Analyst,Transfer Agency
No visa sponsorship
Core
Responding to customer queries via telephone or email and monitoring inboxes to ensure service level compliance.
Role type
Customer service analyst (transfer agency)
Builds
Customer support operations for wealth management and asset servicing clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
telephone communication, email management, data verification, time management, quality assurance
Responsibilities
Responding to customer queries via telephone or email, Monitoring email inboxes to ensure all queries are completed within agreed service levels, Performing call backs to customers to verify particulars of instructions, Ensuring tasks are completed within correct time scales and to the right level of quality & accuracy