Jobs at SycamoreNG

Responsibilities

• Lead and manage the Customer Support team to ensure timely and effective resolution of customer inquiries and issues.
• Develop and implement strategies to enhance customer satisfaction and overall service quality.
• Monitor and analyze customer support performance metrics, identifying areas for improvement.
• Train, mentor, and motivate team members to meet and exceed service expectations.
• Collaborate with other departments, including Product, Risk, and Operations, to resolve customer issues and improve processes.
• Handle escalated customer complaints, ensuring prompt and satisfactory resolutions.
• Optimize customer support workflows and leverage technology to enhance efficiency.
• Maintain detailed records of customer interactions and feedback, using insights to improve service delivery.
• Ensure compliance with Sycamore’s policies, industry regulations, and best practices.
• Drive a culture of continuous improvement within the team to enhance customer engagement and retention.

Qualifications & Experience

• Bachelor’s degree in Business Administration, Communications, or a related field.
• Minimum of 3-4years of experience in customer support, with at least 2 years in a leadership role.
• Strong leadership and people management skills, with the ability to inspire and drive a high-performance team.
• Excellent problem-solving and conflict resolution abilities.
• Strong verbal and written communication skills.
• Experience using customer relationship management (CRM) tools and support software.
• Ability to thrive in a fast-paced and customer-obsessed work environment.

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Key Responsibilities

• Welcome and assist visitors, clients, and employees in a professional and friendly manner.
• Manage incoming calls, emails, and inquiries, directing them to the appropriate departments.
• Maintain a well-organized and presentable reception area.
• Coordinate meeting room bookings and ensure necessary preparations are made.
• Handle and distribute incoming and outgoing correspondence, including mails and packages.
• Support administrative tasks such as filing, data entry, and maintaining office supplies.
• Work closely with the Customer Experience (Cx) team to enhance client interactions and ensure seamless service delivery.
• Gather customer feedback at the front desk and relay insights to the Cx team for service improvement.
• Assist in resolving basic client inquiries before escalating to the appropriate department.
• Ensure compliance with Sycamore’s policies and uphold a high level of confidentiality in handling sensitive information.
• Provide general assistance to various departments as needed.

Qualifications & Experience

• Bachelor’s degree or relevant certification in Business Administration, Office Management, or a related field.
• Minimum of 2 years of experience in a front desk, customer service, or administrative role.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Professional appearance and a customer-centric attitude.

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Key Responsibilities

• Build and maintain strong relationships with high-net-worth individuals (HNWIs), families, and institutional clients.
• Conduct comprehensive financial assessments to understand client needs, risk tolerance, and long-term financial goals.
• Provide expert investment advisory services, including portfolio management, asset allocation, and risk mitigation strategies.
• Develop customized financial plans covering investment, retirement, estate, and tax planning.
• Stay updated on market trends and economic conditions to deliver informed investment recommendations.
• Ensure strict adherence to regulatory standards and company policies in all financial advisory activities.
• Collaborate with internal teams, including research analysts and tax specialists, to develop holistic wealth management strategies.
• Identify and pursue new business opportunities to expand the client portfolio.
• Regularly review and adjust client portfolios to align with market changes and evolving financial objectives.
• Maintain accurate records of client interactions and financial plans for compliance and reporting.

Qualifications & Experience

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 4 years of experience in wealth management, investment advisory, or private banking.
• In-depth knowledge of investment products, financial markets, and asset management strategies.
• Strong interpersonal and communication skills, with a proven ability to build and maintain long-term client relationships.
• Demonstrated success in managing client portfolios and achieving financial goals.
• Ability to work independently while effectively collaborating with a team.
• High level of integrity and ethical standards in handling client assets and confidential information.