Client Services Executive at Alan & Grant

Job Summary

• To relate and educate both old and new customers about the products and services of the company, sustain existing ones, giving customers the necessary financial and investments options, management of customers investment portfolios etc.

Roles and Responsibilities

• Ability to demonstrate knowledge of customer management while managing and maintaining positive relationship with agents and clients.
• Providing help and advice to customers using your organization’s products or services;
• Communicating courteously with customers by telephone, email, letter and face to face;
• Investigating and solving customers' enquiries and complaints
• Processing payments, refunds clients;
• Keeping accurate records of discussions or correspondence with clients;
• Analyzing statistics or other data to determine the level of customer service your organization is providing
• Keeping records of clients’ data, updating and maintaining database of information.
• Attracts potential customers by answering product and service questions; suggesting information about other products and services.
• Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
• Perform other duties as assigned by your management team with 100% error free.100% accuracy of data.

Requirements

• Candidate must have a minimum of HND or BSc in related field
• Candidate must have at least 3-5 years’ experience in role and must be currently working in a financial institution
• Candidate must be in active employment at the date of recruitment and must have stayed in current employment for not less than 1 year
• Good written and oral communication with internal and external stakeholder
• ​Oral Communication with internal and external stakeholders.