Client Services Liaison
3 weeks ago
Job Summary:
Pontoon Solutions is recruiting for a Client Services Executive to join one of our high-profile Banking clients. This is a hybrid working role, with a requirement to work from the clients Edinburgh office at least 3 days a week.
Key Responsibilities:
- Respond to shareholder queries received by phone, email, letter, or webchat.
- Place telephone trades in accordance with instructions received.
- Respond to straightforward questions about shareholder accounts and provide more advanced technical assistance.
- Investigate errors in shareholder accounts and statements.
- Route issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures and respond to shareholder once issue resolved.
- Review daily open items to ensure proper follow-up and closure.
Requirements:
- High school/secondary school or the equivalent combination of education and experience is required.
- Experience in contact centre or client services preferred.
- Experience in MS Applications (MS 365)
Working Hours:
Standard working hours with some flex where required.
About Us:
Pontoon Solutions is an equal opportunities company.
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