Client Operations Administrator

Posted 1 week ago by Fusion Personnel

The role:

The role of a Client Operations Administrator is to process New Business, Account Top Ups and Funding. The team work closely with intermediaries and the vision of the department is to deliver a seamless service to customers. The team take pride in the work produced and always strive to deliver to a high standard.

Duties:

* Process client new business applications, top ups and funding accurately and in a timely manner as per agreed service
levels
* Handling, investigating and resolving any account open queries or system exceptions within agreed service levels
* Ensuring all received funding is identified and applied within service levels to avoid clients being out of market
* Proactive in assisting clients and resolving of client enquiries/issues, adhering to relevant timescales and processing
guidelines
* Maintaining documentation of new/changes to operational processes and their implementation
* Assist with ongoing maintenance of processing procedures and support documentation
* Feedback trends in account open, top up and funding rejections to help facilitate service and training improvements
* Maintain good client relationships through proactive measures and quality client service
* Ensure full audit for all processing activity completed
* Maintaining a thorough knowledge of individual and departmental responsibilities
* Frequent interaction with internal and external clients, as well as team members, on the telephone, email and in person
*
Resolving client enquiries and issues in a timely manner, within company SLA's and processing guidelines
*
Assist with the resolution of customer complaints
*
Processing client transactions and data amendments with complete accuracy
* Continuously seek ways to identify and improve inefficient processes
* Assist with ongoing maintenance of processing procedures and support documentation
* Ad hoc projects as and when required

Experience & Skills Required:

* Previous experience within Financial Services would be preferable
* Experience of working within a regulated environment
* Track record of working accurately within defined processes
* Excellent written and verbal communication skills
* Excellent attention to detail
* Ability to effectively manage and prioritise multiple task simultaneously
* Willingness to learn new systems, concepts and broaden knowledge of the industry
* Highly motivated with a will to thrive in a challenging, fast paced environment
* Demonstrates professional working relationships with other departments or colleagues in a working environment
* Has knowledge of compliance and data protection requirements
* Ability to remain highly motivated and focused towards the key accountability measurements
* Able to take ownership of individual issues and ensure they are resolved to the satisfaction of the customer and the company.

If this sounds like the opportunity for you, APPLY NOW to avoid disapointment!

Required skills

  • Finance
  • Financial Services
  • Risk Analyst
  • Financial Analyst
  • Quality Analyst
  • Finance administrator
  • Quality Risk Assessment
  • Financial Jobs

Application questions

Do you have significant experience within Financial Services?
Do you have Experience of working within a regulated environment?
Do you have a Track record of working accurately within defined processes?
Do you have Excellent attention to detail?
Are you Highly motivated with a will to thrive in a challenging, fast paced environment?

Reference: 37259136

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