Customer Account Administration Professional

4 weeks ago


Leeds, Leeds, United Kingdom Search Full time

Overview: We are seeking a highly organized and detail-oriented Customer Account Administration Professional to join our team at Search. The successful candidate will be responsible for managing customer accounts, processing account conversions, and ensuring accurate documentation. This is a fantastic opportunity for individuals with a passion for financial services to develop their skills and experience.

Key Responsibilities:

  • Manage customer accounts and process account conversions
  • Verify customer identification and proof of address documents
  • Communicate with customers via email and phone
  • Sort and categorize post for distribution

Essential Skills:

  • IT literacy and proficiency in CRM systems
  • Excellent communication and organizational skills
  • Ability to prioritize workload and meet deadlines

About Search: We are an equal opportunities recruiter and welcome applications from all suitably skilled or qualified applicants. Our client is a financial services company based in the city centre, and this role does not come with parking. If you are interested in a challenging and rewarding career in financial services, please apply.



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