ISA Specialist

Salary: Competitive and based on experience

Location: London

Contract: 6 months initially, PAYE Contract

Keywords:ISA Transfer, Customer Experience, Process Improvement, Asset Transfer, Salesforce

Our client is seeking a dedicated and detail-oriented Individual Savings Account (ISA) Specialist to join their dynamic team. This role offers an exciting opportunity to be part of a team responsible for processing all ISA, Junior ISA and Lifetime ISA Transfers. The successful candidate will have the chance to make significant contributions towards changing and improving processes, while also driving forward their own career and development. This role is perfect for someone who is passionate about delivering a seamless end-to-end customer experience and has a genuine desire to help customers.

• Opportunity to contribute significantly towards process improvement
• Chance to drive forward your own career and development
• Role centred around delivering an excellent customer experience

What you'll do:

As an Individual Savings Account Specialist, you will play a crucial role in managing the transfer of ISAs, Junior ISAs, and Lifetime ISAs. You will be responsible for understanding the entire transfer journey, ensuring that each step is executed flawlessly to provide an excellent customer experience. Your input will be vital in improving processes, demonstrating your commitment to efficiency and effectiveness. This role provides ample opportunities for personal growth and career development, making it ideal for those eager to advance their careers while making a meaningful impact on customer satisfaction.

• Manage the processing of all ISA, Junior ISA and Lifetime ISA Transfers In and Out
• Understand and execute the end-to-end transfer journey for customers, ensuring an excellent experience
• Contribute significantly towards changing and improving processes
• Take initiative in driving forward your own career and development
• Engage in discussions on customer experience with a genuine desire to assist customers
• Ensure that client queries and requests are managed in line with quality and service standards

What you bring:

The ideal candidate for the Individual Savings Account Specialist role brings a wealth of knowledge about asset transfers between providers. She has hands-on experience with transfer systems like Altus or Origo, coupled with proficiency in using CRM systems like Salesforce. Her exceptional organisational skills enable her to manage multiple workstreams effectively. Above all, she is passionate about providing an outstanding customer experience at every touchpoint. Her ability to engage in meaningful discussions about customer experiences sets her apart from others.

• Strong understanding of the technical aspects of transferring assets between providers
• Experience with transfer systems such as Altus or Origo
• Proficiency in using Salesforce
• Excellent organisational skills with the ability to manage and prioritise workload across multiple workstreams
• Passion for delivering a seamless end-to-end customer experience
• Ability to engage in discussions on customer experience with a genuine desire to assist customers

What sets this company apart:

Our client is a leading player in the financial services sector, known for its commitment to innovation and customer satisfaction. They are going through an exciting period of growth so any strong candidate who can make a mark in their role will have a strong chance of being extended past the initial 6 months.

What's next:

Ready to take your career to the next level? Don't miss this exciting opportunity!

Apply today by clicking on the link. We can't wait to hear from you!