Customer service, Retail Operations

Customer service, Retail Operations will be responsible for attending to all retail client transactions – account opening, trade execution, cross-selling, up-selling, dematerialization, inter-member transfers, specimen signature capturing, account update, proceeds withdrawal and any other duty assigned.


  • First point of call for all walk-in retail clients in respect of all products and services.
  • Receive account opening, and inter-member forms, review and initiate process.
  • Responsible for the dissemination of customer client requests/emails to responsible departments.
  • Upsell and cross-sell products and services
  • Encourage and facilitate client migration to online trading portal.
  • Receive and process client trades and withdrawal requests.
  • Responsible for follow-up to ensure requests are treated and customers notified accordingly.


  • Basic understanding of financial products and technology platforms.
  • Ability to assist in achieving long term visions balanced with the zeal to contribute significantly to the organization’s drive to execute realistic goals.
  • Demonstrated relationship building and management skills.
  • Strong active listening skills, consultative style, and excellent verbal and written communication skills.
  • Demonstrated customer focus with acute problem solving skills.
  • Proficiency in office software suites/packages especially Microsoft Office Suite.


  • Degree holder in Business Administration or other related social sciences. Masters or professional certifications in people management; customer relations etc will be added advantage.
  • Minimum of 3 years experience in a customer service role in a financial services firm.
  • A work background in stockbroking and asset management is critical.



Job Category: Financial Services
Job Location: Nigeria

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