Job Summary
The Customer Support Associate (CSA) will be responsible for supporting customer onboarding, documentation, and field-level coordination activities. The role involves direct interaction with existing and prospective clients, assisting with documentation, and ensuring timely completion of processes as per organizational requirements.
Key Responsibilities:
• Assist existing and prospective customers in filling out application forms.
• Collect duly signed application forms and required documents, including KYC documents and cheques.
• Follow up with customers for pending signatures and additional documentation.
• Collect audit-related documents from both existing and prospective clients.
• Coordinate with branch/local office for operational and administrative asks.
• Undertake field visits as required for document collection and customer support.
• Handle any other assignments or responsibilities assigned by the Branch Office (BO)/ Local Office from time to time.
Preferred Skills:
• Good communication and interpersonal skills.
• Ability to manage documentation and follow-ups efficiently.
• Willingness to travel locally for field assignments.