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Team : CEC - US Reports to: Team Leader
To assist shareholders buying and selling shares in accordance with predetermined procedures and service standards under appropriate guidance and direction. Also supporting customer queries.
EQ India Operations team work closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore.
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The candidate should demonstrate the following experience, skills and behaviours:
Excellent communication skills; Strong phone and verbal communication skills along with active listening.
Graduation/Degree in any field
Should be able to work in US shifts.
Proven experience in a customer support role
Meeting targets for accuracy, quality, volume and agreed service levels
Familiarity with CRM systems and practices
Basic understanding of data protection principles and knowledge in AML
Customer focus and adaptability to different personality types
Ability to multi-task, set priorities and manage time effectively
Adherence to procedures and regulations.
Demonstrate willingness to contribute to team beyond own immediate tasks
Private UK financial-services provider of shareholder, pension, retirement, remediation, and credit technology for organizations and their customers.
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