Client Support Assistant, 12months Fixed Term Contract

Arbuthnot Latham; Exeter; On-site; GBP 25,000 - 35,000; Full time

Job summary

Ein etabliertes Unternehmen im Finanzsektor sucht einen Client Support Assistant für einen 12-monatigen befristeten Vertrag. In dieser Rolle stehen die Bedürfnisse der Kunden im Mittelpunkt, während Sie sicherstellen, dass Anfragen effizient und innerhalb der vereinbarten Fristen bearbeitet werden. Sie werden eng mit verschiedenen Abteilungen zusammenarbeiten, um einen erstklassigen Kundenservice zu bieten und dabei die höchsten Standards der Kundenbetreuung zu gewährleisten. Wenn Sie eine Leidenschaft für exzellenten Service haben und in einem dynamischen Team arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Benefits

BUPA Gesundheitsversorgung

4x Lebensversicherung

Discretionary Bonus

Marktführende Elternzeitregelungen

Qualifications

• Erfahrung im Kundenservice mit hohem Standard.
• Starke numerische und literarische Fähigkeiten.
• Kenntnisse im Finanzdienstleistungssektor von Vorteil.

Responsibilities

• Bearbeitung von Kundenanfragen und Zahlungsanforderungen.
• Verwaltung von internen und externen Anfragen.
• Risikomanagement und Aktualisierung von Kundenakten.

Skills

Kundenbetreuung

Zahlenverständnis

IT-Kenntnisse

Kommunikationsfähigkeiten

Organisationsfähigkeiten

Detailgenauigkeit

Teamarbeit

Problemlösungsfähigkeiten

Education

Abschluss in einem relevanten Bereich

Tools

Microsoft Office

Job description

Client Support Assistant, 12 months Fixed Term Contract

The CSA will primarily focus on providing a client-focused service, ensuring client queries and requests are handled accurately, efficiently, and within agreed service level agreements and appropriate timescales depending on the nature of the client enquiry. This role supports the continued growth of our Banking and Direct Deposit business.

To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers, and comply with the FCA and PRA's Conduct Rules.

Client service and Sales support:

1. Dealing with client payment requests and ensuring that:
   • Payment call backs are made in line with ID & V procedures.
   • Remitting details are correctly obtained for processing.
   • FX deal tickets are completed where required.
   • Internal transfers are processed.
   • All requirements of the payments process are completed correctly and in a timely manner.
2. Dealing with internal and external client enquiries, such as:
   • Account enquiries including balances, statement requests, transactional queries.
   • Card-related queries, activation requests, PIN reminders, unauthorized card transactions, liaising with VISA operations about clients' card accounts.
   • Online Banking and Mobile App queries, secure messages, and requests including password resets and online payment verifications.
   • Client cash requests and deliveries in various currencies.
   • Cheque queries and stop cheque requests.
   • Standing order and direct debit queries.
   • Amendments to static data including address changes.
   • Ordering cheque and paying-in books.
3. Handling requests received via the team’s mailbox, including:
   • Prospective new client enquiries.
   • Internal or external communications and queries.
   • Future dated queries & requests.
4. Managing incoming calls, including:
   • Client and external enquiries.
   • Overflow calls from the business.
   • Voicemail messages.
5. Other requests such as:
   • Audit letters.
   • Tax certificates.

Risk Management:

• Managing inherent risks by observing policies and procedures.
• Keeping client records updated and archived properly.
• Supporting general office management and project work.
• Handling client complaints and errors promptly, liaising with relationship managers, and acting as the first point of contact for clients.

Key Interfaces:

• Maintain strong relationships with Commercial Banking, Operations, Treasury, Risk, Compliance, and other stakeholders.

Person Specification:

Knowledge/Experience/Skills:

• High standard of customer care experience.
• Ability to deliver excellent client service, keeping clients at the core.
• Strong numeracy, literacy, and computer skills.
• Understanding of savings, banking, or financial services (desirable).
• Teamwork, IT literacy, and proficiency in Microsoft Office.
• Excellent communication, organizational, and time management skills.
• Ability to handle confidential information with discretion.
• Attention to detail and accuracy.
• Empathy in customer interactions and a proactive attitude.
• Problem-solving, judgment, and confidence in communication.

About Us:

Life, Work, and Benefits

Arbuthnot Latham is committed to equal opportunities, inclusion, and diversity. Our benefits include:

• Competitive salary, pension, and holiday allowance.
• BUPA Health cover.
• 4x Life Assurance.
• Discretionary bonus.
• Market-leading maternity, paternity, and menopause policies.