We are pleased to announce that a vacancy has arisen for a Customer Experience Assistant to join our state-of-the-art Innovation Centre in the heart of Stockport Town Centre.
Along with Stockport Business & Innovation Centre and Merchants House, MIC will offer a thriving Innovation Centre where fledgling and small businesses will be supported in their growth plans in a centrally located, flexible and inspirational environment.
Merseyway Innovation Centre (MIC) has been developed by Stockport Metropolitan Borough Council and will join the network of innovation spaces managed by Oxford Innovation Space.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Have an understanding of 3rd party providers platforms and processing times.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
The Client Relations Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions.
This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.