Customer Operations Representative - Edinburgh, United Kingdom - Meraki

Meraki

Verified Company

Edinburgh, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Meraki Talent are partnered with a global FinTech organisation to appoint a Customer Operations Representative on a 6-month FTC (with possibility of extension) in their Edinburgh City Centre Office.

This opportunity offers a salary of £22,500 - full-time equivalent - plus a hybrid working after the initial training period.

The purpose of the Customer Ops Representative is to:

Consistently meet or exceed customer service level agreements, ensuring timely and accurate responses to customer and adviser inquiries
Perform investment trading transactions, general servicing transactions, and new business transactions, as well as money in/out transactions and other support activities, ensuring compliance with relevant regulations and guidelines
Develop and maintain knowledge of Self-Invested products, ISAs, and GIAs, as well as relevant regulations, guidelines, and procedures
Identify and report issues or concerns related to processes, systems, or customer inquiries, and work collaboratively with internal teams to resolve them
Ensure accurate recordkeeping and documentation of all customer and adviser interactions and transactions
Continuously look for opportunities to improve processes and enhance the customer experience, and provide suggestions to management
Participate in team meetings, trainings, and other development opportunities to enhance skills and knowledge
Adhere to all internal policies and procedures, as well as external regulatory requirements, related to processing and authorizing financial transactions

To be considered for this role, you must have:

Administration/Customer Service experience from a financial services environment
Strong attention to detail.
Excellent customer service skills.
The ability to manage your own time and deliver to deliver to deadline.
The ability to innovate and suggest improvements.

Key Performance Indicators (KPIs) for this role may include:

Daily work item clearance and productivity levels achieved, as measured by MI
Quality auditing levels achieved, and process accreditation maintained, as measured by MI
Mandatory training completed and passed by required date, as measured by MI
Process and financial transactions breaches not exceeding agreed levels, as measured by MI
Customer and adviser satisfaction ratings, as measured by surveys or other feedback mechanisms.

Is this job for you?

Lauren wants:
Customer Service, Administration, Graduates, Financial Services
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