Core Duties and Responsibilities

• Answer inbound calls, emails from Shareholders and assist them with their queries within the agreed service standards.
• Answer inbound calls from Shareholders and assist them to buy or sell shares within the agreed service standards.
• Respond to basic queries referring to senior colleagues where appropriate.
• Contribute to the completion of the team s workload.
• Improve own skills as knowledge within the operational team taking opportunities to identify area for improvement to processes and service.
• Undertake duties at a similar level as required.
• Ensure compliance with Equiniti s procedures, standards and reporting requirements, together with all relevant regulatory and statutory requirements, where appropriate implementing actions to protect our business at all times.
• Always to undertake the duties of this role in accordance with the requirements of the company s Regulators.
• Complete work within the security arrangements of Equiniti. Any deliberate contravention of these procedures may lead to disciplinary procedure.
• Ensure that all work is undertaken within the quality system.
• Ensure that work and ethics comply with all security arrangements both physical and information.
• Your breaks will be scheduled and you are expected to comply with them, to ensure the process is always within Service Level Agreements.
• You will be following the respective US business holiday calendar.

Competencies and Experience

• Excellent communication skills; Strong phone and verbal communication skills along with active listening.
• 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

Benefits:

• Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer:
• 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives
• Business related certification expense reimbursement
• Comprehensive Medical Assurance coverage for dependents & Parents
• Cab transport for staff working in UK & US shift
• Accidental & Life cover 3 times of concerned CTC

Role: Customer Success Associate

Industry Type: Financial Services

Department: Customer Success, Service & Operations

Employment Type: Full Time, Permanent

Role Category: Customer Success

Education

UG: Any Graduate

PG: Any Postgraduate

About the company

EQ India team provides BPO, IT development & testing and other operational support such as marketing, HR & Payroll and learning & development to various EQ Group companies and clients of EQ.

EQ India is a Centre of Excellence and we showcase integrity and openness in our dealings with our clients. A key element of culture and business practices of the EQ India is that it incorporates similar DNA and values. Our team in India manages a number of activities across various services, completing numerous transactions yearly.

A structured and robust transition plans are designed every time a new project is offshored to the business. During implementation of the project plan, a road map is adopted to complete the transition and track every milestone achieved. Once the initial transition is complete our team in Chennai work in partnership with our UK team to ensure the best customer service is maintained. Transition of any new work is formally documented. With due diligence at the heart of the transition, all new work is formally signed off through a rigorous Go- Live process.