Customer Relations Officer

Purpose

Act as focal contact point between clients and different functions within the brokerage department.

Responsibilities

1. Support Call Center and Online Trading queues in the following:
2. Place buy and sell orders.
3. Price inquires.
4. New accounts opening and required documents.
5. Cash, FX and Bookkeeping requests.
6. Fulfil clients’ inquiries regarding market updates by reading the fundamental and technical analysis reports and keeping up-to-date with markets news on a daily basis.
7. Perform outgoing client calls to:
8. Supervise all related matters to tender offers, IPOs, capital increase and unified code expiration including informing clients.
9. Request signatures on custodian account opening forms.
10. Complete Compliance inquires (expired IDs, missing documents, undelivered account statements, etc.).
11. Answer Accounting inquires (incorrect account name/number, transfer amount, etc.).
12. Respond to incoming calls to fulfil clients’ inquiries.
13. Ensure that all e-mails and clients’ request are handled in a timely manner.
14. Stay up-to-date with EFSA and Corporate Actions rules and regulations.
15. Ensure compliance with all applicable AML/CTF rules and regulations as required in the conduct of the role.
16. Ensure timely completion of all relevant AML/CTF training provided by the Group.
17. Ensure response to AML, CTF & sanctions inquiries in a timely manner.

Job Requirements

1. Bachelor’s degree in any discipline.
2. 0 - 4 years’ experience in a similar field.
3. Very good command of Arabic and English.
4. Good Microsoft Office skills (Word, Excel and Power point).
5. Excellent communication skills (written, verbal and listening).
6. Able to build partnerships and work well in teams.
7. Can identify problems and refer/escalate complex issues to a higher level.
8. Detail oriented; ensure deliverables are always of a high quality.
9. Flexible in taking on new tasks.
10. Multi-tasker, with the ability to meet changing deadlines, and to prioritize and handle multiple tasks.
11. Account Officer License from EFSA.

“Thank you for your interest in applying to EFG Holding. Due to the high volume of applications/interest, please note that we are only able to respond directly to applicants that are shortlisted for interviews.”