Telephone Support Agent
Hybrid
Core
First point of contact for customers to handle inquiries about investment products, pensions, and accounts via phone, email, and secure messages.
Role type
Customer support agent (financial services)
Builds
Customer support interactions for investment platform services
Domain
Financial services / Investment
Deliverable
client delivery
Required skills
Customer service, telephone communication, written communication, empathy, attention to detail, IT skills (Word, Excel, Outlook), workload management
Responsibilities
Handle inbound calls and customer queries, respond to emails and secure messages, resolve customer issues with colleagues, ensure compliance with service levels, support customers with patience and understanding
Seniority
Entry-level / Junior