Custody & Dealing Associate
- Recruiter
- Srm Recruitment Limited
- Location
- Bracknell
- Salary
- 26000.00 GBP Annual + + Benefits
- Posted
- 04 Jan 2017
- Closes
- 18 Jan 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Job Purpose
Provide centralised support to local offices for a variety of tasks and, in turn, deliver a professional, compliant, effective and efficient telephone and administration based service to internal and external clients.
Key Responsibilities
Provide an excellent telephone-based service to internal and external clients and third parties.
Maintain core systems ensuring all tasks are completed in line with company policy and procedures.
Process Custody and Dealing requests from clients either written or over the phone.
Deal with all Online Valuation Service requests and queries in a timely, compliant manner meeting agreed performance standards.
Complete project related activities or general tasks as instructed by the Central Operations Manager (COP) and follow through to completion dealing with any queries that arise from these activities.
Process all deceased related activities through to completion, being a subject matter expert on this.
Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards.
Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation production.
Develop and maintain effective relationships with clients, colleagues and third parties.
Complete client mailings raising any issues that may occur.
Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.
Be aware and act upon any compliance, risk and quality issues.
Provide recommendations/improvement ideas to increase operational efficiencies within the team.
Skills and Qualifications
2-5 years of operational experience within the financial services industry.
Excellent standard of education with a desire to further development and to undertake relevant examinations.
Minimum of Certificate in Financial Administration (CF1) or equivalent.
Proficient IT skills in core Microsoft Office systems.
Organisation and prioritisation skills being able to work independently and within a team.
Excellent verbal and written communication skills with an eye for detail.
Professional telephone manner.
Provide centralised support to local offices for a variety of tasks and, in turn, deliver a professional, compliant, effective and efficient telephone and administration based service to internal and external clients.
Key Responsibilities
Provide an excellent telephone-based service to internal and external clients and third parties.
Maintain core systems ensuring all tasks are completed in line with company policy and procedures.
Process Custody and Dealing requests from clients either written or over the phone.
Deal with all Online Valuation Service requests and queries in a timely, compliant manner meeting agreed performance standards.
Complete project related activities or general tasks as instructed by the Central Operations Manager (COP) and follow through to completion dealing with any queries that arise from these activities.
Process all deceased related activities through to completion, being a subject matter expert on this.
Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards.
Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation production.
Develop and maintain effective relationships with clients, colleagues and third parties.
Complete client mailings raising any issues that may occur.
Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.
Be aware and act upon any compliance, risk and quality issues.
Provide recommendations/improvement ideas to increase operational efficiencies within the team.
Skills and Qualifications
2-5 years of operational experience within the financial services industry.
Excellent standard of education with a desire to further development and to undertake relevant examinations.
Minimum of Certificate in Financial Administration (CF1) or equivalent.
Proficient IT skills in core Microsoft Office systems.
Organisation and prioritisation skills being able to work independently and within a team.
Excellent verbal and written communication skills with an eye for detail.
Professional telephone manner.