Client Service Representative

4T

Respond to customer queries in a timely and accurate way, via phone, email or chat

Handle the full account opening, renewal, update and account closing process from filling in contracts, requesting required documents, reviewing filled applications and following up with clients

Prepare daily and monthly compliance reports such as the files update status, power of attorney, CDD and others


Process the client s data and account opening on CRM while communicating with the compliance department to ensure segregation of duties


Process transfers, deposits and withdrawals requested by clients after ensuring that the right processes were followed, reviewing the necessary forms and communicating with the back office and accounting departments


Respond to customer queries in a timely and accurate way, via phone, email or chat

Keep track of customer expectations and recurring issues

Check the missing documents required for renewal and communicate with clients to request them


Prepare periodic reports to inform management of any inactive or dormant accounts


Handle customer requests, questions, and complaints on a variety of support channels

Follow up with customers to ensure their technical issues are resolved

Monitor customer complaints and reach out to provide assistance

Inform customers about new features and functionalities