Consumer Service Consultant – 4T

Overview:

We’re searching for an skilled and self-driven Consumer Service Consultant who’s proactive, effectively organized, and pleasant to hitch our monetary establishment. The perfect candidate will likely be answerable for responding to buyer queries, accounts opening, transfers deposits and withdrawals requested by purchasers.

Job Obligations:

• Reply to buyer queries in a well timed and correct means, by way of cellphone, electronic mail or chat
• Deal with the total account opening, renewal, replace and account closing course of from filling in contracts, requesting required paperwork, reviewing stuffed functions and following up with purchasers
• Put together each day and month-to-month compliance reviews such because the recordsdata replace standing, power of lawyer, CDD and others
•  Course of the consumer’s knowledge and account opening on CRM whereas speaking with the compliance division to make sure segregation of duties
•  Course of transfers, deposits and withdrawals requested by purchasers after making certain that the fitting processes had been adopted, reviewing the mandatory kinds and speaking with the again workplace and accounting departments
• Reply to buyer queries in a well timed and correct means, by way of cellphone, electronic mail or chat
• Hold monitor of buyer expectations and recurring points
• Test the lacking paperwork required for renewal and talk with purchasers to request them
•  Put together periodic reviews to tell management of any inactive or dormant accounts
• Deal with buyer requests, questions, and complaints on quite a lot of assist channels
• Comply with up with prospects to make sure their technical points are resolved
• Monitor buyer complaints and attain out to offer help
• Inform prospects about new options and functionalities