Financial Services Account Associate Specialist

24 godzin temu

Poznań, Greater Poland Jobs for Humanity Pełny etat
About the Role

We are seeking a highly skilled and motivated Financial Services Account Associate Specialist to join our team. As a valued member of our call center, you will be responsible for delivering a positive customer experience in a metric-driven environment.

You will be handling customer inquiries and resolving complex issues, completing account maintenance and processing transactions for mutual fund account holders and financial professionals. Your strong verbal and written communication skills in English and French will enable you to effectively communicate with customers and colleagues.

About the Team

Our Customer Service Team is part of the Capital Markets group and includes over 100 associates who work in multiple locations. We are a well-trained team with a desire to provide superior customer service.

Key Responsibilities
  • Answer and process routine to complex customer requests and inquiries, resolving customer concerns/problems and contributing to the resolution of escalated issues.
  • Identify customer's current and future needs to proactively enhance the customer experience.
  • Actively identify opportunities that contribute to the satisfaction of service and operations goals through workflow, productivity, and quality prioritization.
  • Communicate with customers by telephone, fax, email, or letter, whichever method is most appropriate.
  • Actively promote new/existing products and services.
  • Act as a subject matter resource to colleagues and on projects.
  • Participate in business process improvement activities.
Requirements
  • Strong verbal and written French and English communication.
  • Ability to productively handle inbound telephone calls and meet performance goals.
  • Ability to multi-task using various systems to address customer needs.
  • Ability to work both independently and in a team environment.
  • Strong relationship building, communication, and problem-solving skills.
  • Experience working with global/other teams.
  • Detail-oriented and high regard for deadlines and deliverables.
  • Problem-solving and customer resolution skills.
  • Strong skills in Microsoft Office applications.
  • Investment industry or financial services experience desired.
  • University Degree or equivalent experience.
  • Availability to work for late shift: from Monday to Friday: 2.30 pm - 11.00. pm CET.
What We Offer
  • Working in the innovative and entrepreneurial environment of a growing international company.
  • Option to work fully remotely, with the company providing the necessary equipment.
  • Development opportunities through online training and LinkedIn Learning.
  • Participation in projects and training sessions focused on soft and technical skills.
  • A unique working atmosphere with team integration meetings and a friendly working environment.
  • The opportunity to get involved in social projects and local initiatives.
  • Language courses.
  • Contract of employment with competitive salary and excellent benefits, including private health insurance and group life insurance.
  • Organization of work in accordance with the philosophy of work-life balance.

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