Customer Service Administrator - Newcastle upon Tyne, United Kingdom - True Potential LLP

True Potential LLP
True Potential LLP
Verified Company
Newcastle upon Tyne, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

About Us:

True Potential are an award-winning wealth management provider to both organisations and individual clients.

Since 2007 we have been at the forefront of technology and industry standards, our aim is to revolutionise the way wealth management is delivered.

We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are looking for entrepreneurial individuals that can deliver service in a simple, effective, and unique way.


Role:


The role is within a fast paced and ever changing environment to enhance the organisations standing in the wealth management sector.


About you:


  • A knowledge of wealth management would be advantageous within pensions or investments legislation/regulations/technical development and administration, (_
    But is not essential_)
  • Experience of working towards KPI/SLA timeframes and an understanding of the impact they have to the organisation.
  • Excellent attention/accuracy to detail as you will be using several different platforms (_**Office 365/In
  • House**_) to communicate with clients/customers and financial advisors.
  • Organisational skills are key to the role with the ability to prioritise work/caseloads.
  • Experienced in building relationships with key account holders/advisors as this role is client focused and regulated in line with targets.
  • Great customer service skills both verbal and written, with an entrepreneurial attitude with the ability to interact effectively.

Duties/Responsibilities:


  • Processing of withdrawals/cheques to clients in relation to their pension/investment accounts.
  • Calculations around pension and investments to provide to clients.
  • Understanding pension/retirement processing and opting out.
  • Discussion with clients on business insolvency and the impact it has to workplace pensions.
  • Building strong relationships.
  • Provide general support across the TPI team to support Team Managers.
  • Work on cases confidentially and deal with clients/advisers and customers professionally and in a timely manner.
  • Adhoc tasks will crop up as the business needs change and you may be required to assist.

Benefits:


  • Living wage employer with the ability to gain a monthly bonus after probationary period.
  • 22 days annual leave plus bank holidays
  • On site free parking
  • Modern/spacious office environment
  • Company events

Job Types:
Full-time, Permanent


Benefits:


  • Company events
  • Company pension
  • Free parking
  • Onsite parking
  • Referral programme
  • Work from home

Schedule:

  • Day shift
  • Monday to Friday
  • Weekend availability

Supplemental pay types:

  • Performance bonus

Ability to commute/relocate:

  • Newcastle upon Tyne: reliably commute or plan to relocate before starting work (preferred)

Experience:


  • Customer service: 1 year (preferred)
  • Case management: 1 year (preferred)
  • Financial services: 1 year (preferred)
  • Pensions/Investments: 1 year (preferred)

Work Location:
Hybrid remote in Newcastle upon Tyne
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