Respond to client queries via telephone, email, written enquiry or web chat in an efficient and professional manner.
Dealing with escalations in the form of email queries which are received either from the client or internally to ensure they are acted upon in a timely manner.
Prepare and check reporting to Clients and Investors through the appropriate and dedicated channels.
Act as an SME for any projects which involve the Shareholder Services Team.
Conduct training with any new starts or any ongoing cross training which is required.
Reviewing team procedures as and when they come up for review.
Wymagania
1-3 years of total work experience; experience in financial services, contact centre or client service preferred.
Strong Microsoft Office skills, with a focus on Excel.
Superior oral and written communication skills.
Excellent analytical, organizational and time management skills
Ability to multi-task, manage multiple projects and meet deadlines.
High level of accuracy and professionalism
Fluent in written and spoken English and German is essential for this role.
Oferujemy
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025