Client service job description:
Ensure all required forms are completed completely and accurately; when needed meet with clients to complete paperwork.
Generate reports such as position statements, for representative’s meetings with clients.
Track pending business and service paperwork; update pending business and service summary sheet for advisor’s attention; track and tally all outstanding work.
Handle phone calls from clients, when appropriate; transfer calls to advisor, when required.
Electronically file client statements, correspondence, and agreements so that all clients filing is completed within five business days.
Handle advisor needs proactively.
Adhere to all company policies, procedures and business ethics codes and ensure that they are communicated to the teams and implemented.
Ensure that all works are completed in customer’s satisfaction by monitoring daily works of each team.
Provides timely and unprompted feedback to senior management regarding team performance, daily sales and daily/weekly/monthly forecast.
Make recommendations to systematize and improve office functioning.
Provide clerical support including:
o Maintain updated client contact records or other Client Management System. Document all client contacts and service work.
o Follow up on outstanding transactions (e.g., transfers).
o Maintain up?to?date organized client files, including copies of all signed applications and forms, according to firms Compliance requirements.
o Prepare and send outgoing mail.
o Maintain appropriate turn round time on incoming items.
Receive, coordinate & assign existing customer requests through Support Desk.
Providing clients with timely updates and status.
Provide EXCELLENT customer service with a positive attitude to every client, on every occasion.
Work with creative team to bring ideas into the mix, offer suggestions, research, and ability to share & constantly learn new technology.
Understanding the client’s needs and the internal resources available to you throughout the production cycle by clearly and proactively managing communications between our staff and clients.