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Investor Services Associate Contact Centre
1 week ago
Location:
Sydney, Australia
Date Posted:
Mar 15, 2023
Description
About the role:
Responsibilities:
The role duties and responsibilities will include but not limited to the following:
- Effectively manage inbound and outbound calls for a portfolio of funds on various clients.
- Provide outstanding verbal and written customer service.
- First point of contact for investors and financial advisors and Client.
- Proactively monitor queues within our CRM (AWD) and ensure SLAs are met daily.
- Meet quantitative & qualitative KPIs.
Proven Experience & Qualifications:
- Experience in phone customer service
- 12 years customer services experience in a call Centre
- RG146 preferred
Skills Required:
- Ability to work well under pressure.
- High level attention to detail.
- First call resolution
- Effectively employee the TOFU mindset, taking ownership and following up.
- Strong team player.
- Strong communication and analytical skills.
- An understanding and interest in financial markets
- Strong organizational skills.
- Strong communication skills both oral and written.
- Strong problemsolving skills.
- Ability to work independently.
- Ability to prioritize tasks.
Additional information:
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
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