passant Kamal shalaby

customer service specialistFull Time

• Job Details:• help a customer decide what product or service would be suitable for their needs(online trading – account executive) • Handlings general questions and also understand the customer’s problems and resolve complaint. • Interface with other internal departments to resolve customer’s problems. • Follow up on customer inquires not immediately resolved. • Provide customers with product and service information. • Opening new contracts with the new customers. • Issuing invoices and statements. • Open an account with the required documents and papers. • Issuing code of the clients in coordination with operation and bookkeeping. • Issuing payments form and follow –up on the payment process with clients accounting department. • Update client information and database in coordination with the contract department. • Issuing withdrawal forms for clients. • Classification of clients in coordination with clients accounting and trading department. • Serve resident clients upon their categories. • Sending daily & research reports upon request. • Handling IPO logistics in coordination with all departments. • Handling easy payment for Gold & premier clients. • Handling all clients problems, inquires and information needed. • Serving clients and provide with their daily execution.