Client Relations Officer
2 weeks ago
Empowering Africa’s tomorrow, together one story at a time.
- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary
To deliver sales support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs). Selecting this role has a compensation & benefit impact in certain countries. Please contact Reward for details.
Job Description
- Obtain client data from various client systems including but not limited to BDA, Saxo tools and utilize data to identify client needs based on trends and client activity to improve client activity to improve client experience on the World Trader platform.
- Developing of methodologies and processes to better mine the existing client database to improve business inflows.
- Co-ordinate and monitor the implementation of these methodologies and processes.
- Set service standards and strategies in line with market benchmarks and monitor success and failures on an ongoing basis.
- Maintain regular contact between the client relationship administrators to maximize client satisfaction
- Placing and monitoring of trades via Desktop Trader.
- Keep records of all personal interactions, communication with clients and research in order to create intellectual knowledge in terms of understanding customer needs.
- Provide clients with correct facts, based on in depth investment knowledge and facts, for both local and offshore trading.
- Provide analysis of the financial markets.
- Maintain an effective customer complaints register to ensure that all customer complaints are appropriately recorded and the resolution process is effectively managed for each client complaint.
- Analyze complaints by identifying concerns and required action for implementation. Route the complaints to the relevant business unit for resolution.
- Track & monitor the handling of complaints and assess the outcome from the business unit. Ensure that the client’s viewpoint is given appropriate consideration.
- Escalate appropriately in the event that the outcome is not satisfactory or if there is no feedback received from a particular business unit.
- Communicate legitimate client complaints to Senior Management to help determine whether there is a need for changes in company policies, processes and procedures.
- feedback/progress report as per the Absa customer complaints policy requirements.
- Familiarize yourself with the consumer protection laws and with the operations of third-party dispute mechanisms to which particularly difficult complaints may need to be referred.
- Provide advice, assessment and recommendations to Senior Management to address issues
Education
National Senior Certificate/ Matric (Grade 12)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_
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