Job Expired

Client Experience Officer needed at Norrenberger Financial Group

Job title : Client Experience Officer

Job Location : Abuja

Deadline : March 06, 2024

Quick Recommended Links

DUTIES AND RESPONSIBILITIES

  • Work with relevant departments to ensure seamless execution of client mandates, payments, and other transactions.
  • Serve as the primary point of contact for client inquiries and requests, providing timely and accurate responses.
  • Coordinate with operations teams and other departments to
  • Follow up on client engagement to ascertain client pain points, challenges, and feedback.
  • Prepare and distribute client reports, statements, and other relevant documentation.
  • Onboarding of new clients interested in opening investment accounts including account setup and KYC.
  • Collaborate with all stakeholders to address client needs and concerns.
  • Identify opportunities for process improvement and efficiency enhancement within client service and operations functions.
  • Ensure investment proof is promptly received, processed by the operations team, and provided to clients on time.
  • Oversee management of acquisition processing: account opening, client document filing, etc.
  • Maintain and update client records.
  • Ensure proactive resolution of client complaints and maintenance of complaint records.

EDUCATIONAL QUALIFICATIONS AND TRAINING

  • Minimum of three (1-3) years of client service experience preferably in the financial services industry
  • First degree in a related field
  • Previous experience in client service, operations, or a related role within the asset management industry.
  • Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
  • Proficiency in Microsoft Office suite, particularly Excel and PowerPoint.
  • Familiarity with investment products, financial markets
  • Detail-oriented with excellent organizational and multitasking abilities.
  • Ability to work effectively both independently and as part of a team in a fast-paced environment.

SKILLS AND ABILITIES

  • Ability to generate revenue by identifying pain points and suggesting suitable products or services.
  • Effective verbal and written communication skills
  • Able to work well in a team and on their initiative.
  • Good networking skills.
  • Excellent interpersonal skills

How to Apply for this Offer

Interested and qualified candidates should forward their CV to: [email protected] using the position as subject of email.

  • Sales / Retail / Business Development jobs
  • Client Experience Officer jobs

Save
  • This job has expired!