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- Inbound and outbound calls from clients and customers.
- Manage the email inboxes – review, action and follow up.
- Issue documentation, ensuring to cross-reference various documents for accuracy.
- Use various internals systems to generate documents and create customer records.
- Process changes to customers’ accounts/documentation.
- Manage direct enquiries about quotations, follow-up to book appointments with relevant team members/departments.
- Schedule and manage meetings.
- Manage customer/clients’ cancellations or redemptions.
- Support with Direct Debit reports – successful payments and unpaid/cancelled payments.
- Support with other general administrative tasks as and when required.
- Previous experience in a customer-facing and administrative role is preferred.
- Knowledge of financial services/compliance advantageous.
- Proficiency in telephone systems and adept at handling calls with professionalism and sympathy.
- IT literate with a strong command of Excel, Word and Outlook.
- Demonstrate commitment to excellent customer/client care.
- Strong interpersonal and communication skills.
- Exceptional organisation and administration abilities.
- High-level of accuracy and attention to detail.
- Ability to maintain discretion/compliance and uphold client confidentiality.
- Monday-Friday, 9am-5pm, on-site.
- 25 days holiday, plus bank holidays.
- Pension scheme.
- Free on-site parking.
- 4x Death in Service.
- Cycle to work scheme.
