_{19th June, 2025}

Our client, a well-established company formation and business services firm, is seeking a Sales Coordinator to support their sales and operations teams by managing client documentation, ensuring smooth communication, and helping drive process efficiency across the board. This role plays a vital part in maintaining high service standards and supporting the overall customer journey from start to finish.

Key Responsibilities:

• Maintain accurate and organized client records, ensuring timely updates in Zoho CRM
• Support Sales Advisors in following up on EDD and CDD documents from clients
• Communicate delays or concerns to clients and assist in resolving issues
• Coordinate with Compliance and Operations teams to fulfill client requirements
• Guide clients through KYC video processes via Teams and troubleshoot issues
• Handle visa documentation, ensuring clients are informed, prepared, and updated throughout the process
• Perform name checks in the absence of BSAs and ensure information accuracy
• Monitor application statuses, update reports, and assist with ongoing document submissions
• Communicate with internal teams to ensure smooth processing and resolve any bottlenecks
• Track and manage full refund inquiries and FDR requests, ensuring adherence to company policy
• Provide regular reporting on closed sales, pending documents, and client interactions
• Uphold a professional and courteous attitude in all client-facing interactions

Qualifications & Skills:

• Bachelor’s Degree
• Minimum of 1 year experience in a similar industry or client support role
• Proficient in MS Office and Zoho CRM
• Strong email and phone communication etiquette
• Excellent attention to detail and organizational skills
• Confident in creating PowerPoint presentations and reports
• Goal-driven with a proactive, problem-solving mindset
• Fluent in English

If you're someone who thrives on accuracy, enjoys supporting both clients and internal teams, and brings positive energy to the workplace, we’d love to hear from you.

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