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.
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
Bachelor’s Degree in relevant business field
Progress towards relevant professional field (Added advantage)
Up to two (2) years’ relevant experience.
Skills and Competencies
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