Accurate and timely client data entry onto CBAM systems
Adherence to CBAM procedures
Processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
Data cleansing
Call management/client contact
Written client and provider contact
Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
General ad hoc duties as required by the team or assigned by the Wealth Planning Services Manager
Excellent attention to detail
Confident in querying anomalies
Excellent IT skills
Team player
Good communication skills - verbal and written
Excellent record keeping and reporting capabilities
Ability to manage repetitive processes