Sr. Client Services Desk

Full-time Management & Operations

Responsibilities

• Respond promptly to customer inquiries via phone, email, and chat.
• Resolve customer issues and complaints with professionalism and empathy.
• Maintain accurate records of customer interactions and transactions.
• Collaborate with other departments to provide effective solutions.
• Stay updated on product knowledge and services to assist customers effectively.

Qualifications

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: 3-5 years of experience in customer service, preferably in financial services.
• Skills and Competencies: Strong knowledge of mutual funds and loans, proficiency in WAM software.
• Working Conditions: Office-based, with flexibility for hybrid working options.
• Qualities and Traits: Excellent communication skills, problem-solving abili...