CUSTOMER SERVICES - SERVICING & CASH | ref. MF235
As a member of our clients Servicing and Cash team, this role requires the successful applicant to deliver superior customer service to future and existing customers and brokers who contact our call centre. This role requires excellent written and verbal communication, proven customer service skills and the demonstrated ability to work well within a very busy team environment.
The main duties for the role holder will include:
•Reviewing Customer Withdrawal and Surrender requests to ensure they are in line in line with the Isle of Man Financial Services Authority AML Requirements and Guidance.
•Contacting Financial Advisers and Customers to request outstanding information
•Processing Customer payment requests
Typical Knowledge and Experience:
•A minimum of 2 years’ experience within a financial service environment
•Good educational background
•Excellent verbal and written communication skills
•Ability to deliver accuracy and quality performance
•Strong interpersonal skills
•Professional, conscientious approach to work
•Professional telephone etiquette
•Excellent organisational skills
•Have a ‘can do’ attitude and enjoy dealing with customer queries
To discuss further please call us on 01624 69800 or email email@example.com, quoting our reference MF235.