Associate Accounts Specialist
1 month ago
We are seeking a highly skilled and motivated individual to join our Savings Operations team as an Associate Accounts Specialist. In this role, you will play a key part in delivering exceptional customer service to our clients by providing them with expert advice and support regarding our savings products.
Key Responsibilities- Provide telephone support to customers enquiring about our savings products, answering their queries and addressing any concerns they may have.
- Assist customers with the administration of their accounts, ensuring that all necessary documentation is completed and processed efficiently.
- Manage and maintain customer accounts, ensuring that all queries are answered effectively and that the customer receives a positive experience.
- Work closely with the Savings Operations team to ensure that all customer interactions are handled in a timely and professional manner.
As a valued member of our team, you will receive a competitive salary, annual performance-related bonus, and a generous contributory pension scheme through Hargreaves Lansdown. You will also receive 25 days annual leave (plus bank holidays) with the option to buy/sell up to 5 additional days (terms apply), and an extra day paid annual leave for volunteering.
Castle Trust Bank is an equal opportunity employer, committed to creating an inclusive environment for all our colleagues to thrive. We celebrate diversity and are proud to support people with disabilities, being a Disability Confident employer. If you are a person with a disability and meet the minimum criteria for the role, you will be offered an interview. Should you require any reasonable adjustment to support you in your application, please contact us.
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