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Customer Service Administrator

Posted 5 April by Link Asset Services Ended
Company Description

We are part of Link Group, a leading global provider of financial administration solutions. As one of Europe’s leading asset servicing platforms, Link Asset Services interacts with almost 6m investors, administering and safeguarding £600bn of assets across 10 highly regulated markets.

Job Description

The role

At an exciting time for Link Asset Services, we have a vacancy for a Customer Service Administrator to join our Fund Solutions Retail Operations area of the business. Based in our Leeds office, reporting to the Manager for Customer Services, you will be part of a busy, operational team, carrying out duties relating to investors. Day to day, you will answer calls and respond to emails from Independent Financial Advisors, private investors, fund managers and other clients.

What being an Administrator in the Customer Services team involves:

  • Answering enquiries from investors and their representatives, by telephone or e-mail
  • Providing the broadest range of information with regard to the investor’s holding, transactions undertaken, the funds in question, and the services being offered
  • Attempting to resolve queries at first point of contact, or escalate if needed
  • Updating systems and arranging any necessary correspondence
  • Providing information on request regarding the funds and changes that may impact them
  • Call filtering - passing calls for other departments through to them when required

Full Study Support for the Investment Operations Certificate
We want our colleagues to become well respected industry professionals, as part of this role we will be offering full study support for the Investment Operations Certificate. We will provide books, mock exams, study leave and a community that can really support you through your studies.
The IOC forms part of the Chartered Institute of Securities and Investment and is recognised as a Professional Qualification in over 50 countries.


Skills and Qualities you'll need:


  • G.C.S.E (or equivalent) Maths and English grade 'C’ or above
  • Excellent communication skills, both written and verbal
  • Good telephony skills
  • Ability to work under pressure and to tight deadlines
  • Good problem solving skills
  • Excellent attention to detail and accuracy
  • Good organisation and time management skills
  • Ability to prioritise
  • Ability to adapt to changing situations
  • Excellent customer/client service skills
  • Good team working attitude
  • Ability to process and interpret complex information
  • Good understanding of Microsoft Office
  • Previous experience of working within a Contact Centre or in a Customer Services role


  • Knowledge of the investment industry and practices
  • Experience of Collective Investment Scheme administration
  • Investment Operations Certificate (IOC) or equivalent
  • Previous experience within Financial Services or Banking industry

Reference: 34833090

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