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Customer Service Representative

Pontoon
Job LocationLondon
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeContract , full-time

Job Description

Customer Service RepresentativeTransfer Agency6 months LondonOne of our large financial services clients is currently looking for a Customer Service representative within Transfer AgencyThe Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions andstatements.The role of the Investor Servicing Specialist is to provide a first-class service to clients and investors, the primary task will be handling enquiries in writing (letter, email), and in some cases, by telephone.The key responsibilities of the role include:

  • Handling customer queries via telephone, email or letter both inbound and outbound
  • Root cause and trend analysis skills
  • Oversight responsibilities across multiple locations
  • Management of multi supervisory escalation mailboxes
  • Training and supporting others
  • Placing, Handling Dealing Related calls and administration tasks,
  • Supporting FSC administration daily tasks
  • Work within internal and Client agreed SLAs
  • Handling of Breaches, escalations, referrals and complaints
  • Support Vulnerable Customer cases in line with company procedure
  • Participate in client visits and meetings as required
  • Eye for detail/ accuracy levels of high standard
  • Deliver green KPI (Key Performance Indicators) as a team. Delivering both internal and external KPIs to a very high standard
The successful candidate must have experience of:
  • Financial services experience in a transfer agency environment
The successful candidate will benefit from having:
  • Oversight management
  • Supervisory experience
  • Client facing experience
  • Escalation management
  • Demonstrate a detailed understanding of UK Transfer Agency functions, roles & responsibilities
  • Ability to work on own initiative and multi task
  • Extensive knowledge of collective investment scheme administration and the regulatory environment
  • General OEIC Admin experience desirable
  • Ability to use Outlook, Excel and Word competently
  • Attention to detail and strong accuracy
  • Analytical skills are required to research and resolve enquiries
  • Good communication skills
  • Customer Service experience
  • Knowledge and understanding of FCA / HMRC regulatory Environment
  • Understanding and knowledge of complaint regulatory time scales
  • Please be advised if you havent heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you.Pontoon is an employmentconsultancy, we put expertise, energy, and enthusiasm into improving everyones chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. Wedo this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

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