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Customer Service Administrators Investment Platform

Customer Service Administrators Investment Platform

Posted 12 June by Alexander Lort
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Job Title:

Customer service Administrators-Investment platform

Our client is a leading provider and distributor of life, pension and investment products for the corporate and personal markets. It has recently acquired the largest UK Platform provider, with thousands of customers and over £90 billion under management.

You will be working as a customer services associate within the "Platform Centre "which supports the customer service delivery of the platform proposition and therefore is key to the future success of the business.

Most of the customers are Independent Financial Advisers, Third parties and Employers. Contact could be by telephone, letter or email. There are also close working relationships with third party technology suppliers to maintain. You will therefore have the ability to build close working relationship with the customers understanding what role the Platform Centre plays in helping the customer achieve their financial objectives.

Within the Platform Centre, the focus is to provide a seamless service across the whole platform proposition. There are a number of customer and adviser groups who the company must form strong relationships with, in addition to internal and external partners to ensure the service provided is seamless and meets all regulatory requirements.

The Platform Centre strategy is to deliver an online, automated service for customers and reduce operating costs whilst providing a robust and compliant service.

Platform Administrators will enhance our customer’s service experience by supporting them as they transact business on the platform. They will have a strong knowledge of the proposition, the tax wrappers, the regulations and the technology and must have a flexible, can-do approach, taking full responsibility for each customer transaction. The Platform Centre will operate a daily clear to zero policy, requiring flexibility and commitment from each team member.

The role could be either in the Front Office, focusing on supporting customers as they transact on the platform or in the Back Office, ensuring all client transactions are completed in a timely and compliant manner. To deliver in this role, the job holder must have or acquire a good knowledge of the complex platform proposition, including the technology and the tax wrappers and the associated regulations. You will be required to move between the Front Office and Back Office to support the needs of the business and aid personal development.

Experience:Financial services experience is preferred but the most important requirement is your ability to maintain relationships and provide a first class customer service experience.


IOC qualifications desirable or desire to work towards attaining these. (Achievement of these qualifications will be required to progress your career CII/FPC exams desirable but not essential

Required skills

  • Customer Services
  • Investments
  • Telephony

Reference: 35374434

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