Purpose
The Client Service Assistant is accountable for the
day to day creation of new member accounts and supporting the sales team when
on-boarding new clients. The role will deliver operational effectiveness
ensuring TAT on client creation is prompt for excellent client experience at
first touch point.
Primary Responsibilities
- Checking on the correspondence email and responses.
- Keeping and updating records of all members.
- Conduct proper due diligence on client accounts &
documentation.
- Ensuring proper application forms have been dully filled &
conducting any data entry for account creation.
- Creation of online account applications.
- Update client static data.
- Communicate effectively with the client, sales team, and other
members to ensure tasks/deliverables are efficiently completed.
- Carry out banking transactions.
- Filing and archiving of documents.
- Arrange for mail and courier services.
- Any other duty as may be given by the Fund Administrator.
Academic, Professional and Technical Competencies Required:
Essential Knowledge/Skills and Experience Required:
- Up to one (1) years’ relevant experience.
Desirable Knowledge/Skills and Experience
Required:
- Excellent customer service skills
- Strong interpersonal skills.
- Excellent written and oral communication abilities.
- Ability to work accurately with close attention to detail;
strong ability to scrutinize and examine
- Ability to take initiative and prioritize tasks; good
time-management, multi-task, problem-prevention and problem-solving
skills.
- Willingness to adapt to changing business needs
How To Apply
