Customer Service/ Administrator
5 months ago
Customer Service Administrator
12 months
Monday - Friday
Edinburgh
THE ROLE
A fantastic opportunity has arisen for a number of Transfer Agency Administrators to work within a large multi-national organisation, specialising in Investment Banking. You will be a part of a team responsible for providing innovative mutual fund transfer agency services for millions of shareholder accounts with some of the best-known names in the financial services industry. This opportunity is available for an initial 6-month period.
Handle requests to make updates to shareholder accounts or instructs shareholders on how to make account changes.
Follow the best practice call outline when addressing and closing standard calls and to ensure that the most current information is provided. Follow internal quality standards, the current workflow for each call type (Maintenance, Financial and Escalated issue), and security protocols.
Complete security forms in compliance with regulatory requirements.
Actively listen to shareholder needs in order to provide service that ensures continued shareholder satisfaction and complete, accurate fulfilment of shareholder asks.
Make an initial determination of which inquiries should be escalated or will necessitate completion of an electronic ticket.
Confirm conclusions with more senior team members.
Escalate inquiries or complete electronic tickets to initiate delivery of historical statements or pass forms to shareholder as requested.
Has a clear understanding of Policy and Procedures.
Completes standard security protocol to verify shareholder identity and prevent fraud prior to releasing information.
Handle customer complaints following our standard procedures and regulatory guidelines.
Accept feedback and coaching and proactively adjust own management of call flows in response to feedback.
**REQUIREMENTS**:
Bachelor's degree or the equivalent combination of education and experience is preferred.
Customer Service experience in the financial service market preferred.
Can work in a very structured environment.
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.
-
Customer Service Administrator
5 months ago
Edinburgh, United Kingdom Diligenta Full time**Customer Service Administrator - Edinburgh** **Things you need to know**: - Our full-time working hours are 35 hours per week, Monday to Friday between 8am and 6pm (no evening or weekend shifts) - The starting salary is £21,500 - We are based in **Central Edinburgh. **We offer discounted parking at the local car park and are within walking distance of...
-
Customer Service Administrator
5 months ago
Edinburgh, United Kingdom Tate Recruitment Limited Full time**Job Title**: Customer Service Administrator **Location**: Edinburgh, Lothian Road EH1 2DH **Type**: Temp to Perm, Full-Time, Fully Office Working **Hours**: Monday to Friday, 09:00 - 17:00 Tate Recruitment is seeking outstanding Customer Service Administrators to join their client, Diligenta, in Edinburgh. For nearly 200 years, people have trusted...
-
Customer Service Administrator
4 months ago
Edinburgh, United Kingdom Tate Full timeTate Recruitment is seeking dedicated and customer focussed Customer Service Administrators to join their client, Diligenta, in Edinburgh. For nearly 200 years, people have trusted Standard Life/ Diligenta to take care of their retirement needs and life savings. Standard Life is now a part of Diligenta, a UK-based FCA-regulated subsidiary of Tata...
-
Customer Service Administrator
5 months ago
Edinburgh, United Kingdom Diligenta Full time**Customer Service Administrator - Edinburgh** Here at Diligenta, we are proud to be the single largest provider of outsourced TPA services to the UK Life & Pensions market. We impact peoples’ lives every day, be it helping pay for a loved ones funeral or providing someone with their pension funds for a happy retirement. Our vision is to be the ‘Customer...
-
Customer Service Administrator
4 months ago
Edinburgh, United Kingdom Diligenta Full time**Customer Service Administrator** Job Reference: Dgenta02135 Role Grade: A3 Location: Edinburgh, EH3 9PE **Summary of the role** **What you’ll be doing** - Work meticulously and swiftly to uphold quality standards. - Proactively identify and implement opportunities to enhance process efficiency and customer experience. - Organising and providing...
-
Customer Service Administrator
4 months ago
Edinburgh, United Kingdom Diligenta Full time**Salary**: From £18018-£22177 **Customer Service Administrator**: Job Reference: Dgenta02135 Role Grade: A3 Location: Edinburgh, EH3 9PE *** **Summary of the role** **What you'll be doing**: - Work meticulously and swiftly to uphold quality standards. - Proactively identify and implement opportunities to enhance process efficiency and customer...
-
Customer Service Administrator
4 months ago
Edinburgh, United Kingdom Firegroup Full timeYou will be joining our small office team, supporting the smooth running of the office and the tasks required as part of the customs ordering and fulfilment process. Attention to detail is essential for this role. Key responsibilities include: Provide general administration support to the business as required Maintain accurate customer records and...
