Clients Service Officer

A Client Services Officer is responsible for delivering services to customers as part of a financial management team. They handle transactions for clients, manage individual client caseloads and escalate complex matters higher up the chain.

Employee Responsibilities

• Liaising with internal teams and colleagues to resolve problems and find solutions.
• Lodging applications and preparing submissions for new business.
• Maintain high level of professionalism and competence in every client interaction.
• Build positive and productive relationships with clients.
• Analyze and resolve service issues promptly.
• Inform management about complex client issues and resolutions.
• Develop process improvements to enhance service efficiency and effectiveness.

KEYNOTE

• Friendly, diligent and with great communication skills, Client Services Officers need to meet deadlines and deliver outstanding customer service.
• Required gender Female