Job Purpose and Key responsibilities
Responsible for facilitating efficient client administration and document management.
The job holder is responsible for client correspondences, data capture, and document management to ensure efficiency, timeliness, and effective client servicing.
Key responsibilities
Review of contract notes, statements, business confirmations/appreciations and all client correspondences
Coordinate all client communications on mails, verbal and hard copy correspondences to ensure efficiency, timeliness and maintenance of high standards and thus achieve maximum client satisfaction, loyalty and thus retention.
Handle HNW client correspondences to ensure immediate response time and action
Review email and post statements and the contract notes and receipts on weekly basis
Review of account opening, edit of data in the system and all data capture for accuracy, integrity, timeliness and risk management
Prepare reports on client complaints and general client administration issues
Support AMC (UG) as per the hub and spoke model
Delegated Authority: As per the approved Delegated Authority Matrix
Perform any other duties as may be assigned from time to time
Key Performance Measures
As described in your Personal Scorecard
Knowledge, experience and qualifications required
Bachelor’s degree in a business – related field
4-6 years’ experience in a similar position
Professional certification in accounting (CPA part 2)
Technical/ Functional competencies
Knowledge of investment classes
Effective negotiation skills
Excellent organizational and analytical skills
Report writing skills
Apply via :
britam.taleo.net
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