112 Financial Services Representative jobs in Kenya
Remote Financial Advisor Assistant
80200 Nairobi, Nairobi
KES70000 month
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Our client is seeking a highly organized and detail-oriented Remote Financial Advisor Assistant to support their team of financial advisors. This is a fully remote position, enabling you to contribute from anywhere. You will play a crucial role in ensuring the smooth operation of client services by managing administrative tasks, preparing financial reports, and coordinating client communications. Key responsibilities include scheduling client meetings, updating client databases, processing financial transactions, and ensuring compliance with regulatory requirements. You will assist in the preparation of investment proposals, portfolio reviews, and other client-facing documents. Strong proficiency in financial planning software, CRM systems, and Microsoft Office Suite is required. Excellent communication and interpersonal skills are vital for liaising with clients, colleagues, and external financial institutions. You must possess a strong understanding of financial markets, investment products, and banking services. The ability to handle sensitive client information with discretion and maintain confidentiality is paramount. This role demands exceptional organizational skills, the capacity to manage multiple priorities, and a commitment to meeting deadlines. You will work collaboratively with the financial advisory team in a virtual environment, contributing to client success and team efficiency. Our client provides ongoing professional development and training to enhance your skills in the finance sector. If you have a background in finance or a related field, possess excellent administrative capabilities, and thrive in a remote, fast-paced setting, this opportunity is for you. Become an integral part of a reputable financial services firm, supporting advisors in delivering exceptional wealth management solutions to clients across the nation. Your proactive approach and dedication to accuracy will be highly valued in this essential support role. The opportunity to grow within the banking and finance industry while enjoying the benefits of remote work is significant.
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Apprentice Financial Advisor - Client Relations
00100 Abothuguchi West
KES30000 month
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Our client, a leading financial advisory firm, is looking for enthusiastic and motivated Apprentices to join their team as Financial Advisor Trainees. This is a fully remote, foundational program designed to equip individuals with the skills and knowledge needed to excel in client relations and financial planning. You will gain hands-on experience in understanding client financial needs, providing tailored advice, and building lasting relationships. This apprenticeship offers a structured learning path and direct mentorship.
Key responsibilities include assisting senior financial advisors in client meetings, preparing financial plans, and conducting research on investment products and market trends. You will learn to use financial planning software, manage client portfolios, and ensure compliance with all regulatory requirements. The ability to communicate effectively with clients, understand their goals, and build trust is essential. You will develop strong organizational skills to manage client data and follow-up communications, all within a remote work environment. This program emphasizes professional development and practical application of financial concepts.
The ideal candidate will possess a strong interest in finance and a desire to build a career in financial advisory. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred. Excellent communication, interpersonal, and customer service skills are mandatory. You should be eager to learn, highly motivated, and possess strong organizational and time management abilities. Familiarity with basic financial concepts is a plus. The ability to work independently, manage tasks effectively, and collaborate with a remote team is crucial. This is an exceptional opportunity for driven individuals to launch their career in financial services and develop expertise in client relations, with the flexibility of a remote internship.
Responsibilities:
Key responsibilities include assisting senior financial advisors in client meetings, preparing financial plans, and conducting research on investment products and market trends. You will learn to use financial planning software, manage client portfolios, and ensure compliance with all regulatory requirements. The ability to communicate effectively with clients, understand their goals, and build trust is essential. You will develop strong organizational skills to manage client data and follow-up communications, all within a remote work environment. This program emphasizes professional development and practical application of financial concepts.
The ideal candidate will possess a strong interest in finance and a desire to build a career in financial advisory. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred. Excellent communication, interpersonal, and customer service skills are mandatory. You should be eager to learn, highly motivated, and possess strong organizational and time management abilities. Familiarity with basic financial concepts is a plus. The ability to work independently, manage tasks effectively, and collaborate with a remote team is crucial. This is an exceptional opportunity for driven individuals to launch their career in financial services and develop expertise in client relations, with the flexibility of a remote internship.
Responsibilities:
- Assist senior advisors in client consultations.
- Prepare financial plan documents.
- Research investment products and market trends.
- Learn and utilize financial planning software.
- Manage client data and communication.
- Understand and adhere to compliance regulations.
- Build client relationships and provide support.
- Shadow experienced financial advisors.
- Bachelor's degree in Finance or related field (preferred).
- Strong interest in financial services.
- Excellent communication and interpersonal skills.
- Customer-focused attitude.
- Eagerness to learn and adapt.
- Strong organizational and time management skills.
- Ability to work independently in a remote setting.
