Senior Customer Service Executive, Wellington

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 markets. 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 involves providing onboarding, transactional, and customer experience support over the phone, via email, and chat for investors.Job responsibilities Take full ownership of client interactions across various touchpoints - social media, email, phone. Provide insights and information to enhance customer experience, support business decisions, and improve operational efficiency. Maintain knowledge of AML/CFT practices for customer onboarding, transaction monitoring, and ongoing due diligence.Assist the Head of Customer Services with monthly and quarterly reporting to internal and external stakeholders. Support the General Manager and team with ad hoc tasks. Skills required Experience in a frontline customer service role, ideally within retail financial services. Experience as a domain expert on products/services is preferred.Proficiency with tools such as Excel, Trello, Intercom for CRM. Excellent written, oral, and interpersonal communication skills. What you will get in return A unique opportunity to be part of an expanding global business. Competitive salary based on skills and experience. Training and development opportunities.Additional information We are an equal opportunity employer, ensuring no discrimination based on gender, identity, marital status, race, ethnicity, age, sexual orientation, disability, or other protected characteristics. Hiring decisions are based on skills, qualifications, and experience. Our success is measured not only by delivering excellent products and services but also by our positive impact on society and the environment. For more information on our CSR initiatives, visit our CSR policy .We offer a competitive salary, inclusive benefits tailored to each location, and opportunities for talent development, including education support and training programs. Note: Unsolicited CVs from recruitment agencies will not be accepted. We work with exclusive recruitment partners for this role.#J-18808-Ljbffr