Britam Careers. Client Services Supervisor

Job Description

Client Services Supervisor Jobs at Britam, Kenya

Job Purpose

• Reporting to the Fund Services Manager, the Client Services Supervisor will be responsible for all for all the client services functions to ensure efficiency, timeliness and effective client servicing.

Client Supervisor Job Key Responsibilities

• Oversee document management, client correspondences and cash flow management;
• Monitor and approve the processing of contract notes, statements, business confirmations/appreciations and all client correspondences;
• Approval of inflows and redemptions/withdrawals/switches;
• Oversee the management of High Net Worth client correspondences to ensure immediate response time, action and thus maximum client satisfaction;
• Oversee the process of account opening, edit of data in the system and all data capture for accuracy, integrity, timeliness and risk management;
• Review the report prepared on all logged client interactions in the client log and tracking to ensure all issues are closed and provide the same for monthly management meetings;
• Review and improvement of the client services processes from time to time;
• Facilitate maximum automation of processes
• Resolve client complaints and guide the team;
• Performs any other duties assigned by the Fund Services Manager.

Qualifications and Experience for Client Service Supervisor Jobs in Kenya

• Bachelor’s degree in business related discipline;
• Finance related professional qualification CPA III/ACCA
• Working experience of at least 5 years in client management/administration
• Working knowledge of the investment management and reporting systems used
• Knowledge of investments and financial markets.

Skills & Attributes

• Leadership, management and organizational skills
• A team player willing to work with minimum supervision
• Excellent communication, influencing and interpersonal skills
• High levels of energy and enthusiasm
• High integrity.
• Effective oral/written communications
• Strong attention to detail.
• Good knowledge of best practice

How to Apply

Key Skills/Specialization: Bachelor’s degree in business related discipline; Finance related professional qualification CPA III/ACCA; Click here to apply online