Job Description

Key Accountabilities and Responsibilities *Key responsibilities: Wealth Operations, PFP, Adhoc Projects To provide customer service to both internal and external customers Ensure own work is completed to a high level of accuracy within service level agreements, to achieve regulatory targets Maintain and implement personal development plan in partnership with immediate manager Identify, facilitate and implement process improvement ideas to improve efficiency. Keep own knowledge up to date in relation to servicing/processing/compliance activities Execute non-standard cases and manual work that cannot be processed on standard systems. Learn all the skills and knowledge that would cover a broad range of servicing activities across regulated products. Identify customer needs, providing assistance / information and capturing essential details on the system thereby enabling other departments to fulfil the customer requirements. To demonstrate a positive risk, compliance and control culture through the identification, assessment, monitoring and management of risks and issues within the business area, alongside ensuring timely and appropriate resolution of control weaknesses, actions and failures that arise. To achieve and maintain required level of competency as per the training and competency framework. Responsible for the day to day pre sales administration for PFP and servicing of Retirement Account customers Responsible for updating details on various systems Will also be responsible for sending template letters to customers and at times creating free-form letters to respond to customer queries. Handle calls to ceding companies or internal departments within UK if required for some worktypes Key Interfaces Colleagues Process Leaders/Team Managers Business Managers Service Delivery Areas Call Handlers / Processors Customers/ Clients Financial Advisors Competence / Knowledge / Skills required Qualification Graduate Knowledge Basic knowledge of computers Skills Good verbal and written communication skills Ability to grasp processes and understand the implications of changes in processes Ability to understand customer requirements and apply knowledge & training to different servicing scenarios Eye for detail Team player Experience Fresher s eligible ; Preference would be given to individuals from an insurance background with approximately 1 years experience (Insurance Associate) with experience in handling written communication