Job Opportunity: Client Services Officer – Onboarding
Discover your future with Jubilee Insurance – the leading composite insurer in East Africa.
Since 1937, Jubilee Insurance has been at the forefront of financial services in East Africa. Established in Mombasa as the first locally incorporated insurance company, Jubilee has grown into the region’s largest composite insurer, providing Life, Pensions, Asset Management, and Medical Insurance. Today, Jubilee serves over 1.9 million clients across Kenya, Uganda, Tanzania, and Burundi, and remains the only ISO-certified insurance group listed on all three East African stock exchanges.
As part of our continued growth, Jubilee Asset Management Limited is pleased to announce an exciting opportunity in client relationship management.
Position: Client Services Officer – Onboarding
Location: Head Office, Nairobi
Reports to: Assistant Manager – Fund Administration
Closing Date: August 29, 2025
We are seeking a proactive and customer-focused individual to join our Client Services team. The successful candidate will be responsible for ensuring a seamless onboarding experience for new clients while maintaining high service standards.
Job Description (JD):
As a Client Services Officer (Onboarding), you will be expected to:
- Manage the end-to-end onboarding process for new clients across various investment products.
- Ensure client documentation is accurately completed, verified, and filed in compliance with regulatory requirements.
- Liaise with clients to provide guidance, respond to queries, and address onboarding concerns promptly.
- Coordinate with internal departments to ensure a smooth transition of clients into Jubilee systems.
- Support the preparation of onboarding reports, dashboards, and client records.
- Continuously review onboarding processes to enhance efficiency and client satisfaction.
- Provide administrative support to the Client Services and Fund Administration teams as required.
This role is ideal for individuals passionate about customer experience and client relationship management within a dynamic asset management environment.
How to Apply
If you are interested in the Client Services Officer – Onboarding position, please submit your application by August 29, 2025.
We currently have an exciting career opportunity for the role Client Services Officer (Onboarding) within Jubilee Asset Management Limited. The position holder will report directly to the Assistant Manager-Fund Administration. The role will be based at our Head Office in Nairobi.