Contact Center Specialist

Role Overview

• Work with advisors and clients regarding service issues, requests, policies, and procedures
• Provide brilliant customer service by responding to advisor and client inquiries in a fast-paced, customer-focused environment
• First point of contact regarding service issues, troubleshooting, and enter complex service requests into systems for resolution
• Educate clients and advisors on newly implemented services, systems, or procedures for efficient self-service
• Process complex service transactions or resolve account service casework promptly
• Interact directly with customers via inbound/outbound phone to provide accurate and immediate solutions
• Participate in team meetings and brainstorming sessions to discuss process updates and operational issues

Requirements

• Graduate/ Post
• Graduate in finance / commerce/ business management/ operations discipline
• Minimum 1-3 years of relevant work experience
• Strong written and spoken communication skills
• Ability to explain complex policies or concepts in time bound manner
• Excellent customer service skills
• Up to 3 years of customer service experience
• Exposure to Financial services industry with knowledge of products and services in Securities & Brokerage Operations & Insurance sector

Benefits

• Inclusive, collaborative culture
• Opportunities to make an impact in the office and community
• Flexibility to work from home two days per week