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Asset Transfers Administrator

Asset Transfers Administrator

Posted 19 March by Fusion Personnel Easy Apply Ended

Asset Transfers Administrator - Reigate - £22,000 - £25,000 + Pension + Healthcare


Due to expansion this well established wealth management and technology solutions company are looking for an experienced Asset Transfers Administrator to join their award winning team.
Their customers represent some of the best, most innovative and award winning financial services groups in the UK.

The Role
* 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
* Primary Responsibilities
* 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
* 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
* 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
* 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 Required

* 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

Required skills

  • customer services
  • financial
  • Administrator
  • financial services

Reference: 34712432

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