Investment Support

To provide technical support to customers relating to their investment products and inform of the options available to them.

DIMENSIONS AND SCOPE

. The role will work on client project(s) with personal and team targets set aligned to client delivery.
. The role is managed by the Team Manager.
. All levels of accreditation granted will be specified by written communication when criteria have been satisfied.

KEY DUTIES & RESPONSIBILITIES INCLUDE:- . Talking through the technical details of investment products and explain options available to customers, handing customers off to an advisory team when the customer requires financial advice.
. Take both inbound calls, diverted from the contact centre team, and make pre-arranged outbound calls to customers.
. Provide excellent customer service in line with client and company policies.
. Weigh up all relevant information in line with current guidance and procedures
. Produce reasoned information in line with authorisation levels achieved using relevant software to provide a full audit trail for the client and the industry regulator
. Acquire information as necessary to provide full and accurate information to the customer
. Handle all follow up enquiries and administration in an effective and efficient manner.
. To achieve and maintain full accreditation in line with set quality model/standards
. To achieve set targets in line with required quality standards, pro-actively reporting emerging issues
. Take responsibility for own learning and development, keeping up-to-date with all policy, procedural and regulatory developments, maintaining accreditation and making full use of available structured learning opportunities.

Capita Resourcing welcome applications from all suitably qualified people regardless of gender, race, disability, age or sexual orientation.

Capita Resourcing is a trading name of Capita Resourcing Ltd. Services offered are those of an Employment Agency and Employment Business. Applicants will be required to register with us.