Client Service Associate, Employee Benefits Solutions

Life at BoardRoom

• To provide excellent customer service ensuring clients and employees receive prompt responses to requests and queries in line with departmental requirements.
• Develop an in-depth knowledge of ESP fundamentals and taxation implications.
• Strive for first point resolution to queries.
• Take personal responsibility for ensuring that assigned tasks are followed up and completed in a timely manner to the highest quality standard.
• The ability to confidently utilise SREG (in-house share registry software system) and run any report available on SREG for clients.
• Ensure compliance with Boardroom’s policies, procedures and audit processes.
• Completing daily transactions for a variety of different clients.
• Complete bank and trust account reconciliations.
• Ensure effective and accurate communication with all stakeholders.
• Identify and recommend improvements to current procedures, risk management, processes and client servicing arrangements.
• All employees to be aware of who is a Platinum Client.
• All Platinum services are to delivered d to a high standard within the agreed timeframe.
• All matters concerning potential issues with Platinum service delivery are to be escalated to your Manager immediately.
• All incidents and complaints with impact to clients, investors and/or BoardRoom to be promptly logged into CAMMS portal. Incidents and Complaints to be logged within 24 hours of detection.
• All incidents and complaints to be investigated and closed out promptly upon being raised by staff members. Incidents and Complaints to be investigated (and CAMMS updated) within 72 hours of being raised and closed out within 1 week.