Respond to customer queries in a timely and accurate way, via phone, email, or chat
Handle the full account opening, renewal, update, and account closing process from filling in contracts, requesting required documents, reviewing filled applications, and following up with clients
Prepared daily and monthly compliance reports such as the files update status, power of attorney, CDD and others
Process the client’s data and account opening on CRM while communicating with the compliance department to ensure segregation of duties
Process transfers, deposits and withdrawals requested by clients after ensuring that the right processes were followed, reviewing the necessary forms, and communicating with the back office and accounting departments
Respond to customer queries in a timely and accurate way, via phone, email, or chat
Keep track of customer expectations and recurring issues
Check the missing documents required for renewal and communicate with clients to request them
Prepare periodic reports to inform management of any inactive or dormant accounts
Handle customer requests, questions, and complaints on a variety of support channels
Follow up with customers to ensure their technical issues are resolved
Monitor customer complaints and reach out to provide assistance
Inform customers about new features and functionalities