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.

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 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


Experience Required:


Relevant Experience    1 year