Customer Service Advisor
Core
Administrative support for the Digital Channels Customer Service Team, handling customer queries, data entry, and account lifecycle management.
Role type
Customer Service Advisor (Administrative)
Builds
Smooth operation of the Digital Channels Customer Service Team
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Customer service experience in financial services, Microsoft Office proficiency, data entry accuracy, oral and written communication
Preferred skills
Willingness to obtain relevant qualifications
Responsibilities
Handle incoming calls and mail from customers, input and maintain client data, handle account opening to closure, monitor internal customer transfers, process cash transactions, prepare new client documentation, set up online access for digital portals
Seniority
Individual Contributor