Client Service Representative

Overview:

We are looking for an experienced and self-driven Client Service Representative who is proactive, well organized, and friendly to join our financial institution. The ideal candidate will be responsible for responding to customer queries, accounts opening, transfers deposits and withdrawals requested by clients.

Job Responsibilities:

• Respond to customer queries in a timely and accurate way, via phone, email or chat
• Handle the full account opening, renewal, update and account closing process from filling in contracts, requesting required documents, reviewing filled applications and following up with clients
• Prepare daily and monthly compliance reports such as the files update status, power of attorney, CDD and others
•  Process the client’s data and account opening on CRM while communicating with the compliance department to ensure segregation of duties
•  Process transfers, deposits and withdrawals requested by clients after ensuring that the right processes were followed, reviewing the necessary forms and communicating with the back office and accounting departments
• Respond to customer queries in a timely and accurate way, via phone, email or chat
• Keep track of customer expectations and recurring issues
• Check the missing documents required for renewal and communicate with clients to request them
•  Prepare periodic reports to inform management of any inactive or dormant accounts
• Handle customer requests, questions, and complaints on a variety of support channels
• Follow up with customers to ensure their technical issues are resolved
• Monitor customer complaints and reach out to provide assistance
• Inform customers about new features and functionalities