Job Description

• To provide an excellent Customer Service to all our clients
• To Set up New Business, process Transfers-In and Illustrations
• To meet and exceed on Customer Expectations whilst maintaining department Service Standards
• Ensure the Quality of your work is of a very high standard and meets Department Standards
• Work effectively as part of a team
• Participate in any Project Work and Team Meetings
• Ensure that all customer requests are logged and dealt with appropriately
• Provide customers with clear information and documentation when requested
• Actively update Swift plus all relevant databases
• Ensure department procedures are followed at all times
• Actively make recommendations to continually improve the Departments work processes ensuring we constantly strive to deliver an even better service to the customer

What's on Offer

Working with a well-respected financial services company

Required Knowledge, Skills, and Abilities