Account Management Specialist
Full-time
MiFin Services Philippines, Inc.
Key Responsibilities
· Builds business relationships with members.
· Records notes of every call in the CRM accurately.
· Educates members on how to apply the business process to their specific business situation.
· Assists members to trade with each other.
· Learns and understands the cost of trade.
· Collects fees.
· Administrations of member accounts.
· Enforcements of Trading Rules and Regulations proactively.
· Handles client inquiries efficiently and effectively.
· Promotes and explains Trading Tips to members to help them trade.
· Suggests advertising campaigns, special offers, and promotions.
· Works with the Marketing Department to create artwork and promotions.
· Assists with general inquiries from members.
· Educates members on how to use the systems and tools available to them.
· Updates directory listings as required to better promote the members.
· Provides high-level customer service to all members.
· Educates members how to use the phone app and web site.
Administration of member accounts
· Reacts to changes in account statuses and take the required action proactively.
· Follows fee collection best practice policies and procedures.
· Ensures the CRM contact information is maintained and kept up to date.
· Offers members additional cards, staff accounts, and sales-only accounts as may be required.
· Ensures directory descriptions are up to date and accurately reflect a member’s business and their current trading status proactively.
· Educates members of their obligations as set out in the Trading Rules and Regulations.
· Updates and maintains weekly and monthly reports.
Vacancy posted 13 hours ago
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