Customer Service Executive – Up to 15k

An exciting opportunity has arisen to join this leading global transfer agency based in Stirlingshire, Stirling, on either a full or part time basis. You will be an integral part of the customer service team working on behalf of one of agencies highest net worth clients.

This Global Transfer Agency are the leading supplier of third-party administration and IT services to European investment clients and their customers and employ over 3000 staff Worldwide.

Key Responsibilities within the role;

• Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits.

• Handling complaints in line with area guidelines. • Processing non standard or complex transactions/calculations, including manual processing where required, ensuring that TCF principles are upheld.

• Contact customers by telephone, fax, e-mail or letter to resolve queries/obtain information.

• Deal with customer data ethically and in accordance with FSA requirements.

• Checks the work of others where appropriate to ensure that standards of accuracy, clarity and financial integrity are maintained, and that TCF principles are upheld.

• Provides informal guidance and/or training for colleagues as required.

• Completes independent quality and accuracy checking of work.

• Supports and takes an active role in service improvement/process improvement initiatives or projects as required.

• Assists management team where appropriate.

• Keeps own knowledge of processes, products and appropriate regulation up to date.

• Achieves agreed performance levels

The Ideal Candidate;

• MUST HAVE AT LEAST 4 YEARS EXPERIENCE IN THE FINANCE SECTOR

• Good understanding of all relevant legislation e.g. Data Protection Act, Money Laundering requirements

• Good understanding of relevant products and systems, including PC skills

• In depth understanding of relevant processes

• Relevant professional qualifications

• Good communication and mathematical reasoning skills (5 GCSE’s or equivalent)