Customer Experience Specialist

Responsibilities:

• Support Wealth Management growth in B2B and B2C channels by engaging with advisors and clients.

• Manage client interactions across various market segments, including retail and corporate.

• Conduct manual system checks for ad-hoc projects as part of the monitoring and follow-up process.

• Address service enquiries on the B2B FAME platform and collect feedback for platform improvement.

• Apply knowledge of client onboarding requirements and regulations.

• Assist with account onboarding and trade submissions within set timeframes.

• Maintain familiarity with equities and wealth management products.

• Generate standard and customised analytical reports for channels and B2B partners to inform decision-making.

• Learn to execute and perform basic troubleshooting for Robotics Process Automation (RPA) processes.

• Develop skills in RPA and related technologies ...