Ongoing Service Assessor

Recruiter
A & B RECRUITMENT
Location
Swindon
Salary
Up to £18,000 per annum
Posted
30 Nov 2017
Closes
02 Jan 2018
Sector
Education
Contract Type
Permanent
Hours
Full Time
JOB TITLE:- ONGOING SERVICE ASSESSOR
JOB ROLE:- To ensure that the Clients appointed representatives are meeting clients servicing expectations in line with their Business Propositions. The FCA have recently reiterated the requirement for firms to ensure that customers who are paying for on-going service are getting value for money and that the service they have signed up for is being delivered in a timely fashion and is fit for their needs.
You will report directly to a team leader. There will be a process of structured 1:1s that will be held to discuss all areas of responsibility and personal performance.
KEY ACTIVITIES
•Review the client records within the agreed criteria to the appropriate standards and in accordance with the current Insight checklists•Record the results of the assessment accurately and concisely•To achieve the agreed number of servicing checks per day•To be a positive role model, committed to embedding the Outcome Based Principles•To provide courteous and consistent support to advisers and supervisors to improve quality•Working effectively with the appropriate Operations, Distribution and Compliance teams to improve advice quality across the Network•Ensure SLAs are achieved•Escalation of Exceptions and Trends•Timely reporting of potential breaches and rejects
COMPETENCIES/SKILLS•Confident telephone manner with both clients and adviser•Excellent communication skills•Ability to manage time and prioritise work•Ability to work well in a team•Experience in dealing with advisers an advantage•Can build and maintain effective working relationships
KNOWLEDGE•Experience of Financial Services•Knowledge of Clients products and services•Experience of a customer service environment
QUALIFICATIONS•GCSE level or equivalent•Experience of Financial Services
Hours 9.00am to 5.00pm Monday to Friday
Salary Upto £18,000

This job was originally posted as www.totaljobs.com/job/76710646