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Customer Service associate
ITI Capital Private Clients (UK) · 02.03.2020
Type:
Permanent
Start Date:
April 2020
Duties and responsibilities
Driving the customer journey by responding to customer enquiries via telephone and email in a friendly, approachable tone
Assist customers with general customer service queries related to the trading platform; account; account opening; depositing and withdrawing money; our products and services; transferring to ITI and what differentiates ITI
Investigating and resolving queries, seeing through to completion.
Liaising with relevant teams on the resolution of queries.
Build relationships and trust with customers
Log all customer interactions, gathering feedback in order to improve services
Maintain product and industry knowledge in order to support customer queries
Liaising with the Account Management Team and other key members of staff on improving business processes and client liaison.
Coordinating with the rest of the business to provide positive customers outcomes
Qualifications & Skills
Previous experience in the financial services industry, especially at a brokerage is a distinct advantage.
Excellent customer relationship skills essential.
Proven good computer skills essential, including knowledge of the Microsoft Office suite.
Motivated individual with good time management and prioritization skills.
Ability to work in a very busy environment.
Excellent attention to detail.
The ability to empathize with our target market and demonstratable understanding of their mindsets and needs
You should have a professional and approachable telephone manner, be proactive and hardworking with excellent organizational skills