Address Description
About the role:
Provide customer services to investors on queries via phone and email.
Job Responsibilities:
The role duties and responsibilities will include but not limited to the following:
Effectively manage inbound and outbound calls for a portfolio of funds on various clients.
Provide outstanding verbal and written customer service.
First point of contact for investors and financial advisors and Client.
Accurately respond to queries by both phone and email in a timely and efficient manner.
Proactively monitor queues within our CRM (AWD) and ensure SLAs are met daily.
Meet quantitative & qualitative KPIs.
Proven Experience & Qualifications:
Experience in phone customer service
1-2 years customer services experience in a call Centre
RG146 preferred
Skills Required:
Ability to work well under pressure.
High level attention to detail.
First call resolution
Effectively employee the TOFU mindset, taking ownership and following up .
Strong team player.
Strong communication and analytical skills.
An understanding and interest in financial markets
Strong organizational skills.
Strong communication skills both oral and written.
Strong problem-solving skills.
Ability to work independently.
Ability to prioritize tasks.
About our Company
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
Apex Group includes FundRock, LRI and European Depositary Bank.
Additional information:
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation. Any hiring decision are made on the basis of skills, qualifications and experiences.
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.
If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application and we look forward to hearing from you.
Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of Australia for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside Australia for the purpose of this recruitment.
