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Investor Services Associate Contact Centre
2 weeks ago
**About our Company**
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
Apex Group includes FundRock, LRI and European Depositary Bank.
**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
- 1-2 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 problem-solving 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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