Asset Transfers Administrator-West Sussex-Financial Services

West Sussex
22000.00 - 24000.00 GBP Annual + GBP22000 - GBP24000/annum
31 Aug 2017
28 Sep 2017
Contract Type
My client provides bespoke wealth management and technology solutions for discretionary fund managers, national financial advisers and networks. Their approach helps firms deliver an unrivalled level of service to their end clients.

With over 23 years of UK market experience and a leader in the investment services industry, my client is recognised for its history of innovation.

My client is now looking to add more quality individuals to their successful, ever growing organisation, and are looking for an Asset Transfers Administrator to join the team.

Role & Responsibilities:

* Management of re registrations and transfers, resolving queries and issues within the process.
* Review and processing of client account amendments to servicing or closures.
* Relationship building and provision of excellent service standards.
* Handling, investigating and resolving re registration and transfer queries to ensure timely transfer of assets.
* Processing closure and deceased notifications in line with agreed service levels and making necessary amendments to platform set up.
* Processing changes to servicing agencies in line with agreed service levels and notifying all parties.
* Identifying incorrect or non-compliant instructions, escalating as necessary.
* Building strong relationships through proactive measures and quality service.
* Processing client transactions and data amendments with complete accuracy.
* Maintaining accurate records of client communications, data amendments and relevant documentation.
* Identify and assess process requirements against information available for efficient query management.
* Supporting new and existing clients using the platform, promoting best practices.
* Providing accurate, valid and complete information to clients using data available.
* Resolving client enquiries and issues in a timely manner, within company SLA's and processing guidelines.
* Daily control and activity reporting.
* Adhering to communication procedures, guidelines and policies including the Data Protection Act.
* Develop a knowledge of all areas of the proposition.
* Maintain a thorough knowledge of individual and departmental responsibilities.
* Continuously seek ways to identify and improve inefficient processes.
* Ongoing maintenance of processing procedures and support documentation.
* Assist with the resolution of customer complaints.
* Ad hoc projects when required.

Skills & Experience:

* Minimum 2 years client or customer services experience, within a regulated industry.
* Previous experience within a platform or investment environment is desirable.
* Proven ability to problem solve using own initiative.
* Proven track record of working accurately within defined processes.
* Excellent interpersonal, written and verbal communication skills.
* Excellent attention to detail.
* Self-motivated with an ability to prioritise multiple tasks.
* Excellent organisation, time management and problem solving skills.
* Motivated to thrive in a challenging, fast paced environment.

Unfortunately, due to high levels of interest, only successful candidates can be contacted

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