Bring your attention to detail and customer focus to a role supporting new business and ongoing client servicing.
The Role
A varied position supporting regulatory processing and customer servicing activity.
About You
You are organised responsive and confident managing multiple priorities.
The Reward
The Role
A varied position supporting regulatory processing and customer servicing activity.
- Review new business applications for AML and regulatory compliance
- Ensure applications are processed in line with internal guidelines and procedures
- Contact advisers and customers to obtain outstanding information
- Complete client set up and ongoing servicing on CRM and platform systems
- Apply incoming funds and process withdrawals and surrenders accurately
About You
You are organised responsive and confident managing multiple priorities.
- Experience within new business or servicing in investments or life assurance
- Strong communication and organisational skills
- Ability to manage adviser and customer relationships effectively
- Consistent delivery of accurate and high quality work
- Strong attention to detail with deadline focus
The Reward
- Six month fixed term contract within a supportive customer services team
- Exposure to regulatory and platform based processes
- Opportunity to work closely with advisers and sales teams
- Involvement in process improvement and automation initiatives
- Inclusive and welcoming working environment