Responsibilities
* Handle inbound and outbound calls in a fast-paced contact centre environment.
* Manage client relationships, including producing welcome emails for new clients.
* Assist with client inquiries aligned with our service offerings and liaise with key relationships.
* Draft and produce client communications as required by advisors and managers.
* Manage chat and email inquiries from advisers and clients.
* Service adviser needs, including dealer group administration.
* Apply effective problem-solving and time management skills in client service operations.