Job Descriptions
Duties and Responsibilities
- Serve as the first point of contact for clients, addressing inquiries, resolving issues, and providing information on investment products and services at pergamon investment bank.
- Provide clients with information and guidance on various investment products, including equities, fixed income and other products
- Assist clients with account inquiries, including balance inquiries, transaction history, and account statements.
- Investigate and resolve client complaints and issues, escalating complex problems to the appropriate department when necessary.
- Ensure all client interactions are documented in the Company’s systems for reference and regulatory compliance.
- Adhere to industry regulations, including Know Your Customer (KYC) and Anti-Money
- Laundering (AML) requirements, while processing client requests.
- Stay informed about changes in industry regulations and ensure clients are informed about relevant updates.
- Identify opportunities to cross-sell or upsell investment products and services to clients based on their financial goals and needs.
- Generate and maintain reports related to client interactions, account activity, and service performance.
- Receive and direct all visitors in the office ensuring they are attended to promptly and professionally.
- Maintain the Reception area by keeping it tidy, well lit, comfortable and with all materials for the visitors available at all times
- Assist in providing office entry security by ensuring details of visitors who come to the office premises are recorded and such record provided when needed
- Support visitors exiting the office by providing exit access and ensuring the check-out requirements are observed
- Manage the central phone system by receiving and directing incoming calls and assisting staff with outgoing calls where necessary
- Receive, sort and distribute office correspondence and follow up for action where necessary
- Any other duty as may be assigned by supervisor or Management from time to time
Requirements
- Bachelor’s Degree preferably in business related course
- Certification by NSE for ATS
- CISI Certification – Levels I & II
- At least 2 years’ experience in a customer-facing role preferably in Investment Banking
- Excellent communication skills
- Demonstrated ability to handle customers complaints conclusively
- Proficiency in using CRM systems
How to Apply to be a Customer Service Executive
Interested candidates who meet the requirements of the job are encouraged send their applications to the link provided .
Due to the urgency to fill the roll, shortlisting will be done on a rolling basis. Only shortlisted candidates will be contacted.
Salary
Competitive
Monthly based
Location
Nairobi, Nairobi County, Kenya
Job Overview
Location
Nairobi, Nairobi County, Kenya
