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17 Aug 2022

Client Service Officer-1 FS at Old Mutual

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Job Description


Job Description
To deliver services to customers as part of a financial management team
Making sure that all clients provide complete KYC documents
• Responding to client emails.
• Resolving client complaints.
• Reconciliation of accounts
• Daily Receipting of client funds
• Making daily redemption/withdraw schedules
• Daily updating of the client list
• Filling in AML Forms
• Opening new accounts and ensuring the data is correct.
• Verify client redemptions authenticity
Skills
Customer Service, Electronic Mail, Financial Management, New Accounts, Reconciliations
Education
Bachelors Degree (B)
Closing Date
19 August 2022

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