A friendly, professional, and relaxed Financial Services company based in St Albans are looking for a Customer Service Administrator to join a friendly and welcoming team.
This is a busy and interesting role where you will be processing administration and dealing with customers over the phone within their bonds team.
You will be based within a modern office centrally located and in easy reach of the town centre.
The company offer excellent opportunities for development and progression in the future.
This role will suit candidates that have worked in Financial Services previously.
What’s in it for you:
1. Salary: £25-26k depending on experience
2. Hours: Monday to Friday 9-5.30
3. 20 days holiday which rises 1 day per year up to 25 days
4. Life Assurance
5. Sickness cover
6. Excellent training
7. Social events
8. Friendly and welcoming team
9. Career progression
Key Responsibilities for the Customer Service Finance Administrator:
10. Provide a personal service to clients from initial request to resolution
11. Provide point of contact for Independent Financial Advisers
12. Assist the Administration Manager, in the effective management of the HSBC account
13. Process client requests e.g., new business input, change of address, valuations, encashment, and deaths and respond accordingly
14. Comply with legislative and regulatory requirements e.g., Data Protection, Money laundering, FSA rules
For this Customer Service Administrator the client is looking for:
15. 3 years + in Administration
16. 1-2 years’ experience within Financial Services industry
17. Minimum qualifications of GCSE standard or equivalent
18. Good interpersonal, organisational and communication skills
19. Ability to work to tight deadlines in a pressurised and fast-moving environment
20. Ability to adapt to change with a flexible approach
21. Strong communicational skills and good attention to detail
22. Proficient in Microsoft Excel and Word