Job Description

Client Service Executive Job vacancy in Kenya 2019 

Career Employment Client Service Executive Nairobi Kenya Feb 2019 

Job Title: Client Service Executive 

Job Responsibilities

• General Queries – Liaise with service providers to follow up on issues / client’s queries.


• Act as the link between clients and Offshore and local service providers.


• Preparation of new investment illustrations.


• Nomination of Beneficiaries follow up.


• Account opening for new and existing clients.


• Following up on policy renewals with clients. (insurance)


• Weekly and Quarterly Reviews of client investment portfolios.


• Track Premium Holidays and Following up on Arrears.


• Switches and Transfers Follow up.


• Preparing review documents for client relationship manager.


• Facilitating withdrawal investments and subsequently updating the pipeline


• Facilitate policy maturity.


• Booking meeting venues & preparing review documents for the Client Relationship manager.


• Arranging deliveries with the company bearer and couriering documents to the relevant destination.


• Ensure documents are filed in the M-FILES System to ensure proper documentation and for future reference (KYCs, Illustrations, Application forms, Withdrawal documents, Switch Forms)


• Requesting for quotations from different service providers. (insurance)


• Escalating customer complaints/ problems to client relationship manager.

Competencies / Attributes

• Strong oral and written communication skills.


• Excellent customer service skills with a dynamic personality


• Ability to multitask and work in a very fast paced environment.


• Attention to detail.


• Ability to work independently with limited supervision, under pressure and meet deadlines.


• High levels of integrity & professionalism with internal and external customers.


• Team player with Strong work ethics.

Qualifications

• Must have a Bachelor’s degree in a FINANCE related course.


• Must have experience in an INVESTMENT oriented organization.


• A minimum of 1 years’ experience in Admin within a similar environment.


• Insurance experience will be an added advantage.

How to Apply

If you possess the necessary qualifications and experience; please send your Application Letter (has to include current salary and minimum expected salary with the aforementioned salary range) and CV to humanresource@newdawnwealth.com quoting the job title on the email subject CLIENT SERVICE EXECUTIVE on/before Friday, 15th February 2019.

Only shortlisted candidates will be contacted.

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