Savings & Investments Assistant

Pearson Whiffin Recruitment Ltd
09 Apr 2017
09 May 2017
Contract Type
Full Time

We are currently recruiting for a fantastic financial services organisation that are seeking to recruit an individual with experiences in financial services administration to join their business.

The role will require you to provide a high level of service to new and existing customers, ensuring that the daily activities of the team are processed and administered correctly.

Duties will include:

  • Provide a consistently high quality of customer service
  • Ensure that all enquiries are dealt with promptly
  • Monitor and maintain workflow queues
  • Assist with investigating customer / departmental queries
  • Work closely with other internal teams to ensure that customer requests are processed timely
  • Assist the Team Leader and the Servicing team in the effective administration of accounts (including accounts opening, withdrawal, transfers, name / address amends, mail sorting, exception reporting etc.)
  • Ensure all Treating Customer Fairly requirements are met and considered inline department processing
  • Support with system testing
  • Conduct account reviews ensuring all data capture is accurate
  • Timely escalation of any identified issues or risks
  • Conduct quality checking and recording of results

Skills and experience required

  • Previous financial services administration experience required
  • Previous office based customer services required
  • Excellent communication skills
  • Organised and have attention to detail
  • PC literate

I look forward to hearing from you.