Client Service Assistant - 5 Months Fixed Term Contract - (2300006J) at Britam

Job Purpose:
Responsible for facilitating efficient client administration, communication and document management. The jobholder is responsible for client correspondences, data capture and document management to ensure efficiency, timeliness and effective client servicing.
Key responsibilities:

• Open service requests and follow up.
• Complaints report and follow up.
• Create Accounts.
• Create and Amend Relationship Manager's on the system.
• Closing client service interactions in Siebel.
• Review of contract notes, statements, business confirmations/appreciations.
• Follow up with individuals that have assigned interactions to client service to close issues.
• Mass Communication.
• Receipting.
• Suspense report follow-up.
• Support Asset Management Uganda as per the hub and spoke model.
• Inflows Management.
• Amendment and update of client static data.
• Emails management.
• Preparation and dispatch of client correspondences.
• Delegated Authority:  As per the approved Delegated Authority Matrix.

Key Performance Measures:
As described in your Personal Score Card.

Knowledge, experience and qualifications required

• Bachelor’s degree in a business related field
• 2-4 years’ experience in a similar position 
• Excellent oral, written and interpersonal communication skills 
• Strong knowledge of customer care processes and techniques.
• Good organizational and planning skills.