The Client Service Assistant is accountable for the day-to-day execution of creation, purchase, receipting, withdrawal, and reconciliation of clients' accounts. Based in CIC Asset Management, this role is critical in delivering operational effectiveness and ensuring turnaround time (TAT) targets are met for client account creations.
Key Responsibilities
Account Processing: Execute timely and accurate account opening requests and convert/generate accounts from the web registration portal.
KYC & Compliance: Verify Know Your Customer (KYC) supporting documents, carry out due diligence on documents received for changing static bio-data, and review KYC details on new applications and death claims.
Customer Service: Receive and serve clients directly, manage and respond to incoming emails (new business and static folders), and receive/manage customer phone calls.
Financial Administration: Ensure receipt and safe banking of cheques and prepare daily reports on account creations.
Support & Resolution: Review documentation on death claims and lien requests, handle queries arising from marketing campaigns, and maintain established Service Level Agreements (SLAs).
Sales Alignment: Forward sales lead queries to the appropriate Sales Team Leaders.
Requirements & Qualifications
Education: Bachelor's Degree in Business-Related Studies.
Experience: Minimum of one (1) year of relevant experience in a customer service or operations role, preferably within financial services, insurance, or asset management.
