Job Description

You will be responsible for the following:

• Monitoring inbox and replying to internal and external queries
• Planning and management of dividends
• Responding to sales in a timely manner so as to adhere to the COBS policy
• Ensuring that data loaded between main operating systems is accurate and timely
• Understand the importance of relevant regulation and the impact of activities on regulated activity
• Opening and amending new GN accounts
• Responsible for the management of transfers both in and out of the GN, including liaising with the relevant 3rd parties
• Ensuring that reconciliations are carried out to a high standard in line with CASS requirements escalating issues as needed
• Awareness of key regulations, including but not limited to, COBS (Code of Business Sourcebook) and CASS (Customer Assets).
• Awareness of the EQ Escalation policy so that issues can be escalated in an appropriate way

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Required Knowledge, Skills, and Abilities

The successful candidate will demonstrate the following:

• Attention to detail and ability to follow defined processes
• Excellent organizational and planning skills
• Great Microsoft office skills, with an emphasis on Excel, Word and Outlook
• Communication skills
• Comfortable working independent and as part of a team
• Willing and able to learn a number of systems
• Working to tight deadlines under pressure
• Experience in customer service environment would be beneficial