To effectively deliver excellent customer service to clients and IFAs by the processing of telephone calls, email and Webchat requests within specified servicing times.

Key Responsibilities

• Good Written and Verbal communication to both internal & external clients
• Ability to deal with internal and external customers professionally, concisely and accurately via telephone, fax and e-mail
• Ability to identify problem areas and offer various solutions wherever possible
• Adhering to regulatory legislation and ensuring compliance requirements are met
• Working as part of a team
• Adhering to the Service Level Agreements in place
• A good understanding of and an ability to competently explain “existing business” processes
• Ability to process individual policyholder/trustee Extranet registrations
• Can produce in force illustrations when required
• Ability to produce chargeable event calculations
• Fully support and participate in any campaigns including generation of leads where necessary.

Key Requirements

• Minimum of 1 years’ experience in Financial Services
• 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.