Customer Service Officer

Overview

This role focuses on acquiring new clients and maintaining exceptional service standards within the financial investment sector, specifically mutual funds and equities. The position aims to support clients in investment planning while ensuring a high level of customer satisfaction.

Responsibilities

• Engage potential clients through targeted outreach and relationship-building activities.
• Provide expert guidance on mutual fund and equities investment options tailored to client needs.
• Maintain and enhance service quality to ensure client retention and satisfaction.

Requirements

• Proven experience in mutual fund and equities investment planning.
• Strong communication and interpersonal skills to effectively acquire and manage client relationships.
• Ability to deliver high service standards consistently in a client-facing environment.

Nice-to-Haves

• Knowledge of financial regulations and compliance related to investment products.
• Familiarity with CRM software and client management tools.
• Basic understanding of market trends and financial analysis.