Customer Service Executive

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 in role where you are the domain expert on products/services Competent with tools such as Excel, Trello, Intercom for CRM Excellent written and oral communication skills and interpersonal skills What you will get in return A genuinely unique opportunity to be part of an expanding large global business Competitive remuneration commensurate with skills and experience Training and development opportunities 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, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. #J-18808-Ljbffr