Skilled Client Services Associate with history of building customer satisfaction and loyalty by delivering top-notch support and service. Thrive in fast-paced environments and maintain calm in challenging situations. Team player offering 7+ years in Investment Banking environments.
Overview
21
21
years of professional experience
Work history
Customer Service Administrator
OCS GROUP UK
12.2022 - Current
Responsible for dealing with a high volume of emails, inbound phone calls, data input, and general enquires/query resolution
Providing exceptional customer service standards while taking full ownership of the end-to-end resolution of all query types meeting agreed SLA's and KPI's
Ensuring that on all queries the client is kept fully updated at all times
Closing the loop on all queries and making sure that a query has been resolved to the client's satisfaction
Collate and prepare weekly/monthly client reports to agreed SLA timescales
CLIENT RELATIONSHIP MANAGER
Greenwich Registrars and Data Solutions Limited
03.2015 - 10.2022
Managed and maintained relationships with client company secretaries of blue chip companies through best practice and implementing retention initiatives to strengthen relationships
Participated actively in client companies' corporate actions like; Right offers, issuance of bonus stocks and shares, IPOs, Government Bonds and payment of interest to qualified investors
Handled and prioritized clients requests by collaborating closely with other units to build effective strategies in ensuring deliverables are within the agreed service levels
Maximized business potential by providing world class customer service and ensuring 90% client retention
Prepared monthly and half year reports to assist the clients in meeting up with their regulatory requirements.
INVESTOR RELATIONS OFFICER
Union Registrars Limited
06.2008 - 03.2015
Being a first point of contact for business issues and handling enquiries from investors as regards their stocks, shares, funds via face-to-face, inbound calls and e-mails
Resolved routine and complex investors issues in a thorough and professional manners, utilizing sound judgment with an emphasis on courtesy
Employed active listening and analysis to develop strong understanding of customer needs.
CUSTOMER SERVICE ASSISTANT
Keystone Bank
10.2002 - 09.2003
Worked to keep all confidential records and financial information private and secure in accordance with company policies
Attended to customers queries face to face
Responsible for opening of accounts, issuing of cheque book, confirming customers account balance and providing information on all bank products.