence Pass, spouse visa or dependents visa will be an added advantage.
- You have sense of responsibility and patience.
- You demonstrate strong analytical skills, data literacy, and attention to detail.
- Join a well known brand within Insurance
- A role that offers a breadth of learning opportunities
- Work in a company with a solid track record of performance