Client Services Administrator
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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