About the Role

The role is accountable for the day to day execution of creation, purchase, receipting, withdrawal, and reconciliation of clients’ accounts on a daily basis. The role will deliver operational effectiveness ensuring TAT on client account creation. The role sits in CIC Asset Management.

Key Responsibilities

• Timely and accurate execution of account opening requests.
• Verification of know your customer supporting documents.
• Converting and generating of account opening from web registration portal
• Manage and respond to emails from new business and static folder
• Receive and manage calls from customers.
• Review documents on death claims and lien request.
• Generate reports on daily account creations.
• Receive and ensure banking of cheques
• Carrying out due diligence on the documents received to change static information on bio data.
• Receive and serve customers
• Review KYC on new applications and death claims and advise clients accordingly
• Forward all sales leads queries are acted on appropriated and forwarded to sales Team leaders
• Manage queries emanating from campaigns
• Maintain the SLA and TATs for customer service

Qualifications

• Bachelors Degree in Business Related Studies
• Minimum of 1-year relevant experience.

• Timely and accurate execution of account opening requests.
• Verification of know your customer supporting documents.
• Converting and generating of account opening from web registration portal
• Manage and respond to emails from new business and static folder
• Receive and manage calls from customers.
• Review documents on death claims and lien request.
• Generate reports on daily account creations.
• Receive and ensure banking of cheques
• Carrying out due diligence on the documents received to change static information on bio data.
• Receive and serve customers
• Review KYC on new applications and death claims and advise clients accordingly
• Forward all sales leads queries are acted on appropriated and forwarded to sales Team leaders
• Manage queries emanating from campaigns
• Maintain the SLA and TATs for customer service

• Account creation
• Client onboarding
• Records management
• Customer service
• Email management
• Call handling
• Due diligence
• Report generation
• SLA and TAT maintenance

• Bachelors Degree in Business Related Studies
• Minimum of 1-year relevant experience.