Client Service Executive Job in Kenya

Job Title: Client Service Executive

Job Responsibilities

  • General Queries – Liaise with service providers to follow up on issues / client’s queries.
  • Act as the link between clients and Offshore and local service providers.
  • Preparation of new investment illustrations.
  • Nomination of Beneficiaries follow up.
  • Account opening for new and existing clients.
  • Following up on policy renewals with clients. (insurance)
  • Weekly and Quarterly Reviews of client investment portfolios.
  • Track Premium Holidays and Following up on Arrears.
  • Switches and Transfers Follow up.
  • Preparing review documents for client relationship manager.
  • Facilitating withdrawal investments and subsequently updating the pipeline
  • Facilitate policy maturity.
  • Booking meeting venues & preparing review documents for the Client Relationship manager.
  • 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)
  • Requesting for quotations from different service providers. (insurance)
  • Escalating customer complaints/ problems to client relationship manager.

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.
  • Attention to detail.
  • 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.

Qualifications

  • Must have a Bachelor’s degree in a FINANCE related course.
  • Must have experience in an INVESTMENT oriented organization.
  • A minimum of 1 years’ experience in Admin within a similar environment.
  • Insurance experience will be an added advantage.

How to Apply

If you possess the necessary qualifications and experience; please send your Application Letter (has to include current salary and minimum expected salary with the aforementioned salary range) and CV to humanresource@newdawnwealth.com quoting the job title on the email subject CLIENT SERVICE EXECUTIVE on/before Friday, 15th February 2019.

Only shortlisted candidates will be contacted.



Job Summary:
Job Title
Job Category
Job Type
Company / Organization
Approx. Salary
Job Opening Date
Job Expiry Date
Job Details
Job Location
Nairobi

Nairobi, Kenya
N/A

Nairobi County

Kenya

Accounting and Finance, Banking Insurance Investments

Updated: February 8, 2019 — 8:41 am
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