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