Customer Service Officer

• Act as the first point of contact for clients, addressing inquiries on account opening, trading activities, portfolio statements, and investment products.
• Process account opening documentation, mandate updates, and KYC requirements in line with SEC and NGX regulations.
• Liaise with the operations and trading departments to ensure accurate and timely execution of client instructions.
• Handle complaints and service requests professionally, ensuring prompt resolution and follow-up.
• Maintain accurate records of client interactions and transactions for audit and compliance purposes.
• Educate clients on online trading platforms, investment options, and account management procedures.
• Assist in the preparation and distribution of trade confirmations, account statements, and investment reports.
• Support marketing and relationship management teams in client engagement and retention initiatives.
• Ensure strict adherence to data confidentiality and anti–money laundering (AML) policies.
• Provide feedback to management on service improvement opportunities and client satisfaction levels.
• Any other duty that may be assigned by the MD

Requirements:

• Bachelor’s degree or HND in Finance, Business Administration, Economics, Marketing or a related field.
• Minimum of 2–3 years’ experience in customer service, preferably within a stockbroking, investment, or financial services firm.
• Knowledge of NGX, SEC, and CSCS operations will be an added advantage.
• Professional certifications such as CIS, ACA, or ACCA are desirable but not mandatory
• Strong communication and interpersonal skills.
• Sound knowledge of stockbroking operations, investment products, and regulatory requirements.
• Proficiency in customer relationship management (CRM) tools and Microsoft Office applications (Word, Excel, PowerPoint).
• Manage the company’s social media interactions and respond to client messages and feedback across digital platforms in a professional manner.
• High attention to detail and accuracy in handling client information.
• Ability to work under pressure and manage multiple client requests simultaneously.
• Excellent problem-solving and conflict-resolution skills.

Remuneration: NGN 150,000 - 200,000 With Performance Bonus