Serve as first point of contact for existing and potential clients to address queries, complaints, and escalations.
Providing a professional, efficient, accurate and customer orientated service in line with greed standards and processes.
Prioritizing workload as required and ensuring all client queries are dealt with appropriately to guarantee client satisfaction.
Maintaining a positive, empathetic, and professional attitude toward customers always via all communication channels such as email, phone and live chat.
Work closely with all departments to ensure client enquiries are responded to accurately and promptly.
Build a strong relationship with clients and team members to improve the entire client experience.
Assist in developing, presenting, and implementing policies and procedures to make sure customers have an excellent trading experience.
Document filing (including downloading, uploading customer information and documents, or data entering).
Communicate complex concepts in clear, simple, and understandable terms.
Assisting with Partnership tasks.
Aid with financial transactions together with our Payments team.
Liaise with internal departments to ensure smooth onboarding experience.
Providing feedback on the efficiency of the customer service process.
