Responsibilities:

• Ongoing review of client files to ensure that the correct client engagement procedures are followed by the Relationship Managers (‘RM’s) and that all the necessary support documentation is obtained at the point of engaging clients.
• Maintain an organized procedure for obtaining all client legal documentation – National ID or passport, KRA pin, passport size photographs and other documentation as required by the legal officer.
• Review completed transaction client files to ensure they contain the full set of transactional documents (e.g. sales agreements, receipts, addendums to the sale agreements etc) and are ready for the title transfer process;
• Assist in monitoring the turnaround times of Legal documentations, that is ensuring clients sign and return relevant documents that are required for each title transfer process (e.g. client documents, AMG realtors documents, relevant transfer forms duly signed etc)– and document the same for purposes of tracking the progress.
• Maintain a system to track clients who have completed their contractual payments and ensure that all transfer procedures are initiated and processed in a timely manner;
• Populate the departmental transaction tracking tool to ensure visibility of all transactions.
• Upon receipt of original Titles from the land Registry, ensure that each one is delivered to the respective client and ensure that the title delivery is acknowledged. Further, ensure correctness of the titles (client names, plot references etc)
• Responsible for dispatch of all client documentation to the relevant AMG associates and offices.
• Relieve the Office Assistant in the hospitality role in the event that she is away from the office;
• Keeping track of the Relationship Managers who are holding Client Files and ensure they return to the correct storage location;
• Any other tasks as assigned from time to time

Qualifications:

• Bachelor’s Degree in a Customer Relations/Business Administration/Public Relations from a recognized institution.
• Minimum of 3 years’ experience in Customer Service Management
• Good communication skills.
• Excellent knowledge of MS Office & Excel.