Front Desk Officer at Norrenberger Financial Group

Job Description / Responsibilities
Responsible for physical touch point maintenance to aid enjoyable client experience:

• Receive all clients at the office with warmth and offer refreshments.
• Front office ambience- smell, look and feel.
• Meeting room ambience- smell, look and feel.
• Board room- smell, look and feel.

Front Office responsibilities:

• Receive letters & packages at the Front Office and distribute as appropriate.
• Package outgoing mails, secure outgoing parcels, etc.

Responsible for keeping client relations records:

• Physical filing and proper storage of all client documents.
• Scanning, upload, soft filing / storage of all client documents.
• Update client information as the need arises and during bi-annual client profile update exercise.
• Receipt and dispatch of all incoming and outgoing mails. Maintenance and daily update of incoming and outgoing mails registers (hard & soft copies). Appropriate filing of same on shared folder.
• Package & dispatch proposals and keep record of same.

Client engagement & satisfaction:

• Receive/answer all incoming calls and make outbound calls when necessary.
• Prompt reply of all incoming mails / enquiry & complaints. Transfer/escalate to other units if necessary.
• Respond to messages/enquiries on chat platform.
• Proactive resolution of client challenges / complaints and prompt escalation where necessary.
• Weekly preparation & notification of client birthdays & NorrenAnniversaries to responsible staff / account officers. Prepare & provide gifts for landmark birthdays.
• Package and dispatch embassy cover letters, congratulatory / ceremonial / condolence letters to clients / prospects.

Investment Mobilization:

• Assist in telemarketing / sales & marketing of the company’s products & services to prospects.
• Generate sales leads from prospect enquiries.
• Inform clients of special investment opportunities as these arise.

Other responsibilities as may be assigned by Supervisor.