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Client Relationship Officer at Meristem Securities Limited
Meristem Securities Limited is a leading capital market conglomerate that offers Wealth Management services, Stockbroking services, Registrar services, Trustee services and Investment Banking services to our clients.
We are recruiting to fill the position below:
Job Objective / Summary
- Building and Maintaining profitable relationship with customers
- Attending to Customer requests promptly and efficiently.
- Understanding key customer individual needs and processing same.
Job Duties / Responsibilities
- Prompt processing of & follow up on client liquidation/termination (payment) requests
- Prompt processing of clients' investment mandates through Operations Unit. Update daily reconciliation report
- Generation & prompt dispatch of all Investment Certificates/Letters
- Work with Operations to book all Bond & Eurobond investments on the system. Effectively track ALL clients' coupon payments
- Ensure 0% client complaint level / escalate & resolve client complaints
- Production of Product & Service Performance report
- Production of Liquidation reports
- Responsible for calling 10 dormant Mass Affluent clients per week and driving reactivation of same
- Record client information from bi-annual client profile update exercise.
How to Apply
Interested and qualified candidates should click the link below to apply on or before 15th November, 2021.
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