Team Member - CS Coordinator

<p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Candara, sans-serif;color:#000000;">1.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><b><span style="font-family:Candara, sans-serif;color:#000000;">Client Query Resolution:</span></b></p> <p class="MsoListParagraph"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Serve as the main contact between the CS and Operations teams to address and resolve client queries.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Analyse and interpret client issues, coordinate with relevant departments, and provide timely and accurate solutions.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Follow up with clients to ensure satisfaction and resolve any outstanding issues.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Candara, sans-serif;color:#000000;">2.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><b><span style="font-family:Candara, sans-serif;color:#000000;">Document Processing:</span></b></p> <p class="MsoListParagraph"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Review, process, and verify client documentation as per company standards and regulatory requirements.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Maintain accurate records and files of client documents, ensuring data integrity and confidentiality.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Coordinate with CS and Operations teams to ensure all documentation is completed and submitted in a timely manner.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Candara, sans-serif;color:#000000;">3.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><b><span style="font-family:Candara, sans-serif;color:#000000;">Client Visits:</span></b></p> <p class="MsoListParagraph"><b><span style="font-family:Candara, sans-serif;color:#000000;"> </span></b></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Greet and attend to clients visiting the Head Office, ensuring a professional and welcoming experience.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Assist clients with their inquiries, provide necessary information, and guide them through the visit process.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Coordinate with relevant departments to address client needs and schedule appointments or meetings as required.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Candara, sans-serif;color:#000000;">4.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><b><span style="font-family:Candara, sans-serif;color:#000000;">Communication and Coordination:</span></b></p> <p class="MsoListParagraph"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Facilitate effective communication between the CS and Operations teams to ensure alignment on client-related issues.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Organize and participate in regular meetings with both teams to review and address ongoing client concerns.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Provide feedback to both teams to improve processes and enhance client satisfaction.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Candara, sans-serif;color:#000000;">5.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><b><span style="font-family:Candara, sans-serif;color:#000000;">Retention Calling and Client Communication:</span></b></p> <p class="MsoListParagraph"><b><span style="font-family:Candara, sans-serif;color:#000000;"> </span></b></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Conduct retention calls to existing clients to ensure continued satisfaction, address any concerns, and identify opportunities for further engagement.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Send professional and timely emails to clients to communicate updates, resolve issues, and provide information as needed.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Make outbound calls to clients to inform them of the status of their requests, providing clear and accurate information.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Candara, sans-serif;color:#000000;">6.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><b><span style="font-family:Candara, sans-serif;color:#000000;">Administrative Support:</span></b></p> <p class="MsoListParagraph"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Handle administrative tasks related to client interactions, including scheduling, correspondence, and record-keeping.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Prepare and maintain reports on client interactions, documentation status, visit logs, and call activities.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Candara, sans-serif;color:#000000;">7.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><b><span style="font-family:Candara, sans-serif;color:#000000;">Compliance and Quality Assurance:</span></b></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Ensure compliance with company policies, procedures, and industry regulations in all client interactions and documentation processes.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> - Participate in quality assurance initiatives to continuously improve client service and operational efficiency.</span></p>