You will be a part of a team responsible for providing innovative mutual fund transfer agency services for millions of shareholder accounts with some of the best-known names in the financial services industry.
A fantastic opportunity has arisen for a number of Transfer Agency Administrators to work within a large multi-national organisation, specialising in Investment Banking.
Provide professional but empathetic service through the claims process via multiple channels including, phone and email - Able to anticipate the customer need and action to ensure process is managed in its entirety
Support customers through the process of their claim providing guidance and relevant information to support them and help them understand what is needed for prompt and accurate resolutions
Ensure a solid understanding of the procedure to be able to give customers accurate and consistent information
You will be supporting providing telephone support with account queries, amendments, complaints, applications, and escalating complex complaints and reports of fraud to specialist teams.
We are looking for ambitious and motivated Customer Care Agents to join an energetic team that supports everyday banking customers.
You will be required to work 37.5 hours per week, working shifts across Monday-Friday, between the hours of 08:00-20:00.
Ensuring that all complaints are addressed within the timescales set down internally and by our regulator.
Client Services plays a key role in the delivery of the HL strategy by unravelling process or service-related issues that could cause clients to be unhappy.
We solve problems, assess process faults, and work hard to retain our clients by putting things right and rebuilding their trust.
Posting Cash received and paid on the IBA system daily.
General
Our client who is a Lloyds Broker, is looking for an IBA Handler to join their busy accounts department in the London office on a 6-12 month initial contract.
The purpose of the role is to support the busy finance team in all finance, IBA, Credit Control and Operation functions.