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Client Services Administrator - 6 Month Fixed term Contract

Eingestellt von Resource Solutions Group - Ascentric

Gesuchte Skills: Client

Projektbeschreibung

ASCENTRIC

CLIENT SERVICES ADMINISTRATOR

6 MONTH FIXED TERM CONTRACT

£18,000 - £23,000

As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Financial Advisers to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their Financial Adviser.

Our goal is to be the independent wrap platform of choice. We strive to achieve this by constantly listening to our clients, by focusing on service delivery and by constantly improving the breadth and depth of our platform proposition.

We are now looking to add a Client Services Administrator to our team based in central Bath on an initial 6 month Fixed Term Contract. You will provide excellent customer services to our clients ensuring all tasks are undertaken within regulatory or legislative guidelines. This role would suit applicants with either a proven background within client or customer services in financial services.

Responsibilities

- Working with the team to put customer services at the heart of everything we do
- Using your initiative to resolve client enquiries, adhering to relevant guidelines at all times
- Pro-actively seeking ways to improve the service for our clients
- Acting as a role model in inspiring confidence, motivating others and adopting a professional approach at all times
- Processing client transactions and enquiries accurately and in a timely manner
- Maintaining a thorough knowledge of individual and departmental responsibilities involved when working within a regulated environment
- Identifying customer complaints and taking ownership of them through to resolution in accordance with the complaint handling procedure

Experience/Qualifications

- Experience of working within a corporate client or customer services environment ideally with financial services industry
- Proven track record of working accurately within defined processes
- Good numeracy and literacy skills
- The ability to thrive in a challenging, fast paced environment

Projektdetails

  • Vertragsart:

    Contract

  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

  • Kategorie:

    IT Entwicklung

  • Skills:

    client

Resource Solutions Group - Ascentric