Customer Support / Operations Professional

Role description:

• Manage client communication through inbound and outbound calls, emails, and chats with knowledge and efficiency
• Identify and address customer needs, with a goal of total satisfaction
• Provide expert answers to questions about products, pricing, and availability while presenting the value of our product portfolio to customers
• Recommend improvements to company processes for efficiency
• Documentation of Fund documents MIS
• Tracker to ensure regular communication calling of commitment amounts.

• Build expert, dynamic knowledge of the company s products and services
• Conduct research with available resources to satisfy customer inquiries
• Engage with customers in an inviting, friendly, and professional manner to deliver exceptional experiences and nurture lasting relationships
• Respond quickly, professionally, and accurately to customer inquiries regarding documentation, cheque query,
• Maintain daily recordings and documentation of issues and resolutions in a database for sales and executive management teams to review.

• High school diploma or equivalent
• Successful experience in AMC, AIF, Private Equity Fund
• Strong communication skills, including active listening and clear articulation
• Ability to solve problems, alleviate conflicts, and escalate tactfully
• Ability to multitask, manage time, and prioritize
• Ability to work individually and as a team member