Customer Service Representative

Responsibilities:

• Attend to customers' complaints, respond to their queries, and find solutions to their problems
• Check sort, acknowledge, and forward emails
• Ensure the client's KYC is being filed and arranged accordingly
• Treat and process withdrawal, sale, and buy mandate requests before forwarding them to the internal control
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments as well as actions taken
• Follow up with the accounting department and the broker to ensure mandates are being executed
• Interact with prospective clients through phone calls and mail and give them information regarding our services
• Ensure clients update their accounts by filing a KYC update form and providing the necessary documents required.
• Ensure all client's KYC documents are being saved in a folder and data saved on Excel
• Liaise with the compliance officer in client account reconciliation
• Follow up with the compliance officer to ensure the client's certificates are dematerialized and reconciled on their CSCS.
• Assist our client in verifying their signature specimen for payment of dividends of the stocks they bought through MorganCapital.
• Follow up on client’s complaints and provide feedback adequately
• Answer incoming customers' calls regarding billing issues, service questions, and general client concerns.

Requirements:

• Minimum of OND/HND Credit.
• Proven Customer Service Experience in a Stockbroking/ Finance Firm.
• Accuracy and attention to detail.
• Should preferably be a lady.