Advisor & Investor Services Officer
Core
Provide superior adviser services and perform administrative tasks for new business applications, investments, withdrawals, and client changes within SLAs and KPIs.
Role type
mid-level financial services operations officer
Builds
client service workflows and administrative processes
Domain
Financial Services / Investor Services
Required skills
client service, administrative task execution, Excel proficiency, attention to detail, compliance adherence, written and verbal communication, time management
Preferred skills
team collaboration, positive attitude
Technologies
Excel
Responsibilities
Process new business applications, handle additional investments and switches, manage withdrawal requests, process investment bond changes, handle maturities, update client changes and identification, manage product feature changes, respond to email and website enquiries, handle inbound and outbound telephony communications, perform ad hoc customer service tasks
Seniority
Junior to Mid-level, hands-on IC