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Senior Customer Service Representative

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time £30,000

Job Title: Senior Customer Service Representative

Job Summary:

We are seeking a highly skilled and experienced Senior Customer Service Representative to join our team at Financial Divisions. As a key member of our customer service team, you will be responsible for providing exceptional quality technical and general administrative support to our clients and internal stakeholders.

Key Responsibilities:

  • Organize and diarize meetings on behalf of the Private Client Director
  • Work with the Private Client Director to prioritize tasks
  • Assist with general administration as required
  • Produce accurate client portfolio valuations and statements using Intelligent Office
  • Assist with cash management control on client accounts
  • Closing plans correctly on Intelligent Office in a timely manner and ensure income expectations
  • Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process

Requirements:

  • At least 1 year's experience within the independent sector of the financial services industry, in a relevant administration role
  • Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
  • Demonstrable experience of delivering client service at the highest level
  • Excellent IT skills with a good working knowledge of Excel
  • Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
  • Possess focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues

About Us:

Financial Divisions is a highly respected and performing firm that offers a unique opportunity to build a long-term career within private client wealth management. We are committed to delivering exceptional quality service to our clients and internal stakeholders, and we are seeking a talented and committed individual to join our team.