Customer Experience Specialist

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 to improve process efficiency.

Requirements

• Ability to work i...