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Client Service Assistant – 5 Months Fixed Term Contract – (2300006J) at Britam

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Job Detail

  • Job ID 1008959
  • Career Level  Others
  • Experience  3 Years
  • Industry  Management
  • Qualifications  Degree Bachelor

Job Description

Job Purpose:
Responsible for facilitating efficient client administration, communication and document management. The jobholder is responsible for client correspondences, data capture and document management to ensure efficiency, timeliness and effective client servicing.
Key responsibilities:

  • Open service requests and follow up.
  • Complaints report and follow up.
  • Create Accounts.
  • Create and Amend Relationship Manager’s on the system.
  • Closing client service interactions in Siebel.
  • Review of contract notes, statements, business confirmations/appreciations.
  • Follow up with individuals that have assigned interactions to client service to close issues.
  • Mass Communication.
  • Receipting.
  • Suspense report follow-up.
  • Support Asset Management Uganda as per the hub and spoke model.
  • Inflows Management.
  • Amendment and update of client static data.
  • Emails management.
  • Preparation and dispatch of client correspondences.
  • Delegated Authority:  As per the approved Delegated Authority Matrix.

Required skills

2-4 years’ experience in a similar position Bachelor's Degree in a Business-related field. Excellent oral, written and interpersonal communication skills Good organizational and planning skills. Strong knowledge of customer care processes and techniques.

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