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Client Services Administrator

Employer
Coast Specialist Recruitment
Location
Horsham, West Sussex
Salary
From £21,000 to £25,000 per annum
Closing date
14 Nov 2019

View more

Sector
Business
Contract Type
Permanent
Hours
Full Time

Client Services Administrator

Horsham

Key Activities & Responsibilities:

  • First point of contact for queries from Financial Advisors and/End consumers via phone/email/tickets
  • Understanding and confidently articulating multiple processes in both written and verbal format; specific to KYC (Know Your Customer) & Due Diligence, SLA reporting, Client MI Transactions and Support & Issue Resolution.
  • Answer customer queries in accordance with processes and procedures
  • Absolute ownership of queries through to satisfactory resolution
  • Gain and maintain a good understanding of Platforms within the Financial Services market
  • Follow procedures and instructions in order to ensure excellent client outcomes
  • Source answers and think logically to find solutions
  • Review data to ensure accuracy
  • Proactive feedback to other departments where required in order to ensure excellent client outcomes
  • Contribute and feedback in team meetings

Required Skills/Experience:

  • Excellent phone manner and experience of dealing with challenging calls
  • 5 GCSE’s including maths and English language
  • 2 A Levels or equivalent
  • Willing to learn
  • Accurate with good attention to detail
  • Ability to work as part of a team and autonomously
  • Excellent communication skills both written and oral
  • Organised and diligent
  • Build rapport quickly and easily

Desirable Skills/Experience:

  • Financial Services industry experience
  • Confident user of Microsoft Word and Microsoft Excel

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