Client Relationship Officer Vacancy at Meristem Securities Limited

Meristem Securities Limited is a leading capital market conglomerate that offers Wealth Management services, Stockbroking services, Registrar services, Trustee services and Investment Banking services to our clients. We are recruiting to fill the position below: Job Position: Client Relationship Officer Job Location: Lagos Job Objective / Summary
  • Building and Maintaining profitable relationship with customers
  • Attending to customer requests promptly and efficiently.
  • Understanding key customer individual needs and processing same.
Job Duties / Responsibilities
  • Prompt processing of & follow up on client liquidation/termination (payment) requests
  • Prompt processing of clients’ investment mandates through Operations Unit
    . Update daily reconciliation report
  • Generation & prompt dispatch of all Investment Certificates/Letters
  • Work with Operations to book all Bond & Eurobond investments on the system. Effectively track ALL clients’ coupon payments
  • Ensure 0% client complaint level / escalate & resolve client complaints
  • Production of Product & Service Performance report
  • Production of Liquidation reports
  • Responsible for calling 10 dormant Mass Affluent clients per week and driving reactivation of same
  • Record client information from bi-annual client profile update exercise

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