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Investor Services Associate Contact Centre
2 months ago
Investor Services Associate Contact Centre
Location: Sydney, Australia
Date Posted: Feb 24, 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
- 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**:
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