Customer Service Executive

About the role

As a member of the InvestNow team, this role is to provide onboarding, transactional, and customer experience over the phone, via email and chat for investors.

Responsibilities

• Taking full and complete ownership of the interactions with clients using various touch points - social, email, phone
• Provide insight and information that is required to deliver an improved customer experience, drive business decisions and improve operational efficiency
• Have knowledge of AML/CFT practices for onboarding of customers, transaction monitoring and ongoing-customer due diligence
• Assist the General Manager and other members of the InvestNow team with ad- hoc tasks
• Skills Required:
• Preferably some experience in a frontline customer service role, ideally in the retail financial services industry
• Preferably has been a in role where you are the domain expert on products/services
• Competent with tools such as Excel, Trello, Intercom for CRM
• Excellent written and oral communication skills and interpersonal skills
• What you will get in return:
• A genuinely unique opportunity to be part of an expanding large global business
• Competitive remuneration commensurate with skills and experience
• Training and development opportunities
• Additional information:
• We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
• For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

Additional Information

FundRock NZ Limited is a licensed MIS manager under New Zealand's Financial Markets Conduct Act. Through our Fund Hosting business, we issue and manage investment funds in NZ for: offshore investment managers who want to offer PIE-compliant funds to NZ investors, but don't want to go through the licensing process themselves; and domestic investment managers who want to outsource the issuing and managing of their funds, so they can concentrate on investment management and distribution activities. Customer Service Executive Location : Wellington

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