Client Experience Officer at Norrenberger Financial Group

DUTIES AND RESPONSIBILITIES

• Work with relevant departments to ensure seamless execution of client mandates, payments, and other transactions.
• Serve as the primary point of contact for client inquiries and requests, providing timely and accurate responses.
• Coordinate with operations teams and other departments to
• Follow up on client engagement to ascertain client pain points, challenges, and feedback.
• Prepare and distribute client reports, statements, and other relevant documentation.
• Onboarding of new clients interested in opening investment accounts including account setup and KYC.
• Collaborate with all stakeholders to address client needs and concerns.
• Identify opportunities for process improvement and efficiency enhancement within client service and operations functions.
• Ensure investment proof is promptly received, processed by the operations team, and provided to clients on time.
• Oversee management of acquisition processing: account opening, client document filing, etc.
• Maintain and update client records.
• Ensure proactive resolution of client complaints and maintenance of complaint records.

EDUCATIONAL QUALIFICATIONS AND TRAINING

• Minimum of three (1-3) years of client service experience preferably in the financial services industry
• First degree in a related field
• Previous experience in client service, operations, or a related role within the asset management industry.
• Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
• Proficiency in Microsoft Office suite, particularly Excel and PowerPoint.
• Familiarity with investment products, financial markets
• Detail-oriented with excellent organizational and multitasking abilities.
• Ability to work effectively both independently and as part of a team in a fast-paced environment.

SKILLS AND ABILITIES

• Ability to generate revenue by identifying pain points and suggesting suitable products or services.
• Effective verbal and written communication skills
• Able to work well in a team and on their initiative.
• Good networking skills.
• Excellent interpersonal skills