Client Experience Associate at Volition Cap

Roles and Responsibilities

• Respond promptly and professionally to incoming inquiries by telephone, email, chat, or social media.
• Build and maintain strong client relationships through effective communication and a client-centric approach.
• Maintain updated knowledge of company products, services, and Processes.
• Address client inquiries, concerns, and issues, providing solutions and ensuring a positive client experience.
• Using relevant software, document customer interactions, compile documents/data, and forward information to interested parties.
• Conduct scheduled customer experience checks and surveys and provide valuable insights to improve our services and client experience.
• Record subscriptions, bookings, membership expiration, and other tasks assigned.
• Assist clients with onboarding processes, helping them understand our services, products, and investment options.

Requirements

• Bachelor's degree in business, communications, or a related field.
• Proven 3 years experience in Customer Service in a finance company.
• A strong understanding of financial products and asset management is an added advantage.
• Excellent communication and interpersonal skills.
• Customer-focused with a dedication to ensuring exceptional client experiences.
• Detail-oriented and highly organized.
• Ability to work collaboratively in a team-oriented environment.
• Proficiency in using CRM software, Google Suite other relevant tools.

Remuneration and Perks

• Competitive salary in line with industry benchmarks
• Health insurance
• Housing allowance
• Birthday allowance
• Work from home on some days of the week
• Maternity and paternity allowance
• Full pay during the leave period
• 13th month
• Staff-only investment opportunities
• A high degree of autonomy and flexibility
• Global growth opportunities