Customer Service Administrator (Financial Services)
- Recruiter
- Confidential
- Location
- Douglas
- Salary
- Competitive
- Posted
- 17 May 2021
- Closes
- 14 Jun 2021
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Overview
Our leading Douglas-based Financial Services Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking a Customer Service Administrator to join and work within the Customer Support Team.
The purpose of this role is to effectively deliver a direct service to clients and IFAs by the processing of telephone calls and email requests within specified servicing times.
Role Profile
* Dealing with clients, IFAs and sales branches via telephone, fax and e-mail
* Identify identify problem areas and offer various solutions wherever possible
* Adhere to regulatory legislation and ensuring compliance requirements are met
* Answer general queries by telephone/fax or email
* Work as part of a team and todeadlines
* Understanding and differentiating between internal and external valuations
* Produce additional single premium quotations across all products
* Input special deal quotes
* Process UK staff and individual policyholder Extranet registrations
Person Profile
* Minimum of 1 years experience in Financial Services
* GCSE (or equivalent) grade C or above English and Maths
* Good working knowledge of Microsoft Office applications (Word, Excel, Outlook)
* Ability to draft letters/fax
* Experience within a customer facing administration role
* Good planning and organisational skills
* Ability to work within a team or on own initiative
* Can maintain high level of accuracy and still work within agreed service standards
* Ability to work under pressure
* Strong communication skills (written & verbal)
* Good team player
* Clear understanding of Customer Service
* Commitment to providing outstanding customer service
* Good telephone manner
* Ability to meet individual targets and goals with accurate results
Our leading Douglas-based Financial Services Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking a Customer Service Administrator to join and work within the Customer Support Team.
The purpose of this role is to effectively deliver a direct service to clients and IFAs by the processing of telephone calls and email requests within specified servicing times.
Role Profile
* Dealing with clients, IFAs and sales branches via telephone, fax and e-mail
* Identify identify problem areas and offer various solutions wherever possible
* Adhere to regulatory legislation and ensuring compliance requirements are met
* Answer general queries by telephone/fax or email
* Work as part of a team and todeadlines
* Understanding and differentiating between internal and external valuations
* Produce additional single premium quotations across all products
* Input special deal quotes
* Process UK staff and individual policyholder Extranet registrations
Person Profile
* Minimum of 1 years experience in Financial Services
* GCSE (or equivalent) grade C or above English and Maths
* Good working knowledge of Microsoft Office applications (Word, Excel, Outlook)
* Ability to draft letters/fax
* Experience within a customer facing administration role
* Good planning and organisational skills
* Ability to work within a team or on own initiative
* Can maintain high level of accuracy and still work within agreed service standards
* Ability to work under pressure
* Strong communication skills (written & verbal)
* Good team player
* Clear understanding of Customer Service
* Commitment to providing outstanding customer service
* Good telephone manner
* Ability to meet individual targets and goals with accurate results