Investor Services Associate Contact Centre

1 week ago


Sydney, New South Wales, Australia LRI Invest S.A. Full time

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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