Worldwide Companies City

Job Descrption

Key Responsibilities: The role of a Customer Service Office will entail the following key responsibilities and activities to be performed.Customer Interaction:Attend to their inquiries via phone, email, and in-person.Provide information about financial products and services of the firm.Assist in onboarding both with the firm and its business associates.Assist the customers with monitoring, updates and closure of their accountsHandle customer complaints and provide appropriate solutions. Follow up and escalate unresolved issues to the relevant superiors.Transaction Processing:Customer identity verification and maintaining confidentiality of customer information.Receive and transmit Customer instructions for transaction processing such as investments, withdrawals, and transfers.Ensure accuracy and compliance with the firm’s policies and regulatory requirements.Documentation and Record Keeping:Obtain necessary documents and prepare KYC reports of the Customers Ensure effective... communication with the relevant officials and counterparties for onboarding and account operations.Maintain detailed and accurate records of customers interactions and transactions.Prepare and submit the required MIS and other customer service reports as per the policy of the company. Candidates having worked in customer service/operations role with any local bank or financial institution will be given preference.The ideal candidates are expected to have a fair understanding of the following:Product Knowledge:Reasonable understanding of the firm’s financial products and services.Compliance Matters:Anti-money laundering (AML) and Know-your-customer (KYC) requirementsAbility to identify potential risks and report them to the management

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