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Financial Customer Service Administrator

Posted 11 January by Brewster Pratap Easy Apply Ended


The Brewster Pratap Recruitment Group are currently working with an expanding Asset Management Company who are looking to recruit on a permanent basis two Customer Service Administrators to start ASAP on the outskirts of Leeds Centre


To answer calls and respond to emails from IFAs, private investors, fund managers and other clients in an accurate, timely and efficient manner, and in line with regulatory requirements.

Key Responsibilities:

  • At all times, ensure all identity verification checks are carried out in line with departmental procedures.
  • Answer enquiries from investors and their representatives, whether received by telephone or e-mail.
  • Seek to provide the broadest range of information with regard to the investor's holding, transactions undertaken, the funds in question, and the services being offered.
  • Meet required service standards, as defined by Key Performance Indicators (e.g. answer rates), quality monitoring forms, call answer rates, and quality monitoring. Be professional and polite at all times.
  • Be familiar with procedures from all Retail Operations teams, as a means to provide excellent investor service. Endeavour to resolve queries at first point of contact.
  • Seek to understand procedures from related departments outside Retail Operations (including fund accounting, distributions, commissions) as a means to develop a wider view of the investor's relationship with the group.
  • Ensure appropriate records are kept - updating systems and arranging correspondence before taking the next call.
  • Refer issues to the appropriate staff member or team, where assistance is required to resolve the enquiry.
  • Escalate complaints or expressions of dissatisfaction to the relevant staff member where concerns can not be resolved.
  • Identify all applicable regulatory requirements and perform role in line with these responsibilities.
  • Provide information on request regarding the funds and changes that may impact them (including mergers, amalgamations, launches, wind ups etc).
  • Call filtering - Pass calls for other departments through to them when required.
  • Maintaining Web Services accounts.
  • With support from Management, take ownership of achieving your own training and competence standards.
  • Maintain own Professional competence.
  • Maintain awareness and understanding of the Investment Industry.


  • Previous experience of working within a Contact Centre or in a Customer Services role
  • Ideally experience of working within Financial Services or another regulated industry
  • Excellent communication skills both written and verbal
  • Ability to process and interpret complex information
  • Works to a high degree of accuracy
  • Ability to manage own workload
  • Prioritisation of work
  • Team work


To Be discussed at interview

Brewster Pratap Recruitment Group focuses on the recruitment of talent in South Yorkshire, West Yorkshire, North Yorkshire, East Yorkshire, Lincolnshire and Nottinghamshire.  If you are interested in discussing this job in more detail or any other aspect of recruitment and talent identification we would really like to hear from you.  Please visit our website at for more information on Jobs or Recruitment.

Required skills

  • "Customer Service" or Administration

Reference: 33815772

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