Customer Operations Representative - Edinburgh, United Kingdom - FNZ

FNZ
FNZ
Verified Company
Edinburgh, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Role Description


To administer requests from customers and advisers on Self-Invested products, ISAs and GIAs ensuring strong service levels and quality standards are maintained.

Team Responsibilities


Provide Pension Administration and ISA/GIA services to FNZ Clients, which can include Investment Trading transactions, General Servicing transactions, New Business transactions, Money In/Money transactions out transactions and other Support activities.


Role Responsibilities- Completion of daily allocated work and tasks, ensuring annual average productivity levels agreed are delivered.- Consistent achievement of agreed quality auditing standards and maintain process accreditation.- Ownership of personal development to enhance skills and experience.- All mandatory training courses taken and required pass mark achieved.- Suggest possible areas for process improvement which would result in an enhanced customer experience and/or cost savings to the company.- All processes and financial transactions dealt with in adherence to IFC, CASS and SYSC rules for both processing and authorising, where permitted.- Provide Team cover as required to ensure FNZ client service agreements are delivered.


Requirements:


  • Graduate or relevant Financial Services experience
  • Strong attention to detail.
  • Excellent customer service skills.
  • Ability to manage your own time and deliver to deliver to deadline.
  • Ability to innovate and suggest improvements.
LI-CM1
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