Job Description

• Check all client account opening documentation before final submission to ensure it complies with our guidelines
• Efficiently and effectively answering telephone and email queries from intermediaries, escalating in a minority of cases as appropriate
• Set up and maintain client, portfolio and account data in systems in an accurate and timely manner
• Forward account opening, taking benefit, contribution and other documentation to third party administrator in a timely manner
• Ensuring payroll is processed in an accurate and timely manner
• Liaise closely with front office and Transitions teams to ensure an efficient opening process
• Maintenance of fee schedule and commission payment data
• Issue of correspondence produced by third party administrator to clients
• Attend regular meetings with third party administrator to ensure service levels are being adhered to
• Responding to client queries internally and externally
• Provide clear and accurate reports to Line Manager relating to data capture progress and missing information
• Deal with daily queries efficiently and effectively
• Build good and lasting relationships with clients (internal and external) and understand their motivations
• Act promptly and professionally to resolve client (internal and external) and colleague enquiries or concerns
• Treat clients (internal and external) and colleagues fairly and adhere to the 7IM mission and tenets
• Other responsibilities as reasonably required by line manager

Benefits:

• This role works closely with others within the operations team and business, sharing the workload and responsibility so a ‘team’ attitude is needed – helping others when required
• Flexible attitude to duties as training will be given in all aspects of the operations roles and the successful candidate will probably have to provide holiday cover
• Flexible attitude to working hours – sometimes the workload will demand additional commitment outside the contractual hours

Required Knowledge, Skills, and Abilities

• Accuracy and attention to detail
• Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries
• Organization of own workload to meet deadlines
• Good communication skills, both oral and written
• Ability to see things through to their logical conclusion
• Ability & willingness to identify and suggest improvements in processes / service levels
• Identify new / changes to procedures – draft and discuss changes where necessary for approval
• Able to take ownership of tasks and see them through to completion as well as use own initiative to come up with solutions
• Some pensions experience would be an advantage
• Experience within a wealth management or asset management environment is desirable
• Strong knowledge of client account records, including AML client ID guidelines
• Understanding and knowledge of MiFID II requirements and internal 7IM policies
• Knowledge of Pershing systems is an advantage
• Familiarization with Dunstan Thomas’ Imago Back Office software to be able to look up information when
  answering queries
• Candidate must hold 5 GCSE’s or above including C grade in Maths & English
• Completion of the CII certificate in pensions administration (FA2) would be an advantage