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Customer Service Administrator
4 months ago
The Role
You will act as a Customer Service Administrator as part of a team of 7.
Duties will include (but not exhaustive):
§ Responding to queries via email, post and telephone.
§ Completing Anti-Money laundering checks as part of all customer due diligence, internal and external fraud controls.
§ Reception Duties, including welcoming guests, accepting post/packages and making drinks.
§ Office administration, including scanning documents.
About You:
§ Motivated
§ Excellent communication skills (both verbal and written)
§ Financial Services Experience (desired)
§ Professional attitude and appearance (working reception duties)
§ Computer literate; Excel, Word and Outlook
§ Highly organised with efficient time management and the ability to prioritise workload
§ Complete Professional qualification that Margetts request you complete
The successful candidate is expected to study for relevant industry qualifications to increase their knowledge, as well as on the job skills through mastering and understanding all team tasks.
The company supports a policy of continued professional development and relevant qualifications.
The package includes, competitive salary, 25 days holiday (plus UK bank holidays), discretionary 15% bonuses, company employee-matched pension contributions (7.5%), death in service benefit, company social events and private healthcare.
Reporting to Client Services Manager.
The Company
We are a financial services business, specifically an investment manager and an Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling over £9Bn. The funds managed include multi-manager, direct equity, mixed investments, derivatives and property.
An ACD is authorised by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds).
The responsibilities of an ACD include maintaining a register of investors, including the settlement of client money, arranging safe custody and valuing the assets held by funds in order to create buying and selling prices of the funds. Margetts focusses on retail investors and also provides fund management to several ranges of Multi Manager funds.
We currently employ 70+ members of staff across multiple departments.
Company Values
We will add value
We will be kind
We will fight for what is right
We will be smart
We will enjoy what we do
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
