Client service Specialist

Client service Specialist

Job Description

  • Visit customer outreach contact, normally by phone, yet in addition face to face and by email.
  • Settling customer request and protests and figuring out which issues require prompt height to an individual from the branch supervisory group .
  • Progressing managerial administrations for record types (e.g., trusts) and resources (principally Alternative Investments) that can't be promptly exchanged or sold.
  • Record organization, for example, AML related customer invigorate and general record support.
  • Put in certain spontaneous requests for assigned customers.
  • Producing and disseminating customer notice letters.
  • Facilitating the development of records to the CAC from the branch (by means of mass exchange of FA Number change)•Facilitating the way toward limiting records
  • Performing customer confirmation while taking customer guidelines to close or exchange accounts.
  • Executing constrained disseminations, where achievable.
Required Skills:

  • College degree favored.
  • Least of 1+ years expert or significant entry level position encounter required
  • Bilingual favored.
  • Enlistment favored however not required.
  • Information of speculation and managing an account items, arrangements and methods is required.
  • Solid customer benefit and specialized abilities (MS Word and Excel).
  • Solid correspondence, time the executives and hierarchical aptitudes are required.
  • Inventiveness and inspiration for unrivaled execution.

Company Profile:

Salary: Not disclosed

Industry: Banking / Financial services / Broking

Functional Area: Others

Role Category: Others

Employment Type: Full time

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