Company Info
Mid sized business
1 to 50 Employees
Kaplo is Africa's most innovative Human Resource & Business Support Solutions provider, serving clients with cutting-edge business advisory and human capital solutions across diverse sectors of the African economy.
Kaplo is Africa’s most innovative Human Resource & Business Support Solutions provider, serving clients with cutting-edge business advisory and human capital solutions across diverse sectors of the African economy.
Job Title: Client Service Executive
Location: Lagos
About the Role
- We are recruiting on behalf of our client a dynamic investment company in Lagos, committed to delivering top-tier financial solutions and wealth creation opportunities.
- In this role, you will be the first point of contact for our clients, ensuring exceptional service delivery, maintaining strong client relationships, and providing tailored investment solutions.
Key Responsibilities
- Serve as the primary contact for client inquiries, ensuring prompt and professional responses.
- Provide clients with investment information, account updates, and portfolio insights.
- Assist in onboarding new clients and managing existing client accounts.
- Work closely with internal teams to resolve client issues and enhance service experience.
- Maintain accurate records of client interactions and transactions.
- Identify opportunities to upsell or cross-sell investment products and services.
- Ensure compliance with industry regulations and company policies.
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 1-3 years of experience in client service, preferably in the financial or investment sector.
- Strong communication and interpersonal skills.
- Excellent problem-solving abilities and attention to detail.
- Proficiency in Microsoft Office and CRM software.
- Passion for financial markets and investment products.
Benefits
- Competitive salary of N120,000 Monthly (net)
- Opportunity to work in a reputable investment firm
- Career growth and professional development
- Collaborative and dynamic work environment.
Application Closing Date
10th March, 2025.
How to Apply: Interested and qualified candidates should send their CV to: [email protected] using “Client Service Executive” as the subject of the mail.