Client Engagement Officer

Jubilee Group was established in August 1937 as the first locally incorporated Insurance Company in Mombasa, growing to become the largest Composite insurer in East Africa. Jubilee Asset Management Limited (JAML) is a wholly owned subsidiary of Jubilee Group, focusing on providing fund management and investment advisory products and services to retail and institutional clients.

The role holder interacts with Jubilee Asset Management customers to provide them with information, address inquiries regarding products, processes, and services. In addition, they deal with and help resolve any customer complaints and implement initiatives to improve customer satisfaction levels and loyalty, while ensuring that the customers receive world class customer service.

1. Accountable for day-to-day communication with clients regarding product promotions, customer engagement initiatives, and campaigns.
2. Proactively contact clients with unfunded accounts, follow up to encourage account funding, and achieve the set funding targets.
3. Manage customer inquiries received through telephone, email, social media platforms, and customer portals, ensuring prompt and professional responses.
4. Provide portal support by assisting clients with account access, navigation, transaction queries, and resolving technical issues.
5. Receive, investigate, resolve, and escalate customer complaints through all communication channels, ensuring timely resolution and excellent customer service.
6. Collaborate with fund services department to ensure accurate and timely execution of withdrawal transactions.
7. Monitor customer feedback and engagement trends, providing recommendations to improve service delivery and customer experience.
8. Identify operational risks within the function and implement appropriate mitigation measures.
9. Maintain accurate, complete, and confidential client records in accordance with data protection policies and regulatory requirements.
10. Compliance: Stay updated with investments, Fund management, CIS, CBK, and RBA regulations and customer services best practices to ensure compliance with industry standards
11. Ensure compliance with internal policies, regulatory requirements, and service level agreements in all customer interactions and operational activities.
12. Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
13. Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
14. Individualized Development Planning: Create personalized development plans that align with your career aspirations and the organization’s objectives.

1. Customer Service: Ability to provide excellent service and resolve customer inquiries and complaints.
2. Communication: Strong verbal and written communication skills to interact with customers and agents effectively.
3. Problem-solving: Aptitude for identifying and resolving customer issues by providing suitable solutions.
4. Active Listening: Ability to listen attentively to customers and understand their needs.
5. Adaptability: Flexibility to handle various customer situations and adapt to changing priorities.
6. Attention to Detail: Thoroughness in maintaining accurate customer records and analyzing information.
7. Teamwork: Collaborative mindset to work effectively with colleagues and support team objectives.
8. Empathy: Ability to understand and empathize with customers’ concerns and provide appropriate support.
9. Bachelor’s degree in Finance, Business or any other related course.
10. Customer service training is an added advantage
11. Minimum 2 years’ experience in a similar role.
12. Experience in effectively resolving customer inquiries and complaints.
13. Experience in financial service industry is an added advantage