Financial Services Customer Services

Recruiter
First Recruitment Services Limited
Location
Horsham
Salary
18000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

Financial Services Customer Services

Horsham, West Sussex

£21,000 - £22,000 plus Pension, Healthcare, 22 days holiday rising to 25 plus statutory bank holidays, free on-site parking.

This is a permanent, full time role

Our client is a very successful and ambitious company seeking an experienced Customer Services Administrator from either a financial services background or regulated environment to join their growing business, operating from the Horsham office.

They can offer you a dynamic and progressive working environment, strong management support, ongoing training and personal development, a competitive salary, and excellent benefits package.

Main duties:

  • Point of contact for client queries and assisting with application completion
  • Preparing client review statements and information, including performance stats
  • Dealing with new and existing business via online systems/platforms
  • Extensive use of in-house software and to ensure client records are fully updated on the back office system
  • Researching and preparing quotes and liaising with providers on terms
  • Submitting new business and following through to completion stage - pensions/investments/protection and fund switches
  • Dealing with adviser queries including some investigation work where necessary

The ideal candidate will have the following skills and experience:

  • Clear focus on providing excellent client service
  • Proven ability to work well in a team environment
  • Proficient in the use of Microsoft Office software
  • Submitting business via online systems
  • Current technical knowledge of Pensions, Investment and Protection products, gained within an IFA environment
  • Excellent written & communication skills
  • Highly organised with the ability to manage own workload, working under pressure with a high level of accuracy

First Recruitment Services are acting as an employment agency in relation to this vacancy.