Customer Service Associate - Financial Services

at  FIS Global

EDUCATION DESIRED :

No Degree

• Answer all customer enquiries received via telephone, fax, email, or post and determine the customer concerns/problems and help to resolve any issues, liaising with other departments as required.
• Learn the client register systems to service these clients effectively.
• Verify customer requests to ensure information is correct and in good order and take appropriate action to ensure these requests can be carried out through to completion.
• Understand AML and KYC requirements for new and existing clients. Be able to detect and assess potential signs of fraudulent and/or suspicious activity and escalate and report these as required.
• Participate in business process improvement activities to Identify customer’s current and future needs to streamline current service offerings and proactively enhance the customer experience.
• Keep up to date on client products, market conditions and regulatory requirements, to ensure that you can operate effectively and make suggestions that are in the best interest of the customer, funds, and enterprise.