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Client Services Executive

Carousel Consultancy Ltd
Job LocationChelsea
EducationNot Mentioned
Salary40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Client ServicesOur client based in London is looking for a Client Services Executive to work from home as well as from their offices in fashionable Fulham. They require a fluent English speaker with a cheerful outgoing personality, computer literate and with the abilityto compose correspondence, and Financial Services experienceJob Description

  1. First line of customer liaison - by telephone, intercom, email.
    1. Respond to queries relating to funds
    2. Respond to queries as to how the platform works
    3. Respond to queries re banking
    4. Respond to queries re investing
  2. Transfers In and Transfers Out - transfers of funds from other ISA providers, transfers out to other ISA providers,
    1. be familiar with TISA data base
    2. Respond to TI forms uploaded to platform
    3. Initial paperwork to customers as to likely time scales
    4. chase ISA providers as necessary for correct paperwork to back up transfer,
    5. clear funds as they arrive,
    6. pay in funds sent in by cheque from other providers. Email transferors on receipt.
    7. Complete paperwork/spreadsheets re transfers out and send to providers.
  3. Reconcile receipts on platform to bank accounts (ISA and P2P) daily. Chase investors who have not uploaded investments. Liaise with persons who have paid in monies and not invested. Liaise with persons with cash balances on account uninvested.
  4. Respond to Paper clients (non-computer users) on investments, payments, balances statements etc
  5. Follow AML procedures as appropriate, flag any anomalies to MLRO
  6. Carry out KYC on Compliance Assist if not automatically cleared by platform
  7. Set up HooYu compliance KYC checks on investor bank accounts if not previously cleared and all foreign bank accounts. Be aware that payments received by direct debit should have common information.
  8. Set up payments on bank account - upload bank payment file to bank and clear against system
  9. Set up transfers when required for items paid into wrong bank accounts and advise investors.
  10. Upload entries on to system re incorrect type of account, transfer from one type of investment to the other, e.g. P2P to ISA
  11. Advise Finance department of items requiring authorisation re payments and transfers
  12. Advise Finance department of transfer out fees for action and any other fees.
  13. Monitor and process easyMoney Plus cards to relevant investors, deal with queries
  14. Upload and maintain documents on One Drive
  15. Report and Liaise with CTO re platform anomalies.
  16. Anything else as required

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