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Reporting to the Wealth Support Team Leader, the selected candidate will support customers both by telephone and via the online platforms throughout their customer journey, from account opening to subsequent servicing and maintenance.
Providing support to customers via telephone, emails and secure messages whilst abiding by applicable policies and procedures
Encouraging customers to execute standard transactions online by guiding them through the process
Ensuring that customer communication is timely and meets high quality standards as well as regulatory and legal requirements
Processing online banking applications timely and effectively
Meeting set KPIs related to service level, lead generation, appointment booking and cross-selling
Maintaining and improving data quality
Processing assigned tasks including but not limited to data remediation, inheritance settlements, handling of operations and compliance reports
Customer Support Officer
Discipline: | Administration, Operations |
Contact name: | Robert Sultana |
Contact email: | [email protected] |
Job ref: | 15102 |
Published: | over 3 years ago |
Providing support to customers via telephone, emails and secure messages whilst abiding by applicable policies and procedures
Encouraging customers to execute standard transactions online by guiding them through the process
Ensuring that customer communication is timely and meets high quality standards as well as regulatory and legal requirements
Processing online banking applications timely and effectively
Meeting set KPIs related to service level, lead generation, appointment booking and cross-selling
Maintaining and improving data quality
Processing assigned tasks including but not limited to data remediation, inheritance settlements, handling of operations and compliance reports
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