magicpin - Associate - Client Servicing (1-3 yrs)
Primary Responsibilities :
- Work directly with clients to effectively manage their needs and preferences
- Obtain and process all client information and transactions
- Answer client questions or concerns in a timely, informative, and professional manner
- Seek assistance and report major problems to upper management
- Create new accounts and maintain client portfolios
- Compile and update necessary documents, contracts, etc.
- Prepare and submit performance reports to clients in defined frequency.
- Ensure compliance with necessary specifications and regulations
- Develop and foster growth within existing client
- Frequently check-in with clients to confirm their satisfaction of services provided
- Inform clients of any new available services or updates to existing ones
- Assist with and contribute to marketing and advertising initiatives
- Exhibit expert knowledge regarding the products and services offered
- Work according to set standards and operating procedures
Knowledge and Skills :
- Bachelor's/Master's degree in business, finance or related field
- Proficient in Microsoft Excel
- Highly detail-oriented
- Excellent communication skills both oral and written
- Advanced Analytical Skills and Problem Solving ability
- Exceptional customer service skills
- Self Starter, Thrives in a fast-paced environment
- Deadline driven
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
