Client Servicing Officer
Salary undisclosed
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Job Summary: Deliver exceptional service and support to clients by acting as the primary point of contact for distributors inquiries, account management, and operational assistance while ensuring a seamless and personalized experience.
Responsibilities:
- Address inquiries, resolve issues, and provide support related to high-net-worth clients, distributors or institutional clients investment accounts, transactions, and account servicing needs.
- Manage HNW clients and distributor’s onboarding and account opening processes, including gathering required documentation, facilitating account setup, and coordinating with internal teams to ensure a smooth transition.
- Respond to HNW clients and distributors inquiries via phone, email, and other communication channels in a timely and professional manner, providing accurate and helpful information to address client needs.
- Process HNW clients and distributors requests, including deposits, withdrawals, transfers, and account updates, in accordance with established policies, procedures, and regulatory requirements.
- Coordinate with operations and accounting to resolve client issues, escalate complex inquiries, and ensure timely resolution.
- Maintain accurate client records, documentation, and correspondence in CRM systems and other databases, ensuring data integrity and compliance with record-keeping requirements.
- Identify opportunities to enhance the client experience and improve service delivery processes through feedback collection, process improvements, and technology enhancements.
Qualifications:
- Bachelor’s degree in Business Administration or related field
- With atleast 3 years experience in customer service or similar roles within the financial industry, preferably fund management
- Knowledgeable in capital markets, investment products and regulatory frameworks
- Excellent communication and interpersonal skills with the ability to build rapports and trust with clients
- Strong problem-solving abilities and a customer-centric mindset
- Proficient in computer literacy especially Microsoft applications
- Keen to details and has instant grasp on process orientation
- Has sense of urgency and accountability
- Commitment to upholding ethical standards
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