Job Description

Ready to be the friendly fix in a financial team? Working with us at Amazing Advisory Sdn. Bhd means helping everyday clients make clearer decisions about their money through practical, human-centred support. We are a focused advisory firm that values steady growth, accurate work, and teamwork.

As our Customer Service cum Administrator you keep the office running and clients satisfied. You will handle client enquiries, answer calls and emails, and organise meeting schedules so advisors can focus on advice. You will also maintain client files, update our CRM, prepare routine documents, and support basic back office checks to keep operations compliant and reliable.

Your Growth & Impact

• Develop stronger client communication skills by handling first-line enquiries and managing timely follow ups.
• Improve operational systems by keeping accurate records and updating the CRM so the team moves faster and with fewer errors.
• Coordinate schedules and documentation to shorten turnaround time for client requests and advisor preparation.
• Build administrative proficiency through routine document preparation, basic reconciliations, and simple reporting tasks.
• Expand your professional network by working closely with advisors, clients, and external service providers, positioning you for steady career growth within the firm.

Job Requirements

Key Responsibilities:

• Communicate and coordinate with colleagues to ensure smooth daily operations.
• Provide feedback on the efficiency of the customer service process.
• Ensure customer satisfaction by providing professional and timely support.
• Perform clerical duties, manage emails, and handle customer inquiries.
• Manage daily office administration tasks.
• Maintain proper filing systems and accurate records.
• Assist in various operational tasks as needed.

Who Can Apply:

• SPM holders and Diploma graduates are encouraged to apply!
• Fresh grads are welcome.
• Must be organized, responsible, and a team player.
• Candidates staying in Puchong are preferred.

Skills