Analyst, Client Service

2 weeks ago


Singapore Singapore Life Ltd. Full time
18 Robinson Road, #05-02/03, Singapore, Singapore, Singapore

  • Department
  • NISL Customer Service
  • Job posted on
  • Jun 6, 2023
  • Employment type
  • Permanent
  • Full TimeNavigator Investment Services Ltd is a financial services company of the Singlife Group. Navigator enables financial advisers to deliver meaningful advice with insights and content, manage portfolios seamlessly and access a robust range of financial products to better serve their end customers across a holistic wealth journey. Navigator seeks to work handinhand with financial advisers to play a meaningful role in people's lives and allow them to be better positioned for the wealth opportunities of tomorrow

Purpose of the Role

Key Responsibilities
Deliver excellent customer service, provide prompt and accurate advice to clients/advisors with the aim of achieving first call resolution

  • Call verification to update client details, form amendments and reset password for accounts etc.
  • Other adhoc admin and followup tasks assigned
  • Attend to walkin customer at our customer service centre
  • Work closely with various departments and other CS team members

Requirements:

Experience

  • Diploma/Degree with 1 to 3 years of relevant experience in customer service, operational knowledge in financial institute would be advantageous
  • Possess strong written communication and good oral skills and have a customer centric mindset
  • Good interpersonal skills with both internal and external stakeholders
  • Good team player with commitment and initiative
  • Meticulous, organized and can work independently
  • Comfortable with facing customer face to face


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