Reference: HC003109-Carol-2 Call Centre Agent (Insurance Industry) Retail Investments Service and Operations Operations (RISO) Role Purpose As a Call Centre Agent - Service Specialist within our RISO Service Centre complex product related queries. As a Call Centre Agent - Service Specialist, you will be expected to perform channels, but all Call Centre Agents -Service Specialists are appointed to perform work in all the servicing
Reference: HC003109-Carol-2 Call Centre Agent (Insurance Industry) Retail Investments Service and Operations Operations (RISO) Role Purpose As a Call Centre Agent - Service Specialist within our RISO Service Centre complex product related queries. As a Call Centre Agent - Service Specialist, you will be expected to perform channels, but all Call Centre Agents -Service Specialists are appointed to perform work in all the servicing
silo movement from all Co-ops daily and sending to Agents and internal teams for allocation of contracts
Duties If you have not received
processed, approved, accurate and trustworthy. Confirm that all required data documents are completed
and verification
Operations owns the relationship with the Transfer Agent and is responsible for the oversight
of their
Responsibilities:
supporting documentation has been provided Process confirmations of ultimate beneficial owner/s, PEP, adverse
supporting documentation has been provided Process confirmations of ultimate beneficial owner/s, PEP, adverse
documentation has been provided
and alignment Supporting external reporting and confirming figures to Investor Relations team Assisting
letters are received and on file Obtain bank confirmations Attend all training organised by the firm Complete