Finance Specialist - City of London, Greater London, United Kingdom - Resource Solutions

    Resource Solutions
    Resource Solutions City of London, Greater London, United Kingdom

    Found in: Jooble UK O L C2 - 2 weeks ago

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    Description

    Salary:
    Competitive and based on experience

    Contract: 6 months initially, PAYE Contract

    Keywords:
    ISA Transfer, Customer Experience, Process Improvement, Asset Transfer, Salesforce

    Our client is seeking a dedicated and detail-oriented Individual Savings Account (ISA) Specialist to join their dynamic team.

    This role offers an exciting opportunity to be part of a team responsible for processing all ISA, Junior ISA and Lifetime ISA Transfers.

    The successful candidate will have the chance to make significant contributions towards changing and improving processes, while also driving forward their own career and development.

    This role is perfect for someone who is passionate about delivering a seamless end-to-end customer experience and has a genuine desire to help customers.


    • Chance to drive forward your own career and development
    • As an Individual Savings Account Specialist, you will play a crucial role in managing the transfer of ISAs, Junior ISAs, and Lifetime ISAs. This role provides ample opportunities for personal growth and career development, making it ideal for those eager to advance their careers while making a meaningful impact on customer satisfaction.
    • Manage the processing of all ISA, Junior ISA and Lifetime ISA Transfers In and Out
    • Take initiative in driving forward your own career and development
    • Ensure that client queries and requests are managed in line with quality and service standards


    The ideal candidate for the Individual Savings Account Specialist role brings a wealth of knowledge about asset transfers between providers.

    She has hands-on experience with transfer systems like Altus or Origo, coupled with proficiency in using CRM systems like Salesforce.

    Strong understanding of the technical aspects of transferring assets between providers


    • Proficiency in using Salesforce
    • Our client is a leading player in the financial services sector, known for its commitment to innovation and customer satisfaction.