• Application Deadline: Wed, 6 Mar 2024 00:00:00 GMT
• Position: Client Experience Officer


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 1 - 3 years


• Location Abuja


• Job Field Sales / Marketing / Retail / Business Development 
  

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