Administrator - Financial Administrator
2 weeks ago
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.
Support customer queries for the company web and app-based services.
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.
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.
Assist with transfers of client assets both internally and from other providers.
Assist in migration of accounts, set up and data cleansing ensuring migration and data quality.
Assist clients and Investment Managers with Shareowner Services proxy voting and meeting attendance.
Previous experience in financial services is advantageous but not essential.
A good understanding of anti-money laundering (AML) principles is advantageous but not essential.
Previous experience with ticketing software is advantageous but not essential.
30pm, Monday to Friday
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