Client Outreach Representative at Burgiss

About the role:

Burgiss Data Operations is looking to hire an experienced full-time Client Outreach Representative (x3) to assist the document management and client request processes. Responsibilities include preparing communication to be sent to clients for the purpose of gathering financial reports as well as informant regarding their portfolio. Additional responsibilities could include calling fund managers to gather missing information as well as matching data points across systems to ensuring system information is up to date.

Successful candidates will be professional, detail-oriented, knowledgeable in the field and have excellent written and verbal skills. This member will play a valuable role in a team effort to actively engage clients, provide feedback and ensure high level client satisfaction.

Key Responsibilities:

• Request missing information from clients adhering to established external archiving and outreach rules and policies
• Audit and approval of client requests
• Identify internally overlooked information prior to submitting a request
• Assist in responding to document-related requests sent by Manager Relations
• Create and update tracking excel files as well as other monitoring systems/databases
• Coordinate with team to ensure adherence to service level agreement are met
• Inform appropriate internal teams when information is received
• Retrieve, categorize and upload documents into an in-house document management repository system using specific classification and organization systems

Required Qualifications and Experience:

• Completed Diploma in relevant field 
• 2-years of hands-on client engagement /administrative/office support experience
• Experience and efficiency working in computer programs including MS Word, MS Excel and MS Outlook and other database applications (Knowledge of MS CRM is beneficial)

Required Skills & Attributes:

• Excellent communication skills- written and verbal (essential)
• Excellent organizational and problem-solving skills
• Detail oriented, analytical and inquisitive mindset
• Highly organized and self-disciplined
• High levels of focus and the ability to work with and accurately process large volumes of financial data
• Positive attitude and desire to learn

Life at Burgiss 

At Burgiss, you can expect: 

• Competitive salary
• Medical aid
• Pension enrolment
• Group risk benefits
• Employee Assistance Program
• Tuition reimbursement
• Fun social and engagement calendar
• Corporate socially responsible employer
• Possibility of working flexibly from home and office (after probation)