Back Office

Overview:We are looking for an experienced and self-driven Back Office who is proactive, well organized, and friendly to join our financial institution. The ideal candidate will be responsible for responding to customer queries, accounts opening, transfers deposits and withdrawals requested by clients.

Job Responsibilities

Respond to customer queries in a timely and accurate way, via phone, email or chatHandle the full account opening, renewal, update and account closing process from filling in contracts, requesting required documents, reviewing filled applications and following up with clientsPrepare daily and monthly compliance reports such as the files update status, power of attorney, CDD and othersProcess the client’s data and account opening on CRM while communicating with the compliance department to ensure segregation of dutiesProcess 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 departmentsRespond to customer queries in a timely and accurate way, via phone, email or chatKeep track of customer expectations and recurring issuesCheck the missing documents required for renewal and communicate with clients to request themPrepare periodic reports to inform management of any inactive or dormant accountsHandle customer requests, questions, and complaints on a variety of support channelsFollow up with customers to ensure their technical issues are resolvedMonitor customer complaints and reach out to provide assistanceInform customers about new features and functionalitiesQualifications and Experience:Bachelor's Degree in Business or Finance3+ years of experience in a customer support roleExperience in financial sector regulationsExperience in dealing with ticketing systemsSkills:Excellent interpersonal, communication, and negotiation skillsExcellent communication, time management, and problem-solving skillsAbility multi-task and meet deadlinesProficiency in MS OfficeFluent in English