Customer Experince Executive
Core
Answer inbound calls and emails from Shareholders to assist them with buying or selling shares and responding to basic queries.
Role type
Customer service executive (financial services)
Builds
Shareholder support services
Domain
Financial services / Equity trading
Deliverable
client delivery
Required skills
inbound call handling, email response, regulatory compliance, process adherence, security procedures
Responsibilities
Answer inbound calls from Shareholders, respond to basic queries, refer complex issues to senior colleagues, ensure compliance with regulatory and statutory requirements, adhere to security arrangements and quality systems, meet service level agreements.
