Our client is a market-leading financial services organisation, and we’re excited to be supporting their recruitment of talented Customer Service Administrators!
The role requires someone who is happy working with financial information and dealing with a range of client enquiries when needed.
Required skills and experience:
- Previous administration experience
- Knowledge of investment administration is desirable but not essential
- Excellent written and verbal communication skills
- Strong organisational skills and keen attention to detail
As a Customer Service Administrator, you are responsible for dealing with a range of pension and investment enquiries. Strong attention to detail is required as you will be processing high volumes of financial information.
Other duties will include:
- Dealing with queries and requests from Financial Adviser firms
- Processing new investment paperwork
- Allocating and transferring funds upon instruction from financial advisers
- Completing all related administrative duties
- Building and maintaining strong client relationships
- Offering knowledge and expertise to colleagues as needed
If you are looking to develop your skills with an established and growing financial services company, please apply today!