Overview
This role is responsible for dealing with emails and telephone calls made by investors/clients in a timely manner adhering to regulations.
Key Accountabilities and Main Responsibilities
* Responding to emails and telephone calls made by investors and professionals adhering to compliance and regulations.
* Prioritise queries and correspond with other departments when necessary to determine the root cause.
* Type and administer correspondence to clients/investors meeting deadlines.
* Ensure quality and accuracy in all correspondence with customers and investors.
Experience & Personal Attributes
* To be considered for this role you must be able to demonstrate inbound customer service experience, ideally gained from the financial services industry, however this isn't essential.
* Other customer service experience can include any complaint handling, inbound processing and/or banking roles.
* Maths and English GCSE grade C+ are essential for this role.
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