Client Service Executive Job in Kenya


We listen to the client plans, objectives and goals be it building wealth, education plans for children, saving and retirement planning etc. We carefully think through every client’s needs to come up with an optimal plan for each individual case.

We have achieved this by partnering with both local and off-shore companies that enable us offer various products and services including: Stocks Portfolio Management, Purchase of over the Counter shares, Loan Facilitation, Project Management, Fixed deposits, Unit Trusts, Government and Corporate Bonds, Collective Investment schemes, Offshore Investments

We are hence looking for well-organized and highly motivated Client Service Executive who are result-oriented to achieve the following:

Main Responsibilities

  • General Queries – Liaise with service providers to follow up on issues/client’s queries accordingly
  • Act as the link between clients and Offshore service providers
  • Preparation of new investment illustrations
  • Nomination of Beneficiaries follow up
  • Weekly and Quarterly Reviews
  • Track Premium Holidays and Following up on Arrears
  • Switches and Transfers Follow up
  • Preparing review documents for relationship managers
  • Facilitating withdrawal investments and subsequently updating the pipeline
  • Facilitate policy maturity
  • Booking meeting venues & preparing review documents for the Sales Director
  • Arranging deliveries with the company bearer and couriering documents to the relevant destination
  • Ensure documents are filed in the M-FILES System to ensure proper documentation and for future reference (KYCs, Illustrations, Application forms, Withdrawal documents, Switch Forms)

Minimum Requirements

  • Bachelor degree in business a business related course.
  • A minimum of 3 years’ experience in Admin within a similar environment.
  • Must have experience in an investment oriented organization.

Competencies / Attributes

  • Strong oral and written communication skills.
  • Excellent customer service skills with a dynamic personality
  • Ability to multitask and work in a very fast paced environment.
  • Must be keen eye to detail
  • Drive for results with no excuses.
  • Ability to work independently with limited supervision, under pressure and meet deadlines.
  • High levels of integrity & professionalism with internal and external customers.
  • Team player with Strong work ethics.

Remuneration: KES 40,000 – 50,000.

How to Apply


Applications should be received not later than October 13th, 2018.

Only short listed candidates will be contacted.

Job Summary:
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Job Location

Nairobi, Kenya

Nairobi County

Business Administration, Sales and Marketing
Updated: October 14, 2018 — 8:09 am