Client Service Assistant - CICAM

nairobi cityKE

full-time

bachelor

5 months ago11/11/202312/11/2023

- closed

Purpose

The role is accountable for the day to day execution of client withdrawals & fund switch requests. The role will deliver operational effectiveness ensuring TAT on client disbursement of funds for excellent client experience.

Primary Responsibilities

  • Timely & accurate execution withdrawal & fund switch requests
  • Confirming client account balances and banking details
  • Make call backs to verify client’s debit instructions
  • Debiting clients’ accounts and process payments end-to end
  • Responding to any queries/complaints on withdrawals
  • Preparation of letters to clients’ banks to facilitate payments
  • Carrying out due diligence on the documents received to change bank account details
  • Accurately process requests to change bank account details
  • Preparation of monthly interest disbursements and standing order payments
  • Ensuring adherence to payment operating policies, procedures and risk management guidelines.

PERSON SPECIFICATION

Academic Qualification

  • A minimum of Bachelors’ Degree in Business or in a related field.

Professional Qualification

  • Progress towards relevant professional field (Added advantage)

Experience

  • Up to one (1) years’ relevant experience.

 Skills and Competencies

  • Excellent customer service skills
  • Strong interpersonal skills.
  • Excellent written and oral communication abilities.
  • Ability to work accurately with close attention to detail; strong ability to scrutinize and examine
  • Ability to take initiative and prioritize tasks; good time-management, multi-task, problem-prevention and problem-solving skills.
  • Willingness to adapt to changing business needs

Interested and qualified? Go to CIC Insurance on cic.co.ke to apply

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