Job Description
EFG Holding, regions largest investment bank, is looking for Customer Service Officer (UAE Nationals Only) to join their team in Dubai.
Purpose:
Provide assistance and information to clients in the DFM branch. Act as focal contact point between clients and the different functions within the brokerage department.
Responsibilities:
- Responsible for opening new accounts for branch clients in the DFM branch and ensure that all related paperwork is complete.
- Understand and fulfill branch clients’ needs and requests in a timely manner and report any complaints, or feedback provided to the relevant parties.
- Promote the firm’s services and answer branch clients’ inquiries comprehensively.
- Assist the branch clients to:
a. update account data.
b. amend forms.
c. issue and deliver checks. - Stay up to date with Corporate Actions’ rules and regulations.
- Adhere to the market’s rules and regulations, and the firm’s policies and procedures.
- Ensure compliance with all applicable AML/CTF rules and regulations as required in the conduct of the role.
- Ensure timely completion of all relevant AML/CTF training provided by the Group.
- Ensure response to AML, CTF & sanctions inquiries in a timely manner.
Job Requirements:
- Bachelor’s degree or High school Diploma
- 0 – 4 years’ experience in a similar customer centric role.
- Very good command of Arabic and English.
- Good Microsoft Office skills (Word, Excel and Power point).
- Excellent communication skills (written, verbal and listening).
- Able to build partnerships and work well in teams.
- Can identify problems and refer/escalate complex issues to a higher level.
- Able to work under pressure.
- Able to build partnerships and work well in teams.
- Flexible in handling new tasks.
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