Financial Services Account Associate Specialist

What you will be doing

• Verifying and inputting customer requests to ensure information is correct and in good order, and takes appropriate action.
• Manage inbound and outbound calls to clients to obtain information which in not in good order or needs any additional confirmation
• Making courtesy calls to the clients upon their request, once their submitted work request is completed
• Maintain high level of professionalism during calls and focus on positive voice of customers
• Performing quality control activities to ensure quality standards are met.
• Producing template email or written correspondence to customers, when appropriate
• Adhering to all policies & procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality
• Adhering to all fund/company policies and regulatory controls/requirement
• Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service
• Guiding/mentoring peers on less complex processes

What you bring

• 3 to 5 year call center (Voice Support) Experience
• International call center experience is good to have
• Excellent customer service skills that build high levels of customer satisfaction
• Strong phone, verbal and written communication skills, along with active listening
• Customer focus and adaptability to different personality types
• Demonstrates effective people skills and sensitivities when dealing with others
• Prior calling experience to international (preferably) or domestic clients
• Ability to work both independently and in a team environment
• Transfer Agency domain experience is good to have
• Ready to work in night shift