Customer Service Associate

1 day ago


London, Greater London, United Kingdom Cameron Kennedy Full time
Job Title: Customer Service Associate

Job Summary:

We are seeking a highly skilled Customer Service Associate to join our team at Cameron Kennedy. As a key member of our Client Services team, you will be responsible for delivering exceptional customer service and ensuring that our clients receive the highest level of support.

Key Responsibilities:

  1. Lead and perform retail customer and corporate client onboarding, ensuring that the appropriate customer due diligence is carried out per our risk management framework.
  2. Deal with a wide range of client telephone calls and emails, both to and from prospective and existing clients, concerning their accounts.
  3. Manage and record all complaints in relation to our products/service, liaising with the relevant SME with regards to our accurate and timely response.
  4. Collate documents for FOS and other external bodies where required, drawing on key information relevant to the complaint.
  5. Produce and deliver MI to reflect volumes, trends, and issues to the various committees for discussion.

Requirements:

  1. Minimum 3 years in customer onboarding within the Financial Services industry.
  2. Strong understanding of KYC/AML within the UK financial services and regulatory environment.
  3. Able to communicate clearly and precisely in both a written and verbal context.
  4. Have CISI qualifications.

Core Competencies:

  1. Attention to Detail: Being attentive to detail in the planning and execution of tasks, complying with policies and procedures and stay alert to spot errors and inconsistencies.
  2. Information Management: Having a respect for knowledge and being willing to research issues. Discovering the available facts before making a decision. Being organised and systematic and disposed to keep up to date with area of expertise.
  3. Problem Solving: The ability to deliver effective solutions and have a good practical understanding of issues. Be imaginative and open to a wide range of ideas and influences, considering both traditional and innovative options before committing to a solution.
  4. Planning and Organising: Ability to see priorities, plan the efficient use of resources and monitor progress against objectives. Respond effectively to unforeseen events.
  5. Communication: The ability to effectively communicate at all levels, both written and verbally, with all internal/external customers.
  6. Team Work: The ability to work co-operatively with others, to be a member of a team and work towards the purpose of a common goal.
  7. Flexibility: Having the capacity to cope with the unexpected, recognise the need for re-organisation, whether supporting or on the receiving end of change. Welcome views of others and are receptive to learning and new ideas and have ability to adapt.

Desirable:

  1. Educated to degree or equivalent standard.

About Us:

Cameron Kennedy is a leading provider of financial services, and we are committed to delivering exceptional customer service and support to our clients. We are seeking a highly skilled and motivated individual to join our team and contribute to our success.



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