Senior Customer Service - Investor Services
This role is responsible for ensuring investor queries are handled according to our quality and service level standards across calls and emails for all clients.
Key Responsibilities:
* Responding to investor queries via phone or email
* Ensuring queries are answered in line with department procedures
* Acting as a buddy/mentor to new team members when required
Requirements:
* Working knowledge of Client & Investor Servicing
* Ability to work to set deadlines
* Microsoft Office Skills (Excel, Word)
* Attention to detail and strong accuracy
* Analytical skills to research and resolve enquiries
* Good communication skills
Additional Requirements:
* Participate in team huddles and team meetings
* Participate in client visit meetings as required
Our department provides third party fund services to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements.