Description
Role Overview
The Client Services Coordinator will manage front-office interactions with customers and business visitors while coordinating requests between clients and internal fintech teams. The role is particularly suited to professionals who combine customer service excellence with strong administrative and problem-solving capabilities.
Key Responsibilities
- Receive and assist clients visiting the fintech office.
- Respond to general customer inquiries and direct specialized requests to appropriate teams.
- Coordinate client appointments, consultations, and service meetings.
- Maintain accurate records of customer requests and follow-up activities.
- Support account-service and documentation processes within authorized procedures.
- Coordinate with operations, technology, finance, and customer-support teams to resolve client issues.
- Monitor outstanding client requests and ensure timely follow-up.
- Prepare customer-service reports and administrative summaries.
- Assist with client onboarding activities and appointment scheduling.
- Maintain a professional and organized reception environment.
- Handle confidential customer information responsibly.
- Identify recurring client concerns and communicate improvement opportunities to management.
Candidate Profile
- Degree or diploma in Business Administration, Banking, Finance, Communications, or a related field.
- Experience in customer service, banking, fintech, reception, or client operations.
- Excellent communication and interpersonal skills.
- Strong problem-solving and organizational abilities.
- Comfortable working with digital financial platforms and office systems.
- Strong attention to detail and customer-service orientation.
What You’ll Bring
A combination of front-office professionalism and fintech service awareness, creating a smooth connection between clients and internal financial-service teams.
Are you interested in this position?
Apply by clicking on the “Apply Now” Button below!
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