Customer Operations Specialist

2 days ago


London, UK, United Kingdom DSR Global Full time

Our London based client are looking for someone with 2 years + experience within Client and Customer Operations within their busy Client Operations team.


  • Deal with all types of correspondence and queries by letter, secure e-mail, telephone, or personal callers.
  • Prepare statements for despatch to customers.
  • Assisting other members of the Customer Experience team as required.
  • Process manual standing order and Direct Debit instructions.
  • Greeting and welcoming customers over our phones and occasionally at our office.
  • Processing of applications, onboarding new customers
  • Service clients through the life of the investment including the deceased process
  • Full KYC/AML checks on all customers as well as ongoing checks
  • Maintaining investor and adviser records
  • Provide an exceptional level of customer service
  • Resolve incoming queries via telephone, email and post



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