Senior Customer Service Executive
March 24, 2025
FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market.
We invest in our people, enabling you to develop your skills and build on your experience.
If you like the idea of working for an ambitious and growing company, as part of a multicultural team, we are the place for you.
Senior Customer Service Executive
Wellington
Description
As a member of the InvestNow team, this role is to provide onboarding, transactional, and customer experience over the phone, via email and chat for investors.
Job specification
Taking full and complete ownership of the interactions with clients using various touch points - social, email, phone
Provide insight and information that is required to deliver an improved customer experience, drive business decisions and improve operational efficiency
Have knowledge of AML/CFT practices for onboarding of customers, transaction monitoring and ongoing-customer due diligence
Assist the Head of Customer Services with monthly and quarterly reporting to internal and external stakeholders
Assist the General Manager and other members of the InvestNow team with ad- hoc tasks
Skills Required:
Some experience in a frontline customer service role, ideally in the retail financial services industry
Preferably has been a in role where you are the domain expert on products/services
Competent with tools such as Excel, Trello, Intercom for CRM
Excellent written and oral communication skills and interpersonal skills
What you will get in return:
A genuinely unique opportunity to be part of an expanding large global business;
Competitive remuneration commensurate with skills and experience;
Training and development opportunities
Additional information:
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/
As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
