Effectively handle clients calls, queries and emails
Build strong relationship management and integration with other business units across the company for efficient services delivery to clients
Identifying opportunities to improve current processes to be at par with the changing client requirements
Handling clients complaints and ensuring that they have been resolved.
Keep all relevant clients’ records and contact details.
Handling client and leads assignments within the service-level agreement (SLA) timelines
Handling client trainings, client events and client site visits
Ensure proper recording of all transactions including: client's contributions, withdrawals, rollovers and any corporate actions
Drive efficiency by spearheading automation processes and enhance internal systems for communication within the department
Follow up on clients’ overdue payments by sending payment reminders
Ensure timely issuance of business confirmations to clients
Ensuring proper Know Your Client (KYC) is done on all onboardings
Any other duties as may be assigned from time to time
Must have achieved at least a Minimum C
Must hold a diploma qualification.
Ability to work on a day and night shift
Working knowledge in Microsoft Office (Word, PowerPoint, and Excel)
Demonstrated attention to detail, accuracy, and ability to follow data entry/department standards
Excellent communication and relationship building skills
Ability to carry out assigned tasks to completion with minimal directions
Covid-19 vaccination certificate