Customer Service Assistant

Knowledge, Experience and Qualifications Required

• The applicant must hold a Bachelor’s degree.
  
• Experience in customer care services is an added advantage.
  
• 1 Year of related work experience.
  
• Market knowledge and understanding of the financial services industry.
  
• Good Interpersonal skills.
  
• Effective communication and Customer relationship skills for long-term association.
  
• Problem Solving skills and attention to detail.
  
• MS Office efficiency.
  

• Handling all incoming customer queries and questions and resolving customer complaints.
  
• Providing the appropriate service and information or referring clients to another department.
  
• Referring problematic issues that they cannot solve to management.
  

• Maintaining an accurate Customer Relationship Management (CRM) database by entering and updating client 
  

  information.
  

• Verify the documents and communicate on any non-compliant documents for follow up.
  
• Timely processing customer’s redemption requests within the company’s TAT.
  
• Adhering to a company’s policies and procedures at all times when assisting customers.
  

• Be the first line contact for all the clients. Act as the focal point for all information about the clients and mobilize 
  

  of company services.
  

• Ensure acquisition of full KYC for clients and carry out data entry.
  
• Update client Reports and upload and index client information into Fortis.
  
• Coordinate with other Britam departments on activities and events.
  
• Manage, update and track calendars.
  
• Organize and manage BAM Uganda Events.
  
• Comply with statutory and other relevant regulatory bodies in Uganda.
  
• Delegated Authority: As per the approved Delegated Authority Matrix.
  
• Performs any other duties as required.