Client Services Assistant Internship

Responsibilities

Effectively handle clients calls, queries and emails.

Identify and communicate ways of enhancing customers experience.

Build on the skills to handle clients complaints and resolve client issues effectively.

Understand about KYC requirements and keep all relevant clients records and contact details safely.

Assist in the preparation for external and internal client related meetings and track their effectiveness.

At each level, be empowered to act as a lead in providing an integrated approach across different business units to ensure effective customer experience.

Will be trained on handling and administering the company’s databases with keen attention to details and with an eye for integrity of data processing.

Assist on proper recording of all transactions with relevant support documents in the database system including: client's contributions, withdrawals and any corporate actions.

Maintains financial security and controls based on existing policies and procedures and by coming up with new internal controls proposals.

Drive efficiency by spearheading automation processes and enhance internal systems for communication within the department.

Will be trained on generating relevant daily, weekly, monthly management reports that support in effective decision making.

Any other duties as may be assigned from time to time.

Requirements

Minimum C+ Grade in High School plus a Diploma Certification in a Business Course

Working knowledge in Microsoft Office (Word, PowerPoint, and Excel)

Demonstrated attention to detail, accuracy, and ability to question processes and get a deep understanding of actions requested of them.

Excellent communication and relationship building skills.

Positive attitude and flexibility to handle diverse tasks, including long hours with minimal supervision.

Industries:Investment Management

Function: Telemarketing and Telecalling