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Remote Financial Advisor - Client Portfolio Management
60110 Gathiruini
KES70000 annum plus
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Our client, a reputable financial institution, is seeking a dedicated and client-focused Remote Financial Advisor to join their expanding team. In this hybrid role, you will manage a portfolio of clients, providing expert financial planning and investment advice. You will conduct client meetings virtually, utilizing digital tools to discuss financial goals, assess risk tolerance, and develop personalized investment strategies. Responsibilities include market analysis, portfolio rebalancing, retirement planning, and estate planning. You will also be responsible for client acquisition through proactive outreach and networking. The ideal candidate possesses strong communication, interpersonal, and analytical skills, with a deep understanding of financial markets and products. Regulatory compliance and ethical conduct are paramount. You will work closely with internal support teams and investment specialists to ensure clients receive comprehensive financial solutions. This role requires a self-starter who can build and maintain strong client relationships in a flexible work environment.
Key Responsibilities:
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, including investment, retirement, insurance, and estate planning.
- Conduct client needs analysis, risk assessment, and financial goal setting.
- Manage and grow a portfolio of client accounts, ensuring alignment with their financial objectives.
- Provide regular portfolio performance reviews and make recommendations for adjustments.
- Stay informed about market trends, economic conditions, and new financial products.
- Identify and pursue new business opportunities through networking and client referrals.
- Ensure compliance with all relevant financial regulations and company policies.
- Utilize CRM and financial planning software to manage client information and track progress.
- Collaborate with specialists in areas such as tax planning and estate law to provide holistic advice.
- Deliver exceptional client service and build long-term, trusted relationships.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 3-5 years of experience in financial advising, wealth management, or a similar client-facing financial role.
- Relevant certifications such as CFP (Certified Financial Planner), Series 7, and Series 63/65 are highly preferred.
- Proven track record of successfully managing client relationships and achieving sales targets.
- Strong knowledge of investment products, financial markets, and financial planning strategies.
- Excellent communication, presentation, and interpersonal skills.
- Proficiency with financial planning software and CRM systems.
- High ethical standards and a commitment to client best interests.
- Ability to work independently and manage time effectively in a hybrid work model.
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2
Customer Service Representative
60400 Meru , Eastern
KES45000 Annually
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Our client is looking for a dedicated and empathetic Customer Service Representative to join their fully remote support team. This role is essential for providing exceptional assistance and building positive relationships with our valued customers. You will be the primary point of contact, handling inquiries, resolving issues, and offering support through various communication channels, including phone, email, and chat. Your responsibilities will include addressing customer questions about products and services, processing orders, managing complaints, and providing information on company policies. We are seeking individuals with excellent communication skills, patience, and a strong ability to listen and understand customer needs. Proficiency in using customer relationship management (CRM) software and other support tools is essential. The ability to work independently, manage time effectively, and maintain a positive attitude while dealing with challenging situations in a remote environment is crucial. You will be expected to provide accurate and timely information, troubleshoot problems, and ensure customer satisfaction. This position offers a fantastic opportunity to develop your customer service skills and contribute to a positive customer experience, all from the comfort of your own home. Join a supportive team environment where your efforts directly impact customer loyalty and company reputation.
Responsibilities:
Responsibilities:
- Respond promptly and professionally to customer inquiries via phone, email, and chat.
- Provide accurate information about products, services, and company policies.
- Resolve customer complaints and issues efficiently and effectively.
- Process customer orders, returns, and exchanges.
- Maintain customer records by updating account information in the CRM system.
- Identify and escalate priority issues to the appropriate departments.
- Gather customer feedback and share insights with the team for service improvement.
- Adhere to company service standards and quality guidelines.
- Manage time effectively to meet service level agreements (SLAs).
- Contribute to a positive and collaborative team environment.
- High school diploma or equivalent; Associate's or Bachelor's degree preferred.
- Proven experience in customer service or a similar role.
- Excellent verbal and written communication skills.
- Strong active listening and problem-solving abilities.
- Proficiency with CRM software and common office applications.
- Ability to multitask and manage time effectively in a remote setting.
- Patience, empathy, and a customer-centric approach.
- Ability to remain calm and professional under pressure.
- Strong interpersonal skills and a team-player attitude.
