Britam Careers. Client Services Supervisor job

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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

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