Client Service Executive at Kaplo Africa

About the Role

• We are recruiting on behalf of our client a dynamic investment company in Lagos, committed to delivering top-tier financial solutions and wealth creation opportunities. 
• In this role, you will be the first point of contact for our clients, ensuring exceptional service delivery, maintaining strong client relationships, and providing tailored investment solutions.

Key Responsibilities

• Serve as the primary contact for client inquiries, ensuring prompt and professional responses.
• Provide clients with investment information, account updates, and portfolio insights.
• Assist in onboarding new clients and managing existing client accounts.
• Work closely with internal teams to resolve client issues and enhance service experience.
• Maintain accurate records of client interactions and transactions.
• Identify opportunities to upsell or cross-sell investment products and services.
• Ensure compliance with industry regulations and company policies.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 1-3 years of experience in client service, preferably in the financial or investment sector.
• Strong communication and interpersonal skills.
• Excellent problem-solving abilities and attention to detail.
• Proficiency in Microsoft Office and CRM software.
• Passion for financial markets and investment products.