-
Customer Service Administrator
5 months ago
Edinburgh, United Kingdom Diligenta Full time**Salary**: From £21500-£23000 **Customer Service Administrator - Edinburgh**: Here at Diligenta, we are proud to be the single largest provider of outsourced TPA services to the UK Life & Pensions market. We impact peoples' lives every day, be it helping pay for a loved ones funeral or providing someone with their pension funds for a happy retirement....
-
Customer Service Administrator
5 months ago
Edinburgh, United Kingdom Diligenta Full time**Customer Service Administrator - Edinburgh** Here at Diligenta, we are proud to be the single largest provider of outsourced TPA services to the UK Life & Pensions market. We impact peoples’ lives every day, be it helping pay for a loved ones funeral or providing someone with their pension funds for a happy retirement. Our vision is to be the ‘Customer...
-
Customer Service Administrator
5 months ago
Edinburgh, United Kingdom Diligenta Full time**Salary**: From £21500-£21500 **Customer Service Administrator - Edinburgh**: Here at Diligenta, we are proud to be the single largest provider of outsourced TPA services to the UK Life & Pensions market. We impact peoples' lives every day, be it helping pay for a loved ones funeral or providing someone with their pension funds for a happy retirement....
-
Customer Service Administrator
5 months ago
Edinburgh, United Kingdom Sunbelt Rentals Careers Full time**About The Role**: CUSTOMER SERVICES - IT’S A PEOPLE THING Are you someone who can start a conversation in an empty room? One of those people who always manages to get things done, no matter how much there is to do? If the answer is yes and yes, there’s a place in our Customer Service team for you. It’s not about what you know. It’s who you are....
-
Customer Service Representative
4 weeks ago
Edinburgh, Edinburgh, United Kingdom ACCS - ARES Customer Care Solutions GmbH Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide timely and effective support to customers through various channels,...
-
Customer Service Representative
4 weeks ago
Edinburgh, Edinburgh, United Kingdom ACCS - ARES Customer Care Solutions GmbH Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide timely and effective support to customers through various channels,...
-
Customer Service Administrator
1 week ago
Edinburgh, United Kingdom Huntress - Maidstone Full timeCustomer Service Administrator - Hybrid Do you work in high end retail or are you a recent grad? This is a fantastic opportunity to be part of a forward-thinking company. Key Responsibilities: Engage with customers via phone, email, and chat to resolve inquiries and provide support Maintain detailed records of customer interactions and...
-
Customer Service Administrator
1 month ago
Edinburgh, United Kingdom CV-Library Full timeYour new company You'll be joining a large private sector organisation in Edinburgh. Your new role In this hands-on, fast-paced role, you'll be responsible for a variety of tasks: Handling incoming and outgoing calls to various stakeholders. Managing the reception desk. Arranging travel and making lunch/hotel bookings for meetings. Update...
-
Customer Service Administrator
3 weeks ago
Edinburgh, United Kingdom Hays Business Support Full timeYour new company You'll be joining a large private sector organisation in Edinburgh.Your new role In this hands-on, fast-paced role, you'll be responsible for a variety of tasks:Handling incoming and outgoing calls to various stakeholders.Managing the reception desk.Arranging travel and making lunch/hotel bookings for meetings.Update registers and records,...
-
Service Administrator
5 months ago
Edinburgh, United Kingdom John Clark Motor Group Full time**Service Administrator** Are you good with people and have a 'can do' attitude? This could be the opportunity for you! **Pentland **Land Rover Edinburgh West** are seeking a pro-active, customer focused Service Administrator for our **Land Rover** dealership, who will be part of the Service Team and be responsible for providing a proactive service to...
-
Customer Service Representative
2 days ago
Edinburgh, United Kingdom Diligenta Full timeAbout DiligentaDiligenta is a leading provider of outsourced administration services to the UK Life Assurance and Pensions market. We deliver exceptional customer service to customers on behalf of well-known brands, including Lloyds Banking Group, The Phoenix Group, AVIVA, Standard Life, M&G Prudential, and Nest, the UK government's workplace pension...
-
Customer Service Coordinator
4 days ago
Edinburgh, Edinburgh, United Kingdom Diligenta Full time £21,840Job Summary:We are seeking a highly skilled Customer Service Administrator to join our team at Diligenta. As a key member of our customer service team, you will be responsible for providing exceptional support to our customers, ensuring that their needs are met and exceeded.Key Responsibilities:Provide administrative support to the customer service team,...
-
Customer Service Representative
4 days ago
Edinburgh, Edinburgh, United Kingdom Diligenta Full timeAbout the RoleAs a Customer Service Administrator at Diligenta, you will be providing vital support to our customer service team, ensuring business administrative duties are compliant and efficient. This involves organizing and providing support to the members of our customer service team, including filing, sending and receiving post, stationary...