Overview
Client Service Assistant Jobs in Nairobi, Nairobi County, Kenya at Britam
Title: Client Service Assistant
Company: Britam
Location: Nairobi, Nairobi County, Kenya
Job Purpose
To support client service delivery by assisting clients and Financial Advisors with onboarding, client administration, documentation follow-up, compliance checks, CRM service requests, client records updates, communication follow-ups and general service support within agreed standards.
Key Responsibilities
- Assist walk-in clients, inbound callers, outbound follow-ups, email enquiries and Financial Advisor support requests in a professional and timely manner.
- Support client onboarding activities, including account opening support, account creation follow-up, documentation review and client administration updates.
- Conduct initial compliance and completeness checks on onboarding documents, account update requests, KYC information and support client records before escalation or processing.
- Log, track, update and close client enquiries, complaints, service requests, change requests and follow up actions in CRM under guidance.
- Update client records, contact details, client profiles, Golden Record information and service trackers to support accurate client data management.
- Follow up with clients, Financial Advisors and internal teams on incomplete documentation, pending compliance requirements, transaction status updates and outstanding service actions.
- Support migration of individual, joint and corporate client records onto relevant systems and assist with data clean-up and records quality improvement activities.
- Escalate unresolved client issues, complaints, documentation exceptions, compliance gaps and service delays to the Client Service Officer or Assistant Manager Client Service.
- Prepare routine service updates, call-back lists, onboarding status summaries, client administration trackers and ad hoc reports as required.
Knowledge, Experience And Qualifications Required
- Bachelor’s degree in business, Marketing, Communications, Client Experience, Finance, Operations Management, or a related field.
- Professional training or progress toward certification in client service, client experience, CRM, operations, compliance, risk or investments is an added advantage.
- At least 1-3 years’ relevant experience in client service, client administration, financial services support, asset management support or operations administration.
- Exposure to client onboarding, documentation review, KYC support, CRM service logging, client records updates, call handling or email support is desirable.
- Good understanding of client confidentiality, service standards, compliance follow-up, client administration and escalation procedures.
- Working knowledge of Microsoft Office applications, CRM platforms, client service systems and basic reporting tools.
Technical/ Functional Competencies
- Basic knowledge of client service operations, including walk-in service, call handling, email support, outbound follow-ups and Financial Advisor support.
- Understanding of client onboarding, account creation, client administration, documentation requirements, KYC support and compliance checks.
- CRM service request logging, complaints tracking, escalation follow-up, tracker updating and client records management skills.
- Data clean-up, Golden Record support, contact update management and system migration support skills.
- Working knowledge of client confidentiality, service standards, documentation controls and escalation procedures.
- Microsoft Office, CRM platforms, client service systems, records management and basic reporting skills.
- Good communication, attention to detail, empathy, problem-solving, teamwork and follow-up skills.
Primary Location
Kenya-Nairobi-Nairobi
Organization
Britam
Job Type
Permanent
Shift
Day Job
Contract Type
Full-time
Job Posting
13-07-2026
Unposting Date
Ongoing
