HSBCJP00041038 - Investor Services Administrator

Job Description

Job title - Investor Services AdministratorLocation - Edinburgh / HybridStart date - ASAPContract - Initial 12 months+ Rate: Around £165 p/d PAYE OR up to £211.72 p/d via Umbrella HSBC is currently seeking a Investor Services Administrator to join their team in the Edinburgh office/ Hybrid working, this contract will initially be for 6 months with continuous extension.Working within a UKTA Investor Services Contact Centre primarily dealing with inbound telephone enquiries with focus on managing and servicing calls from Investors.The calls will cover retail and institutional investors and telephone dealing could form part of the role from time to time. Whilst the phone work is the primary focus there will be cross over into other areas of UKTA such as the Correspondence team, thiswill be at the discretion of the Management team. There will also be an element of outbound calls to investors. The services will typically support multiple Asset Managers with a range of products (OEICS, Unit Trusts, ISAs, Investment Trusts) and there willbe quality controls and oversight and maker/checker processes in place.In this role, youll be responsible for:

• Be the voice of the customer, maintaining open and transparent communication with customers
• Be a partner of choice for Business Partner in delivering superlative support and service
• Alert all key stake-holders on high risk, sensitive customer complaints that impact the Groups reputation and participate in steps taken to remedy process, policy, systems as applicable.
• Key role for the delivery of a cohesive service to our clients and their investors.
• Day to day processing of activities within the department to ensure that all tasks are processed in accordance with agreed procedures and controls and in accordance with relevant fund parameters.
• Understanding of the business and keeping abreast of development in the market.
• Suggest and implement improvements to the Transfer Agency processes and procedures in consultation with the Supervisor.
• Resolution of customer requests within the framework of Customer Fairness Principles
• Adherence to the daily operation policy and procedure, no breach in Companys policy
• Ensure escalation process is adhered too.
• Ensure adherence to procedures and FIMs including Compliance policies and Internal Controls.
• Ensure new business or new processes are understood.
• Be aware of the business practices and processes associated with the role, and act in a manner that takes account of operational risk considerations.
• Be aware of the Operational Risk scenario associated with the role, and ensure that all actions during your employment with HSBC take account of the likelihood of operational risk occurring.
• The jobholder will also continually assist the Management in reassessing the operational risks inherent in the business. Any actions to address risks if any should be driven by the jobholder in conjunction with the actions formulated by the Management.

Requirements:

• Attention to detail
• Telephone experience
• Good communication Skills
• Worked in an admin role in Financial Services

If you are relevant or interested, please contact me at