Job Description

You will be responsible for the following duties:

• Monitoring inbox and replying to internal and external queries
• Working with various systems in order to administer the plans
• Due to the nature of the plans a good working knowledge of Excel is important. You don’t have to be an expert, but you do have to be willing to learn
• Understand the importance of relevant regulation and the impact of activities on regulated activity
• Managing queries and maintenance
• Working as part of a team to manage maturity tasks and weekly share allotments
• 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

Required Knowledge, Skills, and Abilities

• Experience of working well in a team is essential
• Proficient with Microsoft Office, particularly Excel
• Willing to engage with and support Continuous Improvement initiatives
• Experience of working with stakeholders
• Enthusiastic and committed to meeting client requirements
• Attention to detail
• Communication skills
• Working to tight deadlines under pressure
• Experience in a customer service environment would be beneficial