Delivering Exceptional Customer Service
Key Responsibilities:
* Executing customer transactions efficiently within Panorama Workflow
* Investigating and resolving daily trading exception reports to meet client expectations
* Fostering long-term relationships with external clients to enhance their understanding of the Panorama platform
* Collaborating with clients to achieve self-service goals
Requirements:
* A passion for delivering outstanding customer experiences, preferably in the Wealth Management Industry
* The ability to think critically and strive for optimal outcomes for business, customers, and stakeholders
* Excellent communication and interpersonal skills to build strong client relationships
* Superior verbal and written communication skills to effectively engage with clients
* A high degree of attention to detail and accuracy to ensure seamless transactions
* Strong analytical and problem-solving skills to resolve complex issues efficiently