Client Services Associate
The Customer Relations team deals with all incoming queries received by email, post as well as those transferred from other areas. It can include anything from basic information requests, fund performance queries, to complaints and complex queries.
The core responsibilities of this role will include:
- Investigation and resolution of and client contact for, all items allocated to you by your Team Manager
- Communicate in a friendly and professional way with clients over the phone, by email and in writing as appropriate
- Undertake ‘verification’ activity for both written client correspondence and account amendments
- Take ownership for your own continued learning of the company’s products and operational processes, identifying and suggesting methods of improving them to management
- Take ownership of individual issues and ensure they are resolved to the satisfaction of the client and the company
- Ensuring concerns are promptly reported to management
- Explaining UK products and procedures clearly and simply whilst promoting the company’s brand values
- Ensuring appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk
- Ensuring the reputation and business integrity of the company is upheld at all times
The successful candidate would ideally have UK mutual fund industry, life and pensions industry experience and have knowledge of investment management.
If you feel you have the relevant skills to succeed in this role, then please apply now.
February 1, 2013
• Posted in: General
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