Client Services Specialist (SO1)

Customer Service And Sales Taguig City, National Capital Region


Description





MAJOR RESPONSIBILITIES:

·         Provide frontline support for all (relevant) client interactions covering telephone, e-mail and online media: aim to exceed clients’ expectations in every instance.

·         Be the “first line of defence” (with other stakeholders) to identify, escalate and manage potential risk.

·         Undertake key functions on MT4 to meet the organisation’s segregation of duties principles – e.g. filter & process client withdrawal requests.

·         Meet the demands of both internal stakeholders and Axi’s diverse client base in a growing fast-paced environment.

·         Report on relevant trends & insights as they relate to client queries, complaints and potential opportunities for Axi to internal stakeholders.

·         Adhere to established policies, guidelines, procedures and training plans to meet the obligations set out in Axi’s compulsory literature available on the internal confluence application

·         Manage escalations to Senior managers and relevant Stakeholders as appropriate.

·         Perform “layer 1” trade investigation / validation / affirmation for MT4.