Responsibilities

• Effectively handle clients calls, queries and emails.
• Identify and communicate ways of enhancing customers experience.
• Build on the skills to handle clients complaints and resolve client issues effectively.
• Understand about KYC requirements and keep all relevant clients records and contact details safely.
• Assist in the preparation for external and internal client related meetings and track their effectiveness.
• At each level, be empowered to act as a lead in providing an integrated approach across different business units to ensure effective customer experience.
• Will be trained on handling and administering the company’s databases with keen attention to details and with an eye for integrity of data processing.
• Assist on proper recording of all transactions with relevant support documents in the database system including: client's contributions, withdrawals and any corporate actions.
• Maintains financial security and controls based on existing policies and procedures and by coming up with new internal controls proposals.
• Drive efficiency by spearheading automation processes and enhance internal systems for communication within the department.
• Will be trained on generating relevant daily, weekly, monthly management reports that support in effective decision making.
• Any other duties as may be assigned from time to time.

Requirements

• Minimum C+ Grade in High School plus a Diploma Certification in a Business Course
• Working knowledge in Microsoft Office (Word, PowerPoint, and Excel)
• Demonstrated attention to detail, accuracy, and ability to question processes and get a deep understanding of actions requested of them.
• Excellent communication and relationship building skills.
• Positive attitude and flexibility to handle diverse tasks, including long hours with minimal supervision.