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Customer Service Representative
80100 Nairobi, Nairobi
KES30000 month
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Our client is looking for an enthusiastic and dedicated Customer Service Representative to join their vibrant team in **Malindi, Kilifi, KE**. This hybrid role provides the flexibility to work both remotely and from our client's local office. The ideal candidate will be the primary point of contact for customers, handling inquiries, resolving issues, and ensuring a positive customer experience. Key responsibilities include answering customer calls, responding to emails and live chat messages, processing orders, and providing product or service information. You will be expected to identify and escalate customer needs to appropriate departments, follow communication procedures, guidelines, and policies, and meet customer service metrics. Excellent communication, active listening, and problem-solving skills are essential. The ability to remain calm and professional, especially during challenging interactions, is paramount. We are seeking individuals with a friendly demeanor, a strong work ethic, and a genuine desire to help customers. Previous experience in a customer service or client-facing role is preferred. Familiarity with CRM systems and customer support software is a plus. A high school diploma or equivalent is required, with some college coursework being an advantage. You should be comfortable working independently in a remote capacity and also collaborating effectively with colleagues in the office. This is a great opportunity to contribute to customer satisfaction and be part of a supportive team environment, ensuring our client's customers feel valued and supported.
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4
Customer Service Representative
00901 Abothuguchi West
KES45000 Annually
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Our client is seeking a proactive and customer-focused Customer Service Representative to join their support team. This role involves handling customer inquiries, resolving issues, and ensuring a positive customer experience. As a hybrid position, you will have the flexibility to work both remotely and from our office located in **Ruiru, Kiambu, KE**, allowing for a blend of focused independent work and collaborative team engagement.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
- Provide information about products and services, addressing customer needs and concerns.
- Troubleshoot and resolve customer issues efficiently and effectively.
- Process orders, returns, and exchanges accurately.
- Maintain detailed records of customer interactions and transactions.
- Escalate complex issues to the appropriate departments when necessary.
- Gather customer feedback to help improve services and products.
- Adhere to company policies and procedures in all customer interactions.
- Collaborate with team members to share best practices and improve service quality.
- Meet individual and team performance targets for customer satisfaction and response times.
Qualifications:
- Previous experience in customer service or a related role.
- Excellent communication and interpersonal skills.
- Strong problem-solving and conflict-resolution abilities.
- Proficiency in using customer relationship management (CRM) software.
- Ability to multitask and manage time effectively.
- A patient and empathetic approach to customer interactions.
- Comfortable working in both remote and office environments.
- High school diploma or equivalent; further education is a plus.
- Basic computer proficiency.
- Ability to learn quickly and adapt to new systems.
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5
Customer Service Lead
00102 Gathiruini
KES60000 Annually
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Our client, a fast-growing online retailer, is seeking a dedicated and experienced Customer Service Lead to manage their fully remote customer support team. This pivotal role involves overseeing day-to-day operations, ensuring exceptional customer experiences, and mentoring a team of customer service representatives. The ideal candidate is passionate about customer satisfaction, possesses strong leadership qualities, and excels in a remote team environment. You will be responsible for implementing best practices, resolving complex customer issues, and contributing to the continuous improvement of customer service processes.
Key Responsibilities:
This is a fully remote opportunity, requiring excellent communication skills, strong problem-solving abilities, and the capacity to manage and motivate a team virtually. Candidates should have a proven track record in customer service management, preferably within an e-commerce or retail environment. A passion for customer advocacy and a commitment to delivering outstanding service are essential. Proficiency in customer relationship management (CRM) software and a comfort level with remote work tools are required. This role offers the chance to lead a dedicated team and significantly impact customer satisfaction for a thriving business, all from the convenience of your home office.
Key Responsibilities:
- Lead, coach, and motivate a remote team of customer service representatives to achieve performance goals.
- Manage the daily operations of the customer service department, ensuring efficient and effective issue resolution.
- Develop and implement customer service policies and procedures to enhance the customer experience.
- Handle escalated customer inquiries and complaints, providing timely and satisfactory resolutions.
- Monitor customer service metrics and KPIs, identifying areas for improvement and implementing corrective actions.
- Train new team members on products, services, and customer service best practices.
- Maintain a deep understanding of company products and services to provide accurate information to customers.
- Gather customer feedback and insights to inform product development and service improvements.
- Ensure adherence to quality standards and company protocols in all customer interactions.
- Utilize CRM systems and other tools to track customer interactions and manage service requests.
- Foster a positive and supportive team culture within the remote work environment.
This is a fully remote opportunity, requiring excellent communication skills, strong problem-solving abilities, and the capacity to manage and motivate a team virtually. Candidates should have a proven track record in customer service management, preferably within an e-commerce or retail environment. A passion for customer advocacy and a commitment to delivering outstanding service are essential. Proficiency in customer relationship management (CRM) software and a comfort level with remote work tools are required. This role offers the chance to lead a dedicated team and significantly impact customer satisfaction for a thriving business, all from the convenience of your home office.
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6
Customer Service Representative
60200 Meru , Eastern
KES360000 Annually
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Our client is seeking dedicated and customer-focused individuals to join their team as Customer Service Representatives at their Meru office. In this role, you will be the primary point of contact for customers, providing exceptional support and resolving inquiries efficiently. You will handle a variety of customer interactions through phone, email, and potentially in-person channels, ensuring a positive experience.
