Senior Customer Service Executive, Wellington

Senior Customer Service Executive page is loaded Senior Customer Service Executive Apply locations Wellington time type Full time posted on Posted 11 Days Ago job requisition id JR-0007297 FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market.We invest in our people, enabling you to develop your skills and build on your experience. If you like the idea of working for an ambitious and growing company, as part of a multicultural team, we are the place for you. Senior Customer Service Executive Wellington Description As a member of the InvestNow team, this role is to provide onboarding, transactional, and customer experience over the phone, via email and chat for investors.Job specification Taking full and complete ownership of the interactions with clients using various touch points - social, email, phone Provide insight and information that is required to deliver an improved customer experience, drive business decisions and improve operational efficiency Have knowledge of AML /CFT practices for onboarding of customers, transaction monitoring and ongoing - customer due diligenceAssist the Head of Customer Services with monthly and quarterly reporting to internal and external stakeholders Assist the General Manager and other members of the InvestNow team with ad-hoc tasks Skills Required: Some experience in a frontline customer service role, ideally in the retail financial services industryPreferably has been in a role where you are the domain expert on products/services Competent with tools such as Excel, Trello, Intercom for CRM Excellent written and oral communication skills and interpersonal skills What you will get in return: A genuinely unique opportunity to be part of an expanding large global business;Competitive remuneration commensurate with skills and experience; Training and development opportunities Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic responsibilities for dependants, physical or mental disability. Any hiring decision is made based on skills, qualifications, and experiences.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. As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.#J-18808-Ljbffr