Equities Associate
Commbank
01.2024 - 06.2024
- Assisted over 30+ customers daily with inquiries, complaints and feedback in a professional manner.
- Maintained working knowledge of over 200 pages of internal policies, procedures, and services to provide helpful suggestions and recommendations to customer issues.
- Used 5+ job-related softwares to complete contract forms, prepare change of address records or issue service discontinuance orders.
- Participated in 2+ team meetings weekly focused on improving the overall efficiency of the organization's processes.
- Performed 5-10 follow up calls and emails daily to develop stronger customer relationships
- Assisted 10+ customers daily in navigating through various web pages on the company's website during their purchase process.
- Complied with corporate and regulatory policies regarding information confidentiality and privacy with every call.
- Collaborated with other departments such as Compliance, Legal, Risk Management, Operations. to ensure smooth functioning of trading activities.
