Investor Services Associate Contact Centre

5 days ago

Sydney, Australia Apex Group Full time

**Department**: Fund Administration Services

**Employment Type**: Permanent

**The Role**:

- 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

**The Skills**:

- 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 organisational skills;
- Strong communication skills both oral and written;
- Strong problem-solving skills;
- Ability to work independently;
- Ability to prioritise taskS.
- A high level of visibility within a large organisation on an upwards trajectory
- The ability to define marketing processes to drive innovation and have a tangible impact on the business
- Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
- Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
- Opportunity to work with a diverse, agile, and global marketing team.
- The opportunity to innovate, bring discipline to brand activity and really make a difference.

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.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.
- Published date: 03/06/22_
- PID 9620_

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