The successful candidate will be expected to carry out the following duties and responsibilities:
Duties and Responsibilities
-
Act as the first point of contact for client inquiries across assigned investment platforms.
-
Provide accurate information on products, services, and processes in line with Pergamon Investment Bank standards.
-
Support front-office operations, including client onboarding and documentation processing.
-
Coordinate with internal teams to resolve client issues and service requests efficiently.
-
Maintain accurate client records and update relevant systems.
-
Ensure timely follow-up on client requests and escalations.
-
Uphold service delivery standards and contribute to continuous service improvement.
-
Assist in managing client communications via email, phone, and digital channels.
-
Adhere to internal policies, compliance requirements, and operational procedures.
-
Support relationship management efforts through professional and consistent client engagement.
Formal Qualifications
-
Bachelor’s degree or Diploma in Business, Finance, Customer Service, or a related field (Placeholder)
-
Relevant professional certifications will be an added advantage (Placeholder)
Experience and Knowledge
-
Previous experience in a customer service or front-office role, preferably within financial services
-
Understanding of investment products and client servicing processes
-
Experience working in a structured, compliance-driven environment
-
Knowledge of service delivery best practices
Computer Literacy
-
Proficient in MS Office
-
Experience using CRM or client management systems
Interpersonal and Intrapersonal Skills
-
Strong communication and interpersonal skills
-
Client-focused mindset
-
High attention to detail
-
Problem-solving and follow-through ability
-
Ability to work independently and within a team
-
Professional demeanor and strong work ethic
-
Time management and organizational skills
Industry Background (Preferred)
-
Investment Banking
-
Asset Management
-
Commercial Banking
-
Financial Services
Employment Type
-
Full-time
Job Functions
-
Customer Service
-
Front Office Operations
-
Client Support
-
Service Delivery
Interested candidates who meet the job requirements are encouraged to send their application documents to
hr@pib.africa
Closing Date: 13 February 2026
Only shortlisted candidates will be contacted.
