CLIENT ENGAGEMENT AGENT
KMC Solutions, Inc.
Taguig, PH
4d ago
source : Bossjob

Make your next big career move by applying as KMC Solutions’ next CLIENT ENGAGEMENT AGENT!

Be part of a dynamic team striving to offer the best client service in the FinTech space. The successful candidate will specialize in servicing EasyEquities investors and will need to have extensive knowledge about the Purple Group.

More specifically to assist the Client Service team in :

  • Being the specialist in the EasyEquities platform and the efficient resolution of all investor queries.
  • Ensuring a seamless client experience by assisting investors and rerouting them to relevant platforms (where applicable).
  • The creation of all new investor accounts for all EasyEquities products. Completion of all administrative tasks related to the client service function.
  • You should be confident enough in your abilities, both written and spoken, to be able to appease any investor and resolve their query quickly and satisfactorily for them.

    Individuals must also have a proactive go-to’ attitude that is not just prepared to accept the way things are done but can question / test / investigate better ways to do things.

    On top of your salary, here are the exciting benefits you can look forward to :

  • Hybrid work setup
  • Comprehensive health benefits
  • Diverse learning & growth opportunities
  • Accessible Cloud HR platform (Sprout)
  • Above standard leaves
  • The main responsibilities of a CLIENT ENGAGEMENT AGENT include :

    Query resolution :

  • Use of ticketing system (Freshdesk) to respond to and resolve investor queries.
  • Engaging with other departments (Operations, Finance, Corporate Actions, IT, etc) to investigate extraordinary investor queries and keep the investor informed of developments.
  • Taking responsibility for the resolution of all investor queries within set timeframes
  • Maintain efficient and effective incident logs and control breaches and report daily on this.
  • Administrative responsibilities :

  • Correction and maintenance of client records in CRM and other systems
  • Updating client details per client requests.
  • To apply for the role, you must have the following :

  • Tertiary qualification relevant to the financial services sector or studying toward a tertiary qualification.
  • Keen interest in finance and investment management
  • Professional command of the English language both oral and written
  • Professional command of the Tagalog language both oral and written
  • Professional telephone manner
  • Aptitude to learn different products
  • Good computer literacy solid experience with Windows and Microsoft Office
  • 1-2 years of client service experience
  • Good communication skills
  • Financial Market / product and trading knowledge (basic) an advantage
  • Experience with a ticketing system like Freshdesk / Zendesk / MS Dynamics CRM is an advantage
  • It will also be favorable if you have the following :

  • Quick learner, team player, flexible, hardworking, attention to detail, diligent, honest, and trustworthy
  • Strong interpersonal skills and good communication
  • Service-oriented
  • Desire to learn and progress, ability to deal with complexity
  • Ability to accept accountability and take responsibility for tasks assigned.
  • Job Description

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