Jean Kagia
Jean Kagia

Client Relations and Customer Experience Professional

Open to offers · Member since 22 Oct 2026
Location
Nairobi, Kenya
Desired salary
Unspecified
Work preference
Remote Only
Experience level
Senior

About

Professional summary

I am a results-driven Client Relations and Customer Experience professional with more than 15 years of experience in financial services, customer support, account management, client onboarding, and customer engagement.

I build and maintain strong client relationships by providing responsive support, clear product and platform guidance, and consistent follow-up. My experience includes managing client portfolios, resolving account-related concerns, supporting retention, and improving customer satisfaction.

I have supported clients across email, phone, live chat, social media, Telegram, WhatsApp, and in-person channels. I am comfortable assisting with onboarding, account setup, transactions, trading platform navigation, and service-related queries.

I also have experience coordinating client seminars, workshops, webinars, and engagement events. I manage logistics, registrations, vendors, client communications, and post-event follow-up while maintaining a welcoming and professional client experience.

My financial-services background includes foreign exchange, remittances, cash management, reconciliations, AML, KYC, EDD, and operational reporting. I bring strong attention to detail, compliance awareness, communication skills, and the ability to remain effective in fast-paced, target-driven environments.

I work collaboratively with sales, marketing, development, and operational teams to deliver effective client solutions and high service standards. I am committed to professionalism, problem solving, customer retention, and long-term client success.

Skills

28 capabilities

Tech stack & tools

Working toolkit

Languages & Frameworks

Experience

Career history

Client Education Co-Coordinator Exinity Capital Limited – FXTM Kenya

Coordinated client seminars, workshops, and educational events, including venues, vendors, registrations, logistics, and post-event follow-up. Provided front desk and on-site support to ensure a professional and welcoming client experience.

Managed client engagement through Telegram and WhatsApp communities, responded to client queries, and shared relevant information. Collaborated with Sales, Marketing, and Development teams, contributed to client-facing educational content, and served as an MC and facilitator for client events.

Relationship & Account Manager Exinity Capital Limited – FXTM Kenya

Managed a portfolio of retail and active clients, supporting satisfaction, engagement, retention, and long-term relationships. Achieved KPIs related to client activation, deposits, service levels, and customer satisfaction.

Provided support through email, phone, and live chat; resolved account and platform issues; and guided clients through account setup, transactions, platform navigation, products, and market updates. Conducted proactive follow-ups, identified high-value clients for relationship-management transition, and collaborated with internal teams to resolve issues and support sales initiatives.

Online Customer Service Representative / Moderator AT Solution – ATFX Arabic

Provided real-time customer support through live chat and webinar platforms, addressing client queries, complaints, and service-related concerns. Built digital client engagement while maintaining a professional online customer experience.

Moderated live sessions, encouraged client participation, and co-hosted webinars and other digital engagement initiatives. Assisted new clients during account onboarding and setup while providing accurate information about products and services.

Branch Supervisor UNIMONI Money Transfer Ltd

Oversaw daily branch operations, customer service, cash management, and administrative activities. Supervised daily reconciliations, maintained accurate records, and prepared operational reports.

Ensured compliance with AML, KYC, EDD, and internal operational procedures. Managed customer relationships, supported the promotion of financial products and services, and guided the team in delivering efficient and professional service.

Senior Head Cashier UNIMONI Money Transfer Ltd

Processed international remittances, foreign exchange transactions, and SWIFT transfers accurately. Handled customer queries and provided professional support across in-person, telephone, and online channels.

Managed daily cash reconciliations and maintained accurate financial records. Upheld confidentiality, compliance, accuracy, and customer-service standards while assisting customers with transaction-related requirements.

Teller / Money Transfer Agent Give and Take Forex Bureau Ltd

Processed foreign exchange and local and international money-transfer transactions accurately and efficiently. Provided professional front desk support and responded to customer inquiries.

Prepared daily transaction and regulatory reports and maintained accurate transaction records. Ensured adherence to operational procedures and service standards.

Education

Learning history

Compuera College

Diploma, Human Resource Management (ICM)

Diploma in Human Resource Management (ICM).

Railway Training Institute

Certificate, Business Administration (ABE)

Certificate in Business Administration (ABE).

Institute of Advanced Technology

Certificate, Computer Applications (ICDL)

Computer Applications Certificate (ICDL).

CISI

Certification, Regulations and Market Practice (Kenya)

CISI certification in Regulations and Market Practice (Kenya).

CISI

Certification, International Introduction to Securities and Investment

CISI certification in International Introduction to Securities and Investment.

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