• Respond to customer queries in a timely and accurate way, via phone, email or chat
• Handle the full account opening, renewal, update and account closing process from filling in contracts, requesting required documents, reviewing filled applications and following up with clients
• Prepare daily and monthly compliance reports such as the files update status, power of attorney, CDD and others
• Process the client’s data and account opening on CRM while communicating with the compliance department to ensure segregation of duties
• Process transfers, deposits and withdrawals requested by clients after ensuring that the right processes were followed, reviewing the necessary forms and communicating with the back office and accounting departments
• Respond to customer queries in a timely and accurate way, via phone, email or chat
• Keep track of customer expectations and recurring issues
• Check the missing documents required for renewal and communicate with clients to request them

• Prepare periodic reports to inform management of any inactive or dormant accounts
• Handle customer requests, questions, and complaints on a variety of support channels
• Follow up with customers to ensure their technical issues are resolved
• Monitor customer complaints and reach out to provide assistance
• Inform customers about new features and functionalities