Investor Services Associate - Contact Centre

at  LRI Invest

Description
Do you have customer service experience, and are you seeking a new job in Sydney? Apex Group is looking for a full-time customer service professional as an Investor Services Associate.
The Apex Group works daily to create an environment where our people can make a difference - to themselves, their career, their teams, and the success of our firm and clients. This Call Centre Customer Services role is focused on handling both inbound and outbound calls to provide exemplary customer service to our clients.

In your first week in this role, you can expect to:

• Effectively manage inbound and outbound calls for a portfolio of funds on various clients
• Provide outstanding verbal and written customer service
• Be the first contact point for investors, financial advisors, and clients
• 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.

To apply for this role, you will need experience in phone customer service and 1-2 years of customer services experience in a call centre. You will also require the following:

• Good communication and analytical skills
• An understanding and interest in financial markets
• Good organisational skills
• Excellent communication skills, both oral and written.

To apply for this inclusive and collaborative full-time Investor Services Associate Contact Centre job in Sydney, please contact Apex Group today. We’d love to help you get your next role and enable you to fulfil your professional ambitions.
About Our Company:
Apex Group Ltd ("Apex” or “the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 12,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex’s purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women’s empowerment and economic independence, and education and social mobility. Life at Apex isn’t just about the work you do. It’s about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.
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

In your first week in this role, you can expect to:

• Effectively manage inbound and outbound calls for a portfolio of funds on various clients
• Provide outstanding verbal and written customer service
• Be the first contact point for investors, financial advisors, and clients
• 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

To apply for this role, you will need experience in phone customer service and 1-2 years of customer services experience in a call centre. You will also require the following:

• Good communication and analytical skills
• An understanding and interest in financial markets
• Good organisational skills
• Excellent communication skills, both oral and written