Purpose

The role is accountable for the day to day creation of new member accounts and supporting sales team when on-boarding new clients. The role will deliver operational effectiveness ensuring TAT on client creation is prompt for excellent client experience at first touch point.

Primary Responsibilities

• Checking on the correspondence email and responses.
• Keeping and updating records of all members
• Conduct proper due diligence on client accounts & documentation
• Ensuring proper application form have been dully filled & conducting any data entry for account creation
• Creation of online account applications
• Update client static data
• Communicate effectively with the client, sales team, and other members to ensure tasks/deliverables are efficiently completed
• Carry out banking transactions
• Filing and archiving of documents
• Arrange for mail and courier services

PERSON SPECIFICATION

Academic Qualification

• Bachelor’s Degree in relevant business field

Professional Qualification

·       Progress towards relevant professional field (Added advantage)

Experience

• Up to two (2) years’ relevant experience.

Skills and Competencies

• MS Suite
• Strong interpersonal skills.
• Excellent written and oral communication abilities.
• Time management and multi-tasking skills.
• Excellent attention to detail.
• Ability to exercise prudent judgment.
• Ability to organize, multitask, prioritize, and work under pressure
• Proactive and able to work with minimal supervision