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Associate Account Specialist
2 months ago
We are seeking a highly motivated and customer-focused individual to join our Savings Operations team as an Associate Account Specialist. In this role, you will play a key part in delivering exceptional customer service to our clients by providing them with accurate and timely information about our savings products and services.
Key Responsibilities:
- Provide support to customers wishing to open accounts, assisting them with the administration of this process.
- Manage and maintain customer accounts, ensuring their queries are answered effectively and efficiently.
- Work closely with the Savings Operations team to ensure seamless delivery of customer service.
- Develop and maintain a positive Castle Trust Bank brand image at all times.
Requirements:
- Previous experience in financial services is an advantage, but can be taught.
- A positive attitude with a passion for supporting and helping people and delivering a first-class customer experience.
- Confidence in working with various computer systems; good understanding of Microsoft Office products is desired.
What We Offer:
- A competitive salary and annual performance-related bonus.
- A generous contributory pension scheme through Hargreaves Lansdown.
- Life assurance and 25 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days (terms apply).
- An extra day paid annual leave for volunteering.
- Free access to Lifeworks EAP to support their health and wellbeing.
- Free eye test vouchers, discounted gym membership, and season ticket travel loans (if applicable).
