Investor Response Officer

TDCX

. Provide outstanding customer service through phone and email interactions.

Posted 9/21/2026full-timeSingaporeJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on resolving inquiries and complaints efficiently while maintaining high service quality. Proficient in navigating multiple systems and tools to provide accurate information and support to clients in the financial services industry.

Highest-signal resume keywords

Customer Service ExperienceFinancial Services Industry KnowledgeData Accuracy and Attention to DetailMicrosoft Office ProficiencyProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceData AccuracyTyping Speed of 40 WPMMicrosoft ExcelMicrosoft WordOperational Tools NavigationIncident ResolutionDocumentation PreparationSLA ManagementInvestor Services

Soft Skills

Interpersonal SkillsRelationship BuildingOrganizational SkillsAdaptabilityTeam Collaboration

Tools & Technologies

Knowledge BasesOperational PlatformsCustomer Interaction Systems

Industry Keywords

Financial ServicesInvestor ServicesSecuritiesManaged FundsB2B

About the role

Key responsibilities & impact

Provide outstanding customer service through phone and email interactions.
Resolve customer inquiries, complaints, and requests accurately and efficiently through end-to-end resolution.
Identify customer and stakeholder requirements and deliver timely, effective support.
Provide accurate information to investors and security holders or direct them to appropriate resources, websites, or departments.
Handle high volumes of inbound inquiries and correspondence while maintaining service quality and productivity standards.
Respond to transferred calls and conduct outbound follow-ups arising from email inquiries.
Follow up on outstanding inquiries and ensure resolution within established SLAs.
Assist customers with website and portal-related inquiries and guide them in using self-service resources.
Prepare and provide holding statements, dividend statements, tax statements, correspondence, and other investor-related documentation.
Record and maintain accurate customer interaction details in designated systems.
Assign and document investor interactions to appropriate client accounts for reporting and billing.
Identify and communicate operational, service, or client-related risks.
Maintain service commitments for priority or premium clients and escalate concerns to management.
Log, investigate, track, resolve, and close incidents and complaints within required timelines.
Use internal systems, knowledge bases, websites, and operational resources to provide accurate responses.
Work with internal departments regarding communications, transactions, corporate actions, employee share plans, and investor-related activities.
Maintain awareness of changes and events in financial markets and the financial services industry.
Review and update operational processes, identify gaps, and recommend efficiency and service-quality improvements.
Participate in training, coaching, and feedback initiatives.
Meet KPIs, SLAs, productivity targets, quality standards, and service expectations.
Maintain proficiency across required systems, tools, and operational platforms.
Manage changing priorities, customer needs, and operational requirements.
Support continuous improvement initiatives and apply feedback from peers and leadership.
Perform other duties assigned by management within the nature and classification of employment.

Requirements

What you’ll need

Minimum educational requirement is Senior High School graduate or equivalent.
12 months experience in customer service, B2B, investor services, financial services, contact center operations, or a related field; relevant internship or graduate experience will also be considered.
Industry experience in financial services, direct shares, securities, managed funds, or investor services is preferred.
Excellent English communication and customer service skills, with proficiency at CEFR Level B2 or higher (spoken, written, and reading).
Strong data accuracy, attention to detail, and organizational skills.
Typing speed of at least 40 words per minute (WPM) with 90% accuracy.
Intermediate proficiency in Microsoft Excel, Word, and other Microsoft Office applications.
Ability to learn and effectively navigate multiple systems, databases, knowledge resources, and operational tools.
Strong interpersonal, relationship-building, and stakeholder management skills.
Effective problem-solving and analytical skills.
Ability to prioritize tasks, manage multiple responsibilities, meet deadlines, and perform effectively in a fast paced environment.
Ability to work under pressure while maintaining professionalism and service quality.
Flexible and adaptable to changing processes, client requirements, and business priorities.
Able to work independently across a broad range of tasks while collaborating effectively with team members and stakeholders.
Willing to work rotating shifts, permanent night shifts, weekends, public holidays, and render overtime as required by business needs.
Customer-focused, resilient, and committed to delivering exceptional service.
Positive, energetic, friendly, confident, and professional in approach.
Team-oriented with a willingness to collaborate, share knowledge, and contribute to team success.
Open to feedback, coaching, and continuous learning and performance improvement.
Demonstrates accountability, integrity, collaboration, and a commitment to achieving team and organizational goals.
Minimum qualifications may be waived depending on the total years of experience and results of assessments.
Minimum qualifications may be waived for internal hires.

Benefits

Comp & perks

Attractive remuneration and great perks
Comprehensive medical, insurance, and social security coverage
World-class workspaces
Engaging activities and recognition programs
Strong learning and development plans for your career growth
Positive work culture that enables your future
Easy-to-access location with direct public transport links
Flexible working arrangements
Coaching and mentoring from experts in your field
Join a global company, winner of hundreds of industry awards