Associate, Investor Services
Core
Frontline support for investor experience via phone, email, and online channels, assisting investors in navigating the platform and resolving enquiries.
Role type
Associate, Investor Services (Contact Centre)
Builds
Automic's investor administration platform and services for companies and funds
Domain
Financial Technology (Fintech) / Investor Administration
Deliverable
client delivery
Required skills
customer service, verbal and written communication, problem-solving, multi-system navigation, attention to detail, performance target management
Preferred skills
empathy, resilience, adaptability, collaborative attitude
Responsibilities
Manage inbound and outbound investor enquiries via phone and email, provide support across the online investor platform, respond to concerns and complaints, deliver accurate and timely information, follow call scripts and service guidelines, collaborate to resolve complex issues, meet performance targets, maintain product knowledge, participate in training programs
Seniority
Junior, individual contributor