
Customer Support Specialist
Posted 1 day ago

Posted 1 day ago
• Assisting customers with onboarding and fulfilling information inquiries by communicating effectively and professionally.
• Executing processes for Account Openings and Closings, including ISA Transfers.
• Aiding other client communication platforms, such as our Forum and social media channels.
• Possessing a solid understanding of our services and conveying that information to customers in a clear and accurate manner.
• Overseeing workflow queues and managing mailboxes.
• Taking swift and appropriate actions to resolve complaints.
• Collaborating effectively with various departments throughout the organization.
• Ensuring that all client-service-related activities comply fully with the firm’s AML and KYC procedures and regulations.
• Grasping the regulatory requirements associated with Financial Crime, Advice, Complaints, and Treating Customers Fairly.
• Proficient command of the English language.
• Exceptional communication abilities, both written and verbal.
• Capability to take initiative and work independently.
• Advanced proficiency in MS Office applications, including Word and Excel.
• A mindset focused on procedures and controls, with the ability to identify process improvements.
• Experience working with Helpdesk systems (we utilize Zendesk).
• Ability to make an impact from day one.
• Opportunities for personal and professional growth.
• A transparent and open organizational culture.
• A supportive team of high-caliber professionals.
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