Our client, a successful, small but growing niche financial services organisation, are recruiting for a Customer Services Assistant to carry out various roles within the Customer Services Department to ensure the processing of business runs smoothly.
Responsibilities:
- Dealing with all external post and internal despatch received and distribute accordingly
- Answering telephone calls
- Preparing and inputting new business for processing in accordance with current procedures and processes
- Scanning all correspondence in accordance with agreed procedure
- Processing of maturities including inputting and amending bank details etc.
- Covering for Customer Services Manager dealing with ISA transfers in and lump sum investments
- Covering for Customer Services Manager dealing with reinvestment for ISAs and With Profit Bonds
- Inputting data onto the database
- Any other duties as required by the Chief Executive Officer
Skills and experience required:
- Excellent customer service skills with a keen eye for detail
- Experience in administration and customer services
- Preference will be given to candidates with some financial services experience particularly ISA's or insurance
- 5 GCSE C or above including Maths and English (or equivalent)
In return you benefit from:
- Working for a small organisation, but with exciting plans for growth over the next 5 years
- You have a real opportunity to shape your role and see the positive impact of your efforts on the organisation and have a voice
- Recently they were first to market nationally in launching the Lifetime ISA (featured on ITV's This Morning and on Money Saving Expert)
- A member of the Association of Financial Mutuals (AFM)