Customer Account Administration Professional
4 weeks ago
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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