Client Services Assistant Internship (Day & Night Shift) at Cytonn Investments

The client services assistant will build strong relationship management and integration with other business units across the company for efficient services delivery to clients.

RESPONSIBILITIES

1. Identify and communicate ways of enhancing client experience
2. Build strong relationship management and integration with other business units across the company for efficient services delivery to clients
3. Identifying opportunities to improve current processes to be at par with the changing client requirements
4. Handling clients complaints and ensuring that they have been resolved.
5. Keep all relevant clients’ records and contact details.
6. Drive efficiency by spearheading automation processes and enhance internal systems for communication within the department.
7. Adequately responding to clients inquiries
8. Departmental administration tasks: standard operating procedures and SLAs, custodian of the departments processes
9. Departments contact point: organizing meetings, follow ups and ensuring closures
10. Handling client trainings, client events and client site visits
11. Ensure proper recording of all transactions including: client's contributions, withdrawals, rollovers and any corporate actions
12. Ensuring proper Know Your Client (KYC) is done on all onboardings
13. Ensure timely issuance of business confirmations to clients
14. Any other duties as may be assigned from time to time

REQUIREMENTS

1. Must have achieved at least a B+ or equivalent in high school
2. An undergraduate degree with a minimum 2nd Class, Upper Division
3. Working knowledge in Microsoft Office (Word, PowerPoint, and Excel)
4. Demonstrated attention to detail, accuracy, and ability to follow data entry/department standards
5. Excellent communication and relationship building skills
6. Ability to carry out assigned tasks to completion with minimal directions
7. Keen organization and problem solving skills, which support and enable sound decision making
8. Prior experience in Client Services in a financial institution
9. Ability to work on a day and night shift
10. Covid-19 vaccination certificate