Associate Accounts Specialist

1 day ago


Basingstoke, Hampshire, United Kingdom Castle Trust Group Full time
About the Role

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 accurate and timely information about our savings products and services.

As an Associate Accounts Specialist, you will be responsible for managing customer accounts, responding to customer inquiries, and providing support to customers wishing to open new accounts. You will also be involved in the ongoing maintenance and administration of customer accounts, ensuring that all queries are answered effectively and efficiently.

Key Responsibilities
  • Provide exceptional customer service to clients by responding to their inquiries and resolving any issues in a timely and professional manner.
  • Manage customer accounts, including opening new accounts, updating account information, and resolving any account-related issues.
  • Work closely with the Savings Operations team to ensure that all customer inquiries are answered accurately and efficiently.
  • Contribute to the development and implementation of processes and procedures to improve customer service and account management.
What We Offer

We offer a competitive salary, annual performance-related bonus, and a generous contributory pension scheme through Hargreaves Lansdown. You will also receive life assurance, 25 days annual leave (plus bank holidays on top), and the option to buy/sell up to 5 additional days (terms apply). In addition, you will receive an extra day paid annual leave for volunteering.

Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues to thrive. We are proud to support people with disabilities and are committed to being a Disability Confident employer.



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