Customer Service Officer at Meristem Securities Limited

Job Summary

• Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues, or requests are attended to within the shortest possible time or as stipulated.

Responsibilities

• Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues or requests are attended to within the shortest possible time or as stipulated.
• Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.
• Keep records of all conversations and update the CRM database and other databases in a comprehensible way.
• Record and relay to the right persons, all calls and inquiries via telephone, social media or online chat.
• Provide necessary information needed to generate reports on a monthly basis and also a comprehensive report on a quarterly basis in respect of all the clients under management.
• Comply with timelines as detailed under the organization manual.
• Build sustainable relationships and engage current and potential clients.
• Seize opportunities to upsell Meristem products, when they arise.
• Make outbound calls to aid in bonding with clients.
• Where necessary, go out for marketing after due consultation with the Group Business Development Unit Head or HODs.
• Generate Income as earlier agreed in the attached schedules.
• Provide support for all client-related activities.
• Execute any other responsibilities as may be assigned to you by the Managing Director or the HODs

Requirements

Qualification/Education:

• Bachelor’s Degree or it's equivalent.
• A minimum university degree with a minimum grade of 2.2 - professional qualifications will be of high advantage.

Skills/Knowledge

• Communication (Listening and Verbal )
• Negotiation Ability
• Interpersonal
• Leadership
• Integrity
• Team spirit
• IT savvy