Client Service Officer at Norrenberger Financial Group

Responsibilities

• Set up accounts for new clients and intermediaries (KYC checks)
• Ensure that client accounts and portfolios are kept compliant with regulations and the company’s internal procedures
• Verify account holder information and balance for transactions such as withdrawals, maintenance requests, etc.
• Provide transaction statements and other relevant documentation to account holders
• Focus on ensuring client intent and needs are fully understood across stakeholders, while liaising with the client throughout lifecycle to ensure client remains fully appraised
• Develop consistent service standards, ensuring that clients have confidence in the company’s understanding of their individual requirements and accounts
• Provide operational support to the sales process where appropriate
• Deliver front-line service to clients and related third parties, including fielding and responding to client queries and ensuring agreed periodic service deliverables remain on track throughout the client lifecycle
• Develop proactive operational service plan for clients, aligned to the company’s strategy and client needs while monitoring and managing the health of the client service experience
• Assist in Ad hoc business development activities by acting as a subject matter authority and providing insight into the company’s products and service offerings
• Post-sales client relationship management, supporting Business Development Officers in maintaining relationships with existing clients through high quality client service
• Coordinate all front desk activities including answering all incoming calls and redirecting them when needed, welcoming guests, etc.
• Receive letters, packages and send them to appropriate staff
• Prepare and manage outgoing mails
• Effectively answer and manage clients’ enquiries and/or complaints.

Requirements

• Candidates should possess a Bachelor's Degree with 2 - 3 years work experience.
• Applicants must currently be Client Service Officers, preferably in a financial institution.