Investor Services Associate

2 weeks ago

Sydney, Australia LRI Invest Full time

Description

Do you have customer service experience, and are you seeking a new job in Sydney? Apex Group is looking for a full-time customer service professional as an Investor Services Associate.

The Apex Group works daily to create an environment where our people can make a difference - to themselves, their career, their teams, and the success of our firm and clients. This Call Centre Customer Services role is focused on handling both inbound and outbound calls to provide exemplary customer service to our clients.

In your first week in this role, you can expect to:

- Effectively manage inbound and outbound calls for a portfolio of funds on various clients
- Provide outstanding verbal and written customer service
- Be the first contact point for investors, financial advisors, and clients
- Proactively monitor queues within our CRM (AWD) and ensure SLAs are met daily.
- Good communication and analytical skills
- An understanding and interest in financial markets
- Good organisational skills
- Excellent communication skills, both oral and written.

About Our Company:
Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 12,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and education and social mobility. Life at Apex isn't just about the work you do. It's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.

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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