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Client Service Agent, United Arab Emirates

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Job Title: Client Service Agent
Job Location: Dubai, United Arab Emirates 
Company: Facility management
Date Posted: 07 - September - 2017 
  • Ensure all required forms are completed completely and accurately; when needed meet with clients to complete paperwork.
  • Generate reports such as position statements, for representative’s meetings with clients.
  • Track pending business and service paperwork; update pending business and service summary sheet for advisor’s attention; track and tally all outstanding work.
  • Handle phone calls from clients, when appropriate; transfer calls to advisor, when required.
  • Electronically file client statements, correspondence, and agreements so that all clients filing is completed within five business days.
  • Handle advisor needs proactively.
  • Adhere to all company policies, procedures and business ethics codes and ensure that they are communicated to the teams and implemented.
  • Ensure that all works are completed in customer’s satisfaction by monitoring daily works of each team.
  • Provides timely and unprompted feedback to senior management regarding team performance, daily sales and daily/weekly/monthly forecast.
  • Make recommendations to systematize and improve office functioning.
  • Provide clerical support including:
  • Maintain updated client contact records or other Client Management System. Document all client contacts and service work.
  • Follow up on outstanding transactions (e.g., transfers).
  • Maintain up‐to‐date organized client files, including copies of all signed applications and forms, according to firms Compliance requirements.
  • Prepare and send outgoing mail.
  • Maintain appropriate turn round time on incoming items.
  • Receive, coordinate & assign existing customer requests through Support Desk.
  • Providing clients with timely updates and status.
  • Provide EXCELLENT customer service with a positive attitude to every client, on every occasion.
  • Work with creative team to bring ideas into the mix, offer suggestions, research, and ability to share & constantly learn new technology.
  • Understanding the client’s needs and the internal resources available to you throughout the production cycle by clearly and proactively managing communications between our staff and clients.
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