Client Service and Admin Officer at Norrenberger Financial Group

As a Client Service and Admin Officer in asset management, responsibilities include maintaining excellent client relations, addressing inquiries, and ensuring smooth administrative processes. This role requires a versatile individual who can seamlessly transition between front desk responsibilities and client service duties, ensuring a welcoming environment for visitors and exceptional service for clients.

Duties and Responsibilities

• Engage with clients in a professional and friendly manner, addressing inquiries and providing information.
• Greet and assist visitors at the front desk, managing incoming calls, and emails, and directing inquiries to the appropriate channels.
• Coordinate and schedule client meetings, ensuring efficient use of time and resources.
• Maintain accurate and up-to-date client records, ensuring confidentiality and compliance with data protection regulations.
• Handle and resolve client issues or concerns promptly, ensuring a positive customer experience.
• Provide general administrative assistance, including filing, data entry, and managing office supplies.
• Act as a communication liaison between clients and internal teams, ensuring smooth information flow.
• Assist in the client onboarding process, collecting necessary documentation and facilitating a smooth transition.
• Strive to exceed client expectations by delivering excellent customer service at the front desk and throughout interactions.
• Efficiently manage various tasks, balancing front desk responsibilities with client service duties.
• Collaborate with colleagues to maintain a cohesive and positive work environment.

Qualification and Experience

Minimum of five (3-5) years’ experience in client service and Admin in the banking or finance sector

• A degree in business administration, customer service, banking, and the finance sector is often preferred.
• Experience in communication, customer relationship management, or administrative studies will be advantageous.
• While not always required, certifications related to customer service or front desk management may enhance qualifications.