Customer Service Officer -Mutual Fund

Responsibilities

1. Assess our customers by providing relevant consultations.
2. Respond promptly to customer inquiries.
3. Communicating with customers through various channels.
4. Acknowledge and resolve customer complaints.
5. Processing orders, forms, applications, and requests.
6. Keeping records of customer interactions, transactions, comments and complaints.
7. Providing feedback on the efficiency of the customer service process.
8. Ensure customer satisfaction and provide professional customer support.

Qualifications

1. Have a minimum Bachelor’s Degree of any field.
2. Experience in working at a Financial Industry, dealing with Mutual Fund as a customer support.
3. Strong phone contact handling skills and active listening.
4. Familiar with CRM systems and practices.
5. Customer orientation and ability to adapt/respond to different types of characters.
6. Excellent communication and presentation skills.
7. Ability to multi-task, prioritize and manage time effectively.