Client Services Administrator - Edinburgh, United Kingdom - Search Consultancy

Search Consultancy

Verified Company

Edinburgh, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job title:
Client Services Consultant; Administration Desk

Reporting to:
Digital Administration Manager

Location:
Edinburgh

Core hours: 7 hours / day ranging between 7.30am and 5.00pm

Salary:
Up to £24k

Job Purpose:

The role will suit an individual who likes variety, maintains a high degree of accuracy and excellent attention to detail, is able to rise to challenges and can cope with a demanding workload and multiple tasks, efficiently.

Key Areas of Responsibility:

Handle incoming client administrative tasks via incoming client channels, ensuring timely follow up, with support as required
Printing, scanning, post
Liaise with various internal functions to ensure issue resolution
Liaise with various internal stakeholders to ensure effective communication
Troubleshoot, capture, and provide feedback to contribute to the development of digital portals and services
Escalation of complaints and expressions of dissatisfaction as required
Other Client Service functions as they arise

Qualifications & Experience:

You will be expected to have passed the CISI Introduction to Securities & Investments exam within your first 12 months of employment.

Knowledge & Skills:

You will be expected to develop a good understanding of our client's services over your first 12 months, along with a sound knowledge of internal systems including Order Routing, AS400 and CRM along with Outlook, Excel, Word, market information systems. Etc.
The ability to handle client queries, troubleshoot, make decisions, take initiative to improve the service and resolve problems.
A strong work ethic and a high level of attention to detail, with excellent organisational and time management skills.
The ability to prioritise effectively and provide thorough and timely followup to client queries and administration.
Excellent verbal and written communication skills. In particular, the ability to use client friendly language is essential.
The ability to work accurately under pressure and to deadlines. In addition, a resourceful, flexible and conscientious approach to work and, crucially, the ability to work as part of a team including the willingness to work overtime on occasion, if required.
A good understanding of UK markets, ISAs and SIPPs as well as a sound understanding of investment administration systems and processes. A broad knowledge and understanding of applicable FCA rules and a sound knowledge and understanding of the investment products offered by the client's service.