Key Responsibilities:
Key Responsibilities:
- Respond to customer inquiries and provide information about products and services in a timely and accurate manner.
- Resolve customer complaints and issues with professionalism and empathy, escalating complex problems as needed.
- Process orders, requests, and account updates accurately.
- Maintain customer records and update account information in the CRM system.
- Identify customer needs and provide solutions that meet their expectations.
- Build rapport and foster positive relationships with customers.
- Adhere to company policies and procedures in all customer interactions.
- Collaborate with team members to share knowledge and best practices.
- Meet individual and team performance goals related to customer satisfaction and response times.
- Handle customer feedback and provide insights to management for service improvement.
- High school diploma or equivalent; a degree in a related field is a plus.
- Proven experience in customer service or a related client-facing role.
- Excellent verbal and written communication skills.
- Strong active listening and problem-solving abilities.
- Proficiency in using computer systems, including CRM software and Microsoft Office Suite.
- Ability to remain calm and professional under pressure.
- Patience and empathy when dealing with customer issues.
- Strong organizational skills and attention to detail.
- Ability to work effectively as part of a team in an office environment.
- A genuine desire to help customers and provide exceptional service.
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7
Customer Service Representative
20117 Mwembe
KES40000 month
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Our client is looking for a friendly and efficient Customer Service Representative to join their team in **Nakuru, Nakuru, KE**. This role involves interacting with customers, providing information, resolving queries, and ensuring a positive customer experience across various communication channels, including phone, email, and chat. You will be responsible for handling customer inquiries, troubleshooting issues, and processing orders or requests accurately and promptly. Maintaining detailed records of customer interactions and transactions is crucial. The ideal candidate will possess excellent communication and interpersonal skills, with a patient and professional demeanor. Strong problem-solving abilities and the capacity to remain calm and composed under pressure are essential. Proficiency in using customer relationship management (CRM) software and other relevant tools is expected. You should have a good understanding of the company's products and services to effectively assist customers. This position offers a hybrid work model, providing a balance between in-office collaboration and remote flexibility. A secondary school leaving certificate is a minimum requirement, with additional training or certification in customer service being an advantage. Previous experience in a customer service role is highly preferred. Our client values customer satisfaction and is committed to providing exceptional support. Join us and be a key part of a team dedicated to exceeding customer expectations.
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8
Customer Service Representative
60100 Meru , Eastern
KES45000 month
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Our client is seeking dedicated and customer-focused Customer Service Representatives to join their team in Meru, Meru, KE . This role offers a hybrid work model, blending remote flexibility with essential in-office interaction to ensure optimal service delivery. As a Customer Service Representative, you will be the primary point of contact for customers, addressing inquiries, resolving issues, and providing information about products and services. Your responsibilities will include handling customer calls, emails, and chat messages with professionalism and efficiency. You will strive to ensure customer satisfaction by actively listening to their needs, offering appropriate solutions, and escalating complex problems when necessary. The ideal candidate possesses excellent communication and interpersonal skills, patience, and a friendly demeanor. Proficiency in using customer relationship management (CRM) software and other relevant communication tools is essential. You should be a quick learner, able to retain detailed product information, and adept at problem-solving. We are looking for individuals who are reliable, empathetic, and committed to providing outstanding customer experiences. While this role is hybrid, requiring some presence in our Meru office, it offers the flexibility of remote work for certain duties, providing a balanced approach to work and personal life. Join our client's customer support team and contribute to building strong customer relationships.
Responsibilities:
Qualifications:
Responsibilities:
- Respond to customer inquiries via phone, email, and chat in a timely manner.
- Provide accurate information about products, services, and company policies.
- Resolve customer complaints and issues efficiently and professionally.
- Process orders, forms, and applications as required.
- Maintain customer records by updating account information.
- Identify and escalate priority issues to the appropriate department.
- Gather customer feedback and share it with relevant teams.
- Follow communication procedures, guidelines, and policies.
- Contribute to team efforts by accomplishing related results as needed.
- Ensure a positive customer experience in every interaction.
Qualifications:
- Proven experience in customer service or a similar client-facing role.
- Excellent verbal and written communication skills.
- Strong active listening and problem-solving abilities.
- Proficiency in using CRM software and office applications.
- Ability to remain calm and professional under pressure.
- Good organizational and time management skills.
- Customer-oriented approach and strong interpersonal skills.
- High school diploma or equivalent; associate's degree preferred.
- Ability to work effectively in a hybrid remote/in-office environment.
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