Cso - Investment And Wealth Management

 

Description:

A leading External Asset Management & Wealth Advisory based in DIFC, Dubai

 

Key Responsibilities:

 

Your role as a Customer Service Officer will entail the following key responsibilities and activities to be performed.

Customer Interaction:

· Attend to their inquiries via phone, email, and in-person.

· Provide information about financial products and services of the firm.

· Assist in onboarding both with the firm and its business associates.

· Assist the customers with monitoring, updates and closure of their accounts

· Handle customer complaints and provide appropriate solutions.

· Follow up and escalate unresolved issues to the relevant superiors.

 

Transaction Processing:

· Customer identity verification and maintaining confidentiality of customer information.

· Receive and transmit Customer instructions for transaction processing such as investments, withdrawals, and transfers.

· Ensure accuracy and compliance with the firm’s policies and regulatory requirements.

Documentation and Record Keeping:

· Obtain necessary documents and prepare KYC reports of the Customers

· Ensure effective communication with the relevant officials and counterparties for onboarding and account operations.

· Maintain detailed and accurate records of customers interactions and transactions.

· Prepare and submit the required MIS and other customer service reports as per the policy of the company.

 

The ideal candidates are expected to have a fair understanding of the following:

Product Knowledge:

· Reasonable understanding of the firm’s financial products and services.

 

Compliance Matters:

· Anti-money laundering (AML) and Know-your-customer (KYC) requirements

· Ability to identify potential risks and report them to the management.

 

• Candidates having worked in a similar capacity with any local bank or financial institution will be given preference.