Financial Administrator

2 weeks ago

Ipswich Suffolk, United Kingdom Reed Full time

We are looking for a Digital Support Administratorto deliver the best possible experience for prospects and clients to a company based in Ipswich. Always showing a passion for the company and helping people to save, invest and view their investments. This is a 12-month fixed term contract to provide maternity cover.

Key Responsibilities

  • Support customer queries for the company web and app-based services.
  • Onboard new and existing clients onto.
  • Understand Anti Money Laundering (AML), Anti Impersonation (AI) and Suitability processes.
  • Communicate with clients by email and on the telephone to assist with queries and to troubleshoot issues with digital services, ensuring that the client receives the best possible experience.
  • Respond to clients within the agreed SLA.
  • Work closely with all divisions of the Digital Support, Product, Delivery, Transfers and Middle Office teams to get to the underlying cause of a problem and gather all the required information to ensure that issues are resolved efficiently.
  • Help to promote our digital offerings and products to build our client base & assets under management.
  • Work with other areas of the business to assist with questions regarding the Silo product.
  • Assist with transfers of client assets both internally and from other providers.
  • Be proactive; identify opportunities to improve the client experience in both support processes and in the Silo app.
  • Respond to reviews on the App Store and Google Play Store.
  • Assist in migration of accounts, set up and data cleansing ensuring migration and data quality.
  • Assist with the production of marketing lists for the timely dispatch of bulk electronic communications.
  • Assist clients and Investment Managers with Shareowner Services proxy voting and meeting attendance.

Key Competencies

  • Getting Things Done :Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
  • Communication & Sharing Knowledge : Confident, clear and accurate with all communication;maintains accurate records and makes effective use of new technology.
  • Customer Service : Positive attitude to find solutions in line with FCAprinciples;Uses customer feedback to improve service.
  • Effectiveness & Adaptability : Able to maintain a high volume of work, striving for continual improvements;understands individual contribution in relation to corporate objectives;presents a positive image and approach to change.
  • Team Working : Shares knowledge, skills, and experience with colleagues; understands team goals; is cooperative and supportive of others.

Candidate Profile

Previous experience of providing customer service

Previous experience in financial services is advantageous but not essential.

A good understanding of anti-money laundering (AML) principles is advantageous but not essential.

Excellent communication skills - verbal and written.

Will have an interest in Apps.

Previous experience with ticketing software is advantageous but not essential.

Contractual Hours

9.00am to 5.30pm, Monday to Friday

#J-18808-Ljbffr

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