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Job Description

Purpose

The role is accountable for the day to day creation of new member accounts and supporting 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 form 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

PERSON SPECIFICATION

Academic Qualification

Bachelor’s Degree in relevant business field

Professional Qualification

 Progress towards relevant professional field (Added advantage)

Experience

Up to two (2) years’ relevant experience.

Skills and Competencies

MS Suite

Strong interpersonal skills.

Excellent written and oral communication abilities.

Time management and multi-tasking skills.

Excellent attention to detail.

Ability to exercise prudent judgment.

Ability to organize, multitask, prioritize, and work under pressure

Proactive and able to work with minimal supervision

How To Apply

Interested and qualified candidates should make their applications to CIC via the link https://cic.co.ke/careers/

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