Customer Service Executive

Location: Wellington

Description

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.

What you will be doing

• 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 ...