Account Officer - EFG-Hermes
EFG-Hermes
Total years of experience :18 years, 9 Months
Reading market researches (technical and fundamental analysis) and to keep updated with political and economical news all over the world and the region in specific and to analyze it then conducted to my clients as consultation and recommendations.
Taking orders from my clients and manage it until execution.
Responsible for all documentation with clients (orders, AOF updates).
Follow up the account statements, positions and latest news with the concerning clients.
Offering secure standardized messaging and pre-settlements process with references data and standards foundation.
Act as linkage point between brokers, dealers and there concerning client around world.
Sending and receiving (brokers’ invoices and client instructions) to match the settlement process.
Answer questions of customer relates to the service and the procedures.
Answer Inquiries of customer relates to their account.
Resolve client’s complaints.
Meet clients.
Promoting and marketing for premium cards.
Full information about embossing cycle.
Full information about filing system.
Entering application data in system.
Handel all transactions of unclaimed accounts.
Following outgoing cards issued.
Handling returned cards.
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