Job Overview
The Investment Professional plays a crucial role in providing exceptional customer service while resolving complex customer needs and requests. This position requires strong communication skills, attention to detail, and the ability to work collaboratively with various teams across the bank.
Key Responsibilities
* Customer Service Delivery
* Provision of customer service through multiple channels, including chat, email, and phone.
* Execution of customer service requirements to resolve complex customer needs and provide personalized resolutions.
* Collaboration with cross-functional teams to align and integrate customer care processes.
Accountabilities
* Process Improvement
* Identification of areas for improvement to enhance customer care processes and provide recommendations for change.
* Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations.
Analyst Expectations
* Work Execution
* Execution of work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.
* Check work of colleagues within team to meet internal and stakeholder requirements.