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.
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 Operations
team.
Academic and Professional Requirements
Particulars
Detail Specific Field or Qualification
- Education Bachelor’s
Degree. Bachelor’s Degree in Business related field
How to Apply
