Client Experience Officer
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
- Provide exceptional client service support to internal and external clients by ensuring thatclient objectives and needs are fully understood by other stakeholders whileliaising with the client throughout lifecycle to ensure customer satisfaction.
- Deliver front-line service to clients and related third parties such as responding to clientqueries and ensuring agreed periodic service deliverables remain on track throughout theclient lifecycle.
- Assist in ad hoc business development activities by ensuring optimum product and serviceknowledge is upheld providing insight into Norrenbergers products and service offeringsto prospects and clients.
- Ensure escalation of client complaints/challenges promptly to resolve same within agreedtimelines.
- Post-sales client relationship management supporting sales traders and businessdevelopmentteams in maintaining relationships with existing clients through high qualityclient service delivery and monthly spot checks to ascertain client experience withNorrenberger.
- Set up in-house and CSCS accounts for new clients and intermediaries. Confirm and verifyKYC documentation.
- Ensure that client accounts and portfolios are kept compliant with regulations andNorrenbergers internal policies.
- Receive mandates while ensuring required documents are acquired and updated.
- Liaise with Operations & Registrar Liaison to process intermember transfersand portfolio consolidation transactions in line with set timelines.
Required Experience:
Unclear Seniority
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Norrenberger Securities limited is a subsidiary company of Norrenberger a leading, independent financial services group that provides bespoke financial solutions that add value to our individual and institutional clients. Our component companies are licensed and regulated by the secur ... View more
