Transfer Agency Client Representative

3 months ago

Edinburgh, United Kingdom Meraki Full time

**Transfer Agency Client Representative**
Competitive Salary

Permanent

Edinburgh

As a Transfer Agency Client Representative, you will play a crucial role in delivering exceptional customer service and ensuring smooth transactions for this leading financial services business here in Edinburgh. You will be the first point of contact for clients and will provide support and information regarding transfer agency services.

**Key Responsibilities**:

- Professionally and promptly handle inbound calls from clients and provide information related to transfer agency services.
- Assist clients with transfer requests, including processing and tracking.
- Address client inquiries, concerns, and issues while ensuring the highest level of client satisfaction.
- Maintain accurate and up-to-date client records in our database.
- Collaborate with other team members to resolve complex client requests and issues.
- Stay up to date with industry regulations and best practices to ensure compliance.

**Qualifications**:

- Previous experience in a call centre or customer service role, preferably within the financial services industry.
- Strong communication skills, both written and verbal.
- Excellent interpersonal and problem-solving skills.
- Attention to detail and accuracy in data entry.
- Ability to work independently and as part of a team.
- Knowledge of transfer agency processes and financial industry regulations is a plus.

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