Job Description

Job DescriptionTo serve as the primary point of contact for clients engaging with the investment platform. The role exists to provide accurate, timely, and clientcentric support that empowers investors to make informed decisions and navigate the platform with confidence. By delivering highquality service, resolving queries, and facilitating transactions within regulatory and operational guidelines, the Investor Line Agent enhances the overall client experience, drives platform adoption, and upholds the organisation’s commitment to trustworthy, accessible investment services.Key responsibilities:To provide callers with a first-time resolution to queries in order to provide quality service within the required SLA framework, business rules and regulatory requirements through the execution of predefined objectives as per agreed SOPs.Adhere to prescribed timekeeping standards at all ties and attempt to improve own standards continuously.Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.Respond promptly to call centre calls in a professional manner, ensuring an excellent and accurate client service in enhancing organisation reputation.Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.Proactively identify problems, apply known solutions and escalate more difficult problems.Plan for task execution and adjust priorities against an established plan.Qualifications