Investor Resolution Specialist
3 days ago
This critical role is responsible for managing the handling of Transfer Agency complaints, ensuring that escalated customer issues are resolved efficiently and effectively.
As a key member of our team, you will be responsible for investigating all complaints promptly and within strict timeframes, treating all customers fairly and in accordance with Regulatory requirements.
Key Responsibilities:- Investigate all complaints and escalate issues to senior management as required.
- Handle complaints in line with Regulatory requirements and ensure compliance with industry standards.
- Play a key role in the oversight and maintenance of the complaint handling process, providing valuable insights and recommendations for improvement.
- Provide support with investor customer care cases and complex issues impacting the investor experience.
- Develop and maintain strong relationships with internal stakeholders to ensure seamless communication and collaboration.
- Strong understanding of the Transfer Agency operational area and regulatory requirements.
- Excellent analytical skills to research and resolve enquiries and complete trend analysis.
- Ability to work independently and as part of a team to achieve business objectives.
- Excellent communication and interpersonal skills to build strong relationships with stakeholders.
- Strong knowledge of Microsoft products and proficiency in data analysis tools.
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