Part Time Customer Service Assistant (Investments and ISAs)
Location: Farnborough
Salary: £26,000 (pro rata)
Hours: Monday, Tuesday and Thursday 9am - 5.30pm
My client is a UK-based fintech company and they are looking for a candidate who has a customer service and financial services background and has dealt with Investments and ISAs. They are looking for a passionate and enthusiastic team player with strong organisational and problem-solving skills.
Come and join an exciting, innovative, and forward-thinking team that prides itself on outstanding levels of service in a friendly, welcoming, and inclusive environment.
Responsibilities:
Reporting to, and supporting the Investment Ops Team Leader, you will play an essential part in the team.
Ensuring you provide the best possible level of service, both to our members and the wider teams.
Dealing with enquiries predominantly via email but also telephone
Providing weekly updates to our finance partners
Dealing with the transfer and rejection of finance products
Chasing open queries with relevant departments and keeping communication with members up-to-date
Be available, visible, and able to answer any questions
Ensure processes and procedures are up-to-date and adheard to
Liaise with our Members on internal escalations ensuring all contact channels are updated
Onboard new Special Accounts through the correct due diligence process
Daily management of accounts and assisting with all queries relating to both ne...