Duties and Responsibilities

•	Serve as the first point of contact for clients, addressing inquiries, resolving issues, and providing information on investment products and services in the institution. 
•	Provide clients with information and guidance on various investment products, including equities, fixed income and other products
•	Assist clients with account inquiries, including balance inquiries, transaction history, and account statements.
•	Investigate and resolve client complaints and issues, escalating complex problems to the appropriate department when necessary.
•	Ensure all client interactions are documented in the Company’s systems for reference and regulatory compliance.
•	Adhere to industry regulations, including Know Your Customer (KYC) and Anti-Money
•	Laundering (AML) requirements, while processing client requests.
•	Stay informed about changes in industry regulations and ensure clients are informed about relevant updates.
•	Identify opportunities to cross-sell or upsell investment products and services to clients based on their financial goals and needs.
•	Generate and maintain reports related to client interactions, account activity, and service performance.
•	Receive and direct all visitors in the office ensuring they are attended to promptly and professionally.
•	Maintain the Reception area by keeping it tidy, well lit, comfortable and with all materials for the visitors available at all times
•	Assist in providing office entry security by ensuring details of visitors who come to the office premises are recorded and such record provided when needed
•	Support visitors exiting the office by providing exit access and ensuring the check-out requirements are observed
•	Manage the central phone system by receiving and directing incoming calls and assisting staff with outgoing calls where necessary
•	Receive, sort and distribute office correspondence and follow up for action where necessary
•	Any other duty as may be assigned by supervisor or Management from time to time.

Key Requirements Skills, experience and qualification

•	Bachelor’s Degree preferably in business related course
•	Certification by NSE for ATS
•	CISI Certification – Levels I & II
•	At least 2 years’ experience in a customer-facing role preferably in Investment Banking
•	Excellent communication skills
•	Demonstrated ability to handle customer complaints conclusively
•	Proficiency in using CRM systems

HOW TO APPLY.

• 1. If you meet the above qualifications, skills and experience send CV urgently to info@baselinkedhrgroup.co.ke quoting the job title as the subject line on your email
• 2. Interviews will be conducted on a rolling basis until the position is filled.
• 3. Only the shortlisted candidates will be contacted.