Client Service Executive

Description

Primary Responsibilities

Account Opening

Opening client accounts on the system.
Assisting clients in all onboarding requirements and document checklists.
Ensure all requirements are fulfilled and all documents in line with Bank and regulatory requirements

Customer Inquiry Handling and Complaint Resolution

Entertain product and/or process inquiries from prospective and existing clients
Provide support/guidance to clients on using the online trading system
Attend to complaints from clients on products, services, or erroneous transactions

Customer Account Maintenance

Verify the accuracy and completeness of the submitted documents and revert to the clients for any corrections or missing requirements
Inform existing clients of changes in processes and regulations that will affect their account
Attend inbound calls as well as assist customers who have specific inquiries
Liaise with concerned departments for any client request.

Administrative Support

Ensure all invoices are paid on time
Ensure all market communications are properly distributed
Liaise with courier services.

Required Skills

Bachelors Degree
Basic understanding of the Brokerage function
Knowledge of all trading platforms & its related products
Acceptable verbal and written communication skills (English)
Proficiency in other languages
Customer service orientation