Client Services Administrator - Edinburgh, United Kingdom - Search Consultancy
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 productsoffered by the client's service.
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