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Client Operations Executive

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Elliott James 28000.00 British Pound . GBP Per annum

2021-12-03 07:33:59

Job location Barkingside, Greater London, United Kingdom

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Responsibilities include:

  • Processing of applications, onboarding new customers
  • Service clients through the life of the investment including the deceased process
  • Full KYC/AML checks on all customers as well as ongoing checks
  • Maintaining investor and adviser records
  • Provide an exceptional level of customer service
  • Resolve incoming queries via telephone, email and post
  • Build relationships and trust with your customers through open and honest communications, getting it right first time
  • Maintain product and industry knowledge in order to support customer queries
  • Log all customer interactions, gathering feedback in order to improve our services
  • Liaise with all internal departments in order to resolve customer queries

Key skills and experience

  • A flexible personality who thrives working in a busy team environment
  • Previous KYC/Onboarding experience
  • Diligence and attention to detail with strong numeracy skills
  • Proficient knowledge of MS Office